Using a value in a filter action for sending parameters to a drill through report


I have a visual of horizontal bar chart, aggregating customer’s by volume.
When clicking on a certain customer, the whole dashboard is being filtered by the clicked customer.
one of the visuals, being filtered, is a pivot table.
When clicking on one of the value cells in this pivot, I created an action for drilling through to detailed report.
My question - how can I transfer the value of the clicked customer in the upper horizontal bar chart to the action filter so is will also filter the detailed report?


Hi Amihai,

To do this you can create a parameter to hold the customer value.

  1. Create the parameter.
  2. Create a filter for the sheet based on the parameter which filters all the visuals you’d like to filter.
  3. Create the action on the bar chart, choose navigation action as the action type, keep the target sheet as the same sheet, and select the parameter you just created.
  4. Now when you click on a customer the parameter value will be set.
  5. You can create another filter on the drill through report which uses the same parameter, then when you drill through the data will be filtered as expected.

Let me know how you get on.