You are here: Primavera Unifier User Mode > Shells > Configuring a Shell Dashboard > Add a drill-down block to your dashboard

Add a drilldown block to my dashboard

 

You can add a drilldown block that allows you to access greater levels of data detail.

For example, if a dashboard block shows a pie chart with data for two projects, called Parking Extension and Terminal Expansion, and you double-click on Terminal Expansion to expose the vendors on that project:

 

 

To continue the example, when you double-click on Terminal Expansion the to access the vendor information, and the amount associated with the vendors Acme Equipment, Pacific Building Interiors, and L. Loring & Company:

 

 

Note: If you want to use filters on your dashboard blocks, you must first define a drilldown block.

To add a drilldown block to your shell dashboard

1 On the Edit Dashboard window, click Add > Drilldown. The Edit Drilldown Block window opens. Drilldown functionality is supported for charts only, and is not available for grids or tables. Drilldown will stop when a grid or table is encountered.

 

   

This item

Does this

Data Cube

Select the data cube definition to use. Data cubes are queries that can be defined and reused to create charts on your dashboard. Your company administrator defines the data cubes.

Block Title

Add a title for this block.

Block Filter Elements

Group By elements from the data cube. This determines which columns from the data cube definition will be used to group data for filtering.
2 Click Add to add Drilldown Details. The Edit Drilldown Details window opens.

 

   

In this field:

Do this:

Title

Enter a title for the drilldown.

Show Data From

Select the shells to use as data sources.

Display Type

Select the type of display, for example, a bar chart.

Source Grouped By

Select the columns from the data cube definition that will be used to group data.

Output Type

Select Record Count or Summary Value.

Report On

Select the columns from the data cube to be defined as Summary.

Summary Type

Select the summary type.

Show Result

Select the type of result, for example, Actual Value.

Show Total

Select to show the totals for the data.

Decimal Places

Select the number of decimal places.

Use 1000 Separator (,)

Select to use a comma (,) as a separator.

Negative Number Format

Specify the format for negative numbers.

Currency Format

Select the currency format.
3 Click OK, and click OK to exit the Edit Dashboard window.

 

 

 

 

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