Set Up Navigation from Aggregated Analysis to Detail Analysis

[cactus]

We have data for sales and orders which we aggregate up to the week end for purposes of showing in a combined KPI table. We want users to intuitively click on the pivot table (columns are week end dates) for either sales or orders, and pull up the appropriate detail.

I’ve reviewed this topic but don’t understand how to expand it to our use case, where I want to click on sales for week end 11/22 and have it filter the detail table for sales from 11/16-11/22.

Download Granular Data - Action Filter to link Aggregated Pivot Table with Detail Tables

Hello @yingkz, there is a lot going on here so I will try to provide you with the solution that I think is most likely to work for this scenario. I’d recommend adding parameters for all of the values that you want to filter the other visual by. Then build a navigation action and have it set those parameters based on the fields that you want to determine the filters. Then it can navigate you to the sheet with the table you are wanting to filter (that can include the same sheet), and make sure th…

[Giridhar.Prabhu]

Hi @cactus

Can you share how you have setup your Analysis as of now with screenshots of visuals and your parameters

Regards,
Giri

[ErikG]

Hi @cactus
do you need help still?
You want to jump from your aggregated table to a detail table, right?

BR

[Brett]

Hi @cactus,
It’s been awhile since we last heard from you, did you have any additional questions regarding your initial post?

If we do not hear back within the next 3 business days, I’ll close out this topic.

Thank you!

[Brett]

Hi @cactus,
Since we haven’t heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new post in the community and link this discussion for relevant information if needed.

Thank you!