Hi, I have a question regarding drill down ability to a table by click on a value (from parameter) in the bar chart.
Overview: I have two sheets. 1st sheet: I have bar chart representing different metrics of sales, the switch between different metrics are created through a parameter (this value here is created using a parameter: when parameter = sales type, then the data represents sales type; when parameter = days it takes for the product to be sold, then the data represents the number of days the product sold).
e.g.
By clicking on sales type in the parameter, the bar chart represents different sales type, e.g. online, brick-and-mortar
by clicking on days it takes for the product to be sold, the bar chart shows number of days it took the product from interest to purchasing the product. e.g. 3 days, 5 days, etc.
2nd sheet: This sheet includes the breakdown of all the metrics that are related to the purchase, e.g. source of customer, amount paid, number of products sold, etc.
My desired result:
In the 1st sheet, when I clicked on ‘online’, then it automatically navigate me to the 2nd sheet, and also displaying the breakdown of only online sold products. → when I clicked back to the 1st sheet, and switched the parameter to days it takes for the product to be sold, and clicked on 5 days, it navigates me to the 2nd sheet and products that took 5 days from interest expressed to product sold (but not the online filter applied before) .
Hope I’m explaining my question clear here. Please let me know if you have any concerns or questions regarding my question here. Thanks
I am wondering if you are using navigation action to change the sheet? the navigation action allows to set parameters value when the sheet change occur.
Thank you so much for your response. I am currently using the navigation action to change the sheet. And then I added the 2 metrics as filters to the 2nd sheet (breakdown of all the metrics):
first filter is created based on sales type, and
2nd filter is created based on the days it takes for the product to be sold
The problem: is that after I drill down the 2nd sheet with sales type = online, I wanted to filter the 2nd sheet only by days it takes for the product to be sold = 2 days (reset the sales type filter). The 2nd sheet only shows the products that were sold online and took 2 days to be sold.
My desired result: And I was wondering if it was possible to reset the second sheet every time I wanted to filter the 2nd sheet by a new filter through the 1st sheet
Please let me know if I’m describing my question clearly
I am wondering if you set ALL in the parameter(Sales Type) in the navigation action to the 2nd sheet. the parameter. that should basically reset whatever it had previously.
I was not clear. sorry.
so you have navigation action configured. and parameters for sales type as well. in the configuration of the navigation action to sheet 2, you see parameters at the bottom under target sheet setting. I asked if you added sales type parameter in there and configured the value with ALL. I think this will reset the sales type value whatever you selected previously when the navigation action works.
Case 1. When I configured the value with ALL, the navigated sheet (2nd sheet) wasn’t filtered by the filter.
Case 2. When I configured the value with Field: parameter name, the navigated sheet (2nd sheet) did not show anything (completely blank) without a filter.
What I’m looking for is: Step 1. When no filters were applied, the 2nd sheet should display all the records Step 2. When I clicked on the filter on 2nd sheet, it navigated me to 2nd sheet; and the 2nd sheet was filtered based on the filter in 1st sheet Step 3. After Step 2, when I clicked back on the 1st sheet and didn’t apply any new filters, the 2nd sheet should refresh to clear the filter and include all the records
Hope I made this easy to understand. Much appreciate it if there’s any possible solution or approach to get my desired result in the QS dashboard. Thanks.
just wondering if you configured filter with the parameter for the visual on he 2nd sheet? how to drill down to another sheet with navigation action & parameters is explained here in workshop : Workshop Studio, Exercise 4 - Navigation action to drill down on another sheet
for Step3, the parameter has the value from Step2, so if you want to reset the value, I believe you would have to create another navigation action to reset the value.