Cross-report Drillthrough in Power BI

yo what's up this is Patrick from Guyana Q and in this video we're gonna talk about cross rapport drill through and power bi stay tuned cross rapport drill through so the traditional drill through has been out a while and if you don't know how to do the page to page when I say traditional talking about the page to page drill through within the same report if you don't know how to set that up go watch my video I got a video that I published a while ago about it check it out it'll walk you through the steps in this video I'm gonna talk about cross reports so I have one page in one report let's call it my source report source report is a report that will actually use the visual that you'll use to invoke the drill to the other report the other page and the other report that's my source and the report that you land on we're gonna refer to that as our target right that's actually gonna be the page that you land on after you after the drill is initiated from your other report right so two separate reports I'm gonna go from one page and one report my source report to another page in my in another report and so the reason I'm doing this is because I kind of stumbled when I set this up the first time and then there's a really interesting scenario that somebody brought to me and I'm gonna show them how to solve it in this video okay alright so the scenario I have one report that contains everything I need from a pretty high level and I saw another report that contains some other information I need I can recreate that report that page right and then the initial report or how can I link them up and I know you guys are seeing my videos where I use the hyperlinks and the URL filters to go from one page the other but you don't have to do that anymore right you can use cross report drill through and I'm going to show you how to do it so that's the scenario so we're gonna start we're gonna start with too much talk and you guys know what I like to do alright let's head over my laptop okay here's my here's the source report and remember the source report is what's gonna initiate all this drill through and so in my source report I have two pages my overview and then I've configured drill really simple I've configured drill I right-click and I click drill through to monthly sales right and that will filter this report based on all my current filters and I set that up like I said if you haven't watched the video on drill through go take a look and you can see where I I just took my month column and I dragged it right here and that initiated the page to page drill through but what I want to do right it's configure the page to page drill through across reports so well from one page to another page in two separate reports and so remember this is my source so I'm gonna open up my target to configure this what you're gonna do is this is this is this is the steps you would take to configure across report drill through open up your target report on your target report it so open up the visualizations pane and you'll see a little toggle for cross report switch it to home by default it's gonna be off just like this toggle it on all right then the next thing you want to do is you want to identify the column that you're gonna use to connect those two reports one of the requirements is that one of the main requirements is that those you need to have those columns and they need to be named the same and they need to exist in boat reports but more importantly in addition not more importantly but in addition to that the table names the tables that contains those columns those names must be the same also okay the table and the column names must be exact same across both of those reports all right then you identify that column you just drag it down to the drill to section here all right the drill do Doyle all right once you do that then all you need to do is go to file options options and settings and options and then what you're gonna see there's gonna be two sections global and current file select current file and look for report settings and you're gonna see a property a little section called cross report drilled through and there's gonna be a property allow visuals in this report to use drill through targets from other reports check it all right click it you have to click that all right and then click OK save the report and then publish it if you forget to do this that's okay I'm gonna show you how to do it in the service also okay so this is our target report this is where we're gonna land after we initiate the drill through in the source got it okay so now you go over to your source report you go to your source report and what you're gonna do is on that visualization pane you'll see that cross report you're gonna be tempted to toggle it on it just seems like I should toggle it on but I'm gonna you know conjure up my inner Samuel Jackson I just saw the Avengers in game don't touch that toggle all right leave it alone right leave it alone and the only thing you need to do is make sure that that table and column from your target report exists in the source report and ensure that you can get the context of that that value when you pass it in other words I have a table that contains that order number so when I right click it's gonna grab that order number pass it to the other report and filter that page by that order number okay and then go to file options and settings options the exact same property the exact same properly locate can file report settings check the box check the box all right click OK save the report and publish it all right almost done then you go to your workspace where you publish these reports if you forgot to set that property once you go to your report Network space you'll see a little gear on either one of those reports you need to remember this property needs to be set for both the target and the source the source center target however you want to line them up you click that gear you scroll to the bottom if it doesn't appear and you'll see Kraus report drill through make sure it's gold make sure it's toggled on and repeat that for both of them if you've got to do it in the desktop once that's done all you need to do is go to your source report so I'm on my source report I'm gonna go to my page to page drill I'm drilling from one page in one in the same report so a page in one report to another page in the same report not leaving any report the both of these reports my source and my target must be in the same workspace I think I forgot to say that earlier these reports must be in the same workspace all right so I'm gonna right-click I'm gonna drill through to monthly sales overview that filters that page so now what you want to do is finally you know the order that you want to drill through right click it select drill through and what you're gonna see is the name of the page with the actual report name in brackets so I'm gonna go from I'm gonna go from my source page over to the customer details page in the target report alright so remember this number two old not remember this number right here 201 nine I'm just kidding right right click click drill and now what's gonna happen is it takes that order number passes it to another report in the same workspace on a page in that report filters that report let me open up the filters pane just so you can see right filters that report because I said keep all my filters not only does it feel to report by all the filters that's specified on that page but it also takes that order number and filters in my new report my new page in my report by that order number fabulous this is great this is great there's a couple of clicks you got to learn some clicks to get all this set up but not a whole bunch of work I stumbled but now with this video hopefully nobody else Thomas all right what do you guys think you got think you got any questions comments you know what to do post them in the comments below it's your first time visiting guy in the cube Channel hit that subscribe button and if you liked my video big thumbs up as always from Adam and myself thanks for watching see you in the next video little guy in the cube

Channel: Guy in a Cube

Views: 145,754

Keywords: power bi, power bi demo, power bi desktop, power bi desktop tutorial, power bi desktop tutorial for beginners, power bi desktop update - april 2019, power bi reports, power bi training, power bi tutorial, power bi tutorial for beginners, cross-report power bi, drillthrough in power bi, drillthrough in power bi desktop, drillthrough power bi example, drillthrough reports in power bi, business intelligence, powerbi

Id: OcZr_70OGPo

Length: 7min 55sec (475 seconds)

Published: Wed May 01 2019