Add a Drill Down Block to My Dashboard

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

Note: If a Drill Down block has Cost Sheet columns that are based on a formula, then the data will not be displayed.

Example

The pie chart below shows data for the following two projects (Contract by Projects):

This is an example drill down pie chart.

If you double-click the pie chart for the Terminal Expansion project, then the amount associated vendors pie chart will display (greater levels of data detail), as shown (Contract by Vendor):

This is an example drill down pie chart.

Note: If you want to use filters on your dashboard blocks, you must first define a Drill Down 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. See the first table below.
  2. Click Add to add Drilldown Details. The Edit Drilldown Details window opens. See the second table below.
  3. When complete, click OK, and click OK to exit the Edit Dashboard window.

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.

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.

Additional Information

If a Drill Down dashboard (Table or Grid) is set to show data from current shell, then when you create a report of your records the report will contain all the pertinent records as hyperlinks, which can take you to the details of that record.

If a Drill Down dashboard (Table or Grid) is set to show data from sub-shells, then when you create a report of your records the report, will contain all the pertinent records without any hyperlinks, by design.


Last Published Sunday, July 20, 2025