How to create drill down dashboard

InfoCaptor Dashboard Software
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How to create drill down dashboard-Data Visualization?
In thisshorttutorial we will learnhowtobuildadrill downdashboard.Let’sgetstarted.
1. From topright corner,clickon Actions Newpage (Figure 1).
Figure 1
2. Fill inthe page detailsaccordinglyinthe Page Detailsdialogue box (Figure2).

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Figure 2
3. From topleftcorner,clickon Data (Figure 3).
Figure 3
4. Pickthe desirable database connectionyouwanttoworkon under My SQL (Figure 4).

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Figure 4
5. Under the Table listingforconnection,selectthe table youwantto workwith(Figure 5).
Figure 5
6. Thenclickon Analyze Data from selectedTable (Figure 6).

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Figure 6
7. Such a windowwill appearasshowninFigure 7
Figure 7
8. Then under the Dimensions and Measures you pick the desirable x and y values and drag them accordingly to
the tab of Colsand Valuesrespectively. In this case, the Product Line is being moved to Cols and Sales is being
moved to the Values (Figure 8).

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You may add another dimension to your chart. By adding another set in the Rows. In this example, customer class
has been added to the Rows showing multiple bars as a result against the same set of Cols (Sales in this case).

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Figure 8
9. Then you choose what graphical representation you want to visualize as under Visualize As on the left pane
(Figure 9).
Figure 9
10. You may choose to visualize your selected data as a chart or as a Pivot table. You may resize as desired.

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Figure 10
11. Thenadd it intothe dashboardbyclickingonthe icon on the topright cornerof the window (Note:The one
addedto the dashboardisjustwithone dimension).

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Figure 11
12. Here you can againresize yourchart so itcan be easierforyouto see everythinginone screen.
Figure 12
13. Go back to the Visualizertab onthe topleftcorner

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Figure 13
14. Then create the dummy filter. Right click on the Product Line (Dimension). Then click on Filter.
Figure 14
15. A FilterConditiondialogue box will appear.Clickonany value andclickon Include Valuesthenclickon OK.

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Figure 15
16. The pivottable or chart will thenbe reducedtothe value selectedonly.
Figure 16
17. Thenclickon the top righticon to addit intothe dashboard.

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Figure 17
18. Now the second widget appears on the dashboard but as of now the two are independent of each other.
Figure 18
19. Nowto linkthemup.Clickonany bar on the parentchart. In thiscase Office Stuff.

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Figure 19
20. ThenRight click on the child1  Data Source.
Figure 20
21. “Data Source forPivotgrid”dialogue box will appear.

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Figure 21
22. Thisis where the dummyfilter Copyingstuff wasadded. Delete this.
Figure 22
23. Thenclickon Show Filters/Prompts tab.

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Figure 23
24. A Pickthe Dashboardfilter/promptdialoguebox willappear.
Figure 24
25. Clickon Other

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Figure 25
26. Since onthe parentchart we clickedonthe Office Stuff.Sowe selectthisone.
Figure 26
27. Thenclickon Add SelectedFilter.

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Figure 27
28. The variable selected appears as the dynamic variable up against the Product Line condition.
Figure 28
29. Close the “Pick the Dashboard filter/prompt” dialogue box. And click on OK on “Data Source for Pivot grid”
dialogue box. Nowthe parentchartand child 1 are connected. The child 1 will dynamically respond to the click
on any of the bars on the parent chart.

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Figure 29
30. Now let’s add a second chart. Go back to the Visualizer tab.
Figure 30
31. NowselectanyotherDimension.Let’sselectRegionLookup anddragto the Cols tab.

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Figure 31
32. AndRemove the ProductLine appearingonthe Colstab.
Note:It isnot necessarytohave the Dimension tobe part of the table. As long as all the fields are coming from
the same table, the same vieworthe same sequel,youcan create this drill down. With the similar mechanism,
you create the drill down for the 2 table coming from different databases.
Figure 32

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33. Create any othervisualization.Let’screate a Sankey Flowdiagramfor thisby clickingon SankeyFlow under
Visualize Ason the leftpane.
Figure 33
34. Such a diagramwill appear.
Figure 34

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35. Nowthat we alreadyhave the Filterfor ProductLine,we will clickonthe dashboardiconto add RegionLookup
on the dashboard.
Figure 35
36. Nowonlychild1 is respondingtothe clicks.Child2needstobe linked.
Figure 36
37. Right click on child2  Data Source.

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Figure 37
38. Delete the dummyfilteralreadycreatedin“DataSource forPivotgrid” dialogue box.
Figure 38
39. Clickon ShowFilters/Prompts tab.

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Figure 39
40. From the “Pickthe Dashboard filter/prompt”dialogue box,clickthe ProductLine value.Thenclick OKonthe
“Data Source forPivotgrid”dialogue box.
Figure 40
41. Nowthe secondwidgetaddedisalsoconnectedtothe parentchart. Boththe widgetswouldnowrespondto
the clickon the bars of the parentchart.

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Figure 41
42. This does not limit you to adding any other parameter to the dashboard. So let’s say you want to add a
dashboard level parameter. Go to the Visualizer tab  Right click on any of the dimension  Create
Parameter.
Figure 42

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43. “Filter Condition” dialogue box will appear. Click on the radio button against Checkbox. Then click on Add as
Parameter to Dashboard.
Figure 43
44. So nowon checkingonany of the selectionfromthe lastaddedwidget,everyotherwidgetaddedresponds. But
the child widgets will respond not only to the parent chart added first here in this tutorial but also to the last
widget added, hence they have a double filter.
Figure 44

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45. So that’s how ye create a simple drill down dashboard. Click on Save Page icon to save your work.
Figure 45

How to create drill down dashboard

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