Drill-downs in dashboards

Dashboards allows large datasets to be rolled up, so you can quickly and easily understand key information at a glance. For a further breakdown, use drill-downs to view specific details.


Example

A field services company schedules multiple inspections each day. Using a reporting dashboard, a manager can access an overview of completed inspections, then drill-down to quickly identify who performed a specific inspection.

Flowfinity - Drill-downs in dashboards

Instructions

  1. Click the Configure tab and select 'Dashboards.'
    Flowfinity - Drill-downs in dashboards
  2. Click 'Design New Dashboard' and give the dashboard an appropriate name (e.g., 'Inspections').
    Flowfinity - Drill-downs in dashboards
  3. Click Add Widget. Select 'Inspections' as the source app. Please note source applications must already exist in Flowfinity.
    Flowfinity - Drill-downs in dashboards

    Select a 'Source view,' which is the View within the app that data will come from.
    Flowfinity - Drill-downs in dashboards
  4. Under 'Data aggregation,' select 'By field dimension.' This indicates the data should be grouped by a specific field. Set the 'Dimension field' to 'Location.'
    Flowfinity - Drill-downs in dashboards
  5. Click 'Finish,' a table is then created based on the data selected in the previous steps.
  6. Right-click the top gray bar, and select 'Add field measure.' Field measures use a single field to perform calculations based on existing data, such as summing up numerical fields.
    Flowfinity - Drill-downs in dashboards
  7. Use the dropdown to set the 'Field' as 'Inspection Score (%),' this will appear on the y-axis of the graph.
    Flowfinity - Drill-downs in dashboards
  8. Set 'Aggregation function' to 'average' and click save.
    Flowfinity - Drill-downs in dashboards
    Flowfinity - Drill-downs in dashboards
  9. Click and drag on the bottom right corner of the data table to expand the widget, and click the chart icon to see how the data looks as a chart.
    Flowfinity - Drill-downs in dashboards
  10. For additional drill-down options, add more dimensions to your dashboard. To do this, right click on the gray bar and select 'Manage dimensions.'
    Flowfinity - Drill-downs in dashboards
  11. Click 'Add field dimension' and select 'Inspector.' Click 'save,' the graph will now allow your dashboard to drill-down into specific datasets.
    Flowfinity - Drill-downs in dashboards
  12. To access the drill-down menu, click on any bar and extra options will appear. Now, we can identify the inspector who performed the inspection at a selected location.
    Flowfinity - Drill-downs in dashboards
    Flowfinity - Drill-downs in dashboards
  13. Select the drop-down menu in the top left corner, click 'Publish' and the dashboard will undergo validation and will be ready for use.
    Flowfinity - Drill-downs in dashboards