{"id":3283,"date":"2021-04-28T11:20:37","date_gmt":"2021-04-28T18:20:37","guid":{"rendered":"https:\/\/SUMMALAI.COM\/?p=3283"},"modified":"2021-04-28T11:20:39","modified_gmt":"2021-04-28T18:20:39","slug":"how-to-set-up-cross-report-drillthrough-in-power-bi","status":"publish","type":"post","link":"https:\/\/SUMMALAI.COM\/?p=3283","title":{"rendered":"How to Set up Cross-Report Drillthrough in Power BI"},"content":{"rendered":"\n

With the Power BI cross-report drillthrough<\/em> feature, you can contextually jump from one report to another report in the same Power BI service workspace or app. You can use cross-report drillthrough to connect two or more reports that have related content, and to pass filter context along with the cross-report connection.<\/p>\n\n\n\n

To initiate cross-report drillthrough, you select a data point in a source visual<\/em> of a source report<\/em>, and then select the cross-report Drillthrough<\/strong> target from the context menu.<\/p>\n\n\n\n

\"Power<\/figure>\n\n\n\n

The drillthrough action opens the target page<\/em> in the target report<\/em>.<\/p>\n\n\n\n

\"Power<\/figure>\n\n\n\n

This article shows you how to set up and use cross-report drillthrough for Power BI reports.<\/p>\n\n\n\n

You can’t use cross-report drillthrough with individually-shared Shared with me reports<\/a>. To use cross-report drillthrough, you must access reports in workspaces that you\u2019re a member of.<\/p>\n\n\n\n

Enable cross-report drillthrough<\/h2>\n\n\n\n

The first step in enabling cross-report drillthrough is to validate the data models for the source and target reports. Although the schemas in each report don’t have to be the same, the fields you want to pass must exist in both data models. The names of the fields, and the names of the tables they belong to, must be identical. The strings must match, and are case-sensitive.<\/p>\n\n\n\n

For example, if you want to pass a filter on a field State<\/strong> within a table US States<\/strong>, both models must have a US States<\/strong> table, and a State<\/strong> field within that table. If not, you must update the field name or table name in the underlying model. Simply updating the display name of the fields won’t work properly for cross-report drillthrough.<\/p>\n\n\n\n

After you validate your models, enable the source report to use cross-report drillthrough.<\/p>\n\n\n\n

  1. In Power BI Desktop, go to File<\/strong> > Options and settings<\/strong> > Options<\/strong>.<\/li>
  2. In the Options<\/strong> window left navigation, at the bottom of the Current file<\/strong> section, select Report settings<\/strong>.<\/li>
  3. At bottom right, under Cross-report drillthrough<\/strong>, select Allow visuals in this report to use drillthrough targets from other reports<\/strong>.<\/li>
  4. Select OK<\/strong>.\"Enable<\/li><\/ol>\n\n\n\n

    You can also enable cross-report drillthrough from the Power BI service.<\/p>\n\n\n\n

    1. In Power BI service, select the workspace that contains your target and source reports.<\/li>
    2. Next to the source report name in the workspace list, select the More options<\/strong> symbol, and then select Settings<\/strong>.<\/li>
    3. Near the bottom of the Settings<\/strong> pane, under Cross-report drillthrough<\/strong>, select Allow visuals in this report to use drillthrough targets from other reports<\/strong>, and then select Save<\/strong>.\"Enable<\/li><\/ol>\n\n\n\n

      Set up a cross-report drillthrough target<\/h2>\n\n\n\n

      Setting up a target page for cross-report drillthrough is similar to setting up drillthrough within a report. Enabling drillthrough on the target page allows other visuals to target the page for drillthrough. To create drillthrough within a single report, see Use drillthrough in Power BI Desktop<\/a>.<\/p>\n\n\n\n

      You can set up a target for cross-report drillthrough in Power BI Desktop or Power BI service.<\/p>\n\n\n\n

      1. Edit the target file, and on the target page of the target report, select the Fields<\/strong> section of the Visualizations<\/strong> pane.<\/li>
      2. Under Drillthrough<\/strong>, set the Cross-report<\/strong> toggle to On<\/strong>.<\/li>
      3. Drag the fields you want to use as drillthrough targets into Add drillthrough fields here<\/strong>. For each field, select whether you want to allow drillthrough when the field is used as a category, or when it’s summarized like a measure.<\/li>
      4. Select whether you want to Keep all filters<\/strong> for the visual. If you don’t want to pass filters applied to the source visual to your target visual, select Off<\/strong>.\"Visualizations<\/li>
      5. If you’re using the page for cross-report drillthrough only, delete the Back<\/strong> button that’s automatically added to the canvas. The Back<\/strong> button only works for navigation within a report.<\/li>
      6. After you configure the target page, save the report if you’re using the Power BI service, or save and publish the report if you’re using Power BI Desktop.<\/li><\/ol>\n\n\n\n

        That’s it. Your reports are ready for cross-report drillthrough.<\/p>\n\n\n\n

        Use cross-report drillthrough<\/h2>\n\n\n\n

        To use cross-report drillthrough, select the source report in the Power BI service, and then select a visual that uses the drillthrough field in the way you specified when you set up the target page. Right-click a data point to open the visual context menu, select Drillthrough<\/strong>, and then select the drillthrough target. Cross-report drillthrough targets are formatted as Page name [Report name]<\/strong>.<\/p>\n\n\n\n

        \"Power<\/figure>\n\n\n\n

        You see the results in the target cross-report drillthrough page, just as you set them up when you created the target. The results are filtered according to the drillthrough settings.<\/p>\n\n\n\n

        \"Power<\/figure>\n\n\n\n

         Important<\/p>\n\n\n\n

        Power BI caches cross-report drillthrough targets. If you make changes, be sure to refresh your browser if you don’t see the drillthrough targets as expected.<\/p>\n\n\n\n

        If you set Keep all filters<\/strong> to On<\/strong> when you set up the target page, filter context from the source visual can include the following:<\/p>\n\n\n\n