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Using Drill Down

You can click activated elements in Shell Dashboard blocks to drill into layers of data contained in the Shell.

Notes:

• The drill-down functionality is supported for charts only. Drill Down is not available for grids or tables, and Drill Down stops when a grid or table is encountered.
• If a Drill Down block has Cost Sheet columns that are based on a formula, the data will not be displayed.
• Any dashboard based on active task information or data view based on active tasks cannot be drilled down to the actual record.

To drill-down into Shell Dashboard block data:

1. Click a data representation in the data block.

   For example, you can drill down into the next configured level of data for a Shell called Terminal Expansion by double-clicking that section of the chart.

2. View the next level of data. In this example, after you double-click Terminal Expansion, the next level of data is displayed.
3. To the original data view, click the left arrow icon.

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Last Published Wednesday, July 2, 2025