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Analytics > Dashboards > Controlling How Results Display When Users Drill Down in Dashboard Pages

Controlling How Results Display When Users Drill Down in Dashboard Pages

You can control how results are displayed when a user drills down on an analysis in a dashboard. The results can be displayed in one of the following ways:

• The new results can be displayed directly in the dashboard, replacing the original analysis.

  This is the default behavior. The area occupied by the original analysis resizes automatically to hold the new results.

• The entire dashboard can be replaced with the new results.

This behavior is controlled by the Drill in Place option in the dashboard builder. The option is set at the section level, which means that it applies to all drillable analyses within the section. Users can click the browser's Back button to return to the original analysis or the dashboard.

Before you begin. To edit a dashboard, your user role must have the Access V3 Analytics privilege. To edit dashboards other than your own personal dashboard (My Dashboard), your user role must also have the Manage Dashboards privilege. In addition, to edit a custom dashboard that is stored under /Shared Folders/Migrated Company Wide Shared Folder, your user role must have the Access Migrated Company Wide Shared Folder privilege.

To control how results display when users drill down in dashboard pages

1. Open the dashboard in the dashboard builder.

   For information about opening a dashboard in the dashboard builder, see Editing Dashboards.

2. In the dashboard builder, click the Properties icon for the section and make your selection for the Drill in Place option:
   • To show the new results directly in the dashboard, click Drill in Place to select it. A check mark appears next to this option when it is selected.
   • To replace the dashboard with the new results, click Drill in Place to remove the check mark.