Using Source and Target Dashboards

*  To use a source and a target dashboard:

  1. Open a source document (for example, Sales Dashboard_esm.bqy)..

    Query panel is displayed.

  2. Select one or more filters, and run the query.

    The Home dashboard is displayed.

  3. Optional: Click Query Limits button, and process another query using different query limits.

  4. Optional: Set local filters.

  5. Optional: Modify the target of the drill operation using Drill to button.

  6. Double-click a cell in a pivot to commence the drill request. These actions are performed:

    • The drill intersection is computed

    • Local filters are gathered

    • Query limits are gathered

    • The Query Panel connection credentials are gathered

    • The drill request is initiated

    • The target document is opened

    • The credentials and limits are applied to the drill query of the target document and the query is processed

    • The target section is displayed

  7. Optional: Close the document and the source is displayed, or click Drill Back button to display the source.