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.

➤ You can see it in action here.

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.

Instructions

1. Click the Configure tab and select 'Dashboards.'
   
2. Click 'Design New Dashboard' and give the dashboard an appropriate name (e.g., 'Inspections').
   
3. Click Add Widget. Select 'Inspections' as the source app. Please note source applications must already exist in Flowfinity.
   
   
   Select a 'Source view,' which is the View within the app that data will come from.
   
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.'
   
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.
   
7. Use the dropdown to set the 'Field' as 'Inspection Score (%),' this will appear on the y-axis of the graph.
   
8. Set 'Aggregation function' to 'average' and click save.
   
   
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.
   
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.'
    
11. Click 'Add field dimension' and select 'Inspector.' Click 'save,' the graph will now allow your dashboard to drill-down into specific datasets.
    
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.
    
    
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.