Create Drill-Downs

WorkBook intelligence allows you to create nested dashboards that are suitable for drilling down into the detail of widgets on a dashboard.

Such dashboards are initiated from a widget, and open a new dashboard on the page. WorkBook Intelligence supports two methods:

Accordions
Drill-downs (Jump-to dashboards)

Each supports a specific use case and can only be called from particular types of widgets.

Accordion Dashboards

The accordion dashboard enables you to toggle between different sub-dashboards on demand by clicking an indicator widget. This is useful for providing large amounts of information within a limited space. You can only call an accordion from an indicator widget, although that indicator can be in either the numeric or gauge style.

Create an Accordion Dashboard

Any dashboard can be an accordion, but it requires a specific naming convention to be identified as such. An accordion dashboard can contain any number of widgets and can inherit the filters of the parent dashboard if required.

To create an accordion dashboard:

Create a dashboard in the normal method as described in Create a Dashboard. It is best practice to place the accordion dashboard in the same dashboard folder as the parent so that you can manage and organize related dashboards easily.
After you create the dashboard, rename it using _accrd_ as the prefix of the name. Without this prefix, WorkBook Intelligence cannot identify the dashboard as being an accordion dashboard. The rest of the name should be meaningful relative to the use of the dashboard, but it must contain this prefix.

An accordion dashboard behaves like any other dashboard; thus, you can add widgets and edit or customize it in any of the ways described in this online help.

Link an Accordion Dashboard to the Indicator Widget

You must now add a script to the indicator widget to call the accordion dashboard.

To link an accordion dashboard to its indicator widget:

Locate the indicator from which you want to call the accordion, and click the Edit icon in its top-right corner to open the widget for editing.
With the widget open, click the Options icon at the top right of the preview pane and select Edit Script from the shortcut menu.
This opens a new browser tab that contains the Script Editing window.

Paste the following script into the Script Editing window.

     widget.on('ready', function(){

     Accordion({

     //default: true, // uncomment this to make accordion to open on start

     element: element,

     widget: widget,

     dashboard: dashboard,

     dashboardName: ¹Accordion Dashboard name¹,

     filters: ["[Table 1.Field 1]","[Table 2.Field 2]"], //List the Table and Fields that are to apply as filters to the Accordion dashboard. In general these should align to the Dashboard filters of the indicator widget that calls the Accordion dashboard

     dashboardFiltersInheritance: false, //gives the possibility to apply all of the filters from the parent dashboard to the Accordion dashboard

     widgetFiltersInheritance: false // set to true if you want the Accordion dashboard to inherit the widget filters

});

})

Next, edit the following parts of the script:
```
     dashboardName
```
Replace Accordion Dashboard name with the exact name that you gave to the accordion dashboard, including the _accrd_ prefix. This name should appear within single quotation marks as indicated in the script.
```
     Filters:
```
You can enforce the inheritance of selected filters by the accordion dashboard by listing the tables and fields in the filters: line of the code. Alternatively, add // to the beginning of this line (it should cause the whole line to change to green text) to comment out the enforced filter inheritance. Place all enforced filters within square brackets, with the table name separated from the field name by a single period. Each item should also have single quotation marks around the filter, and multiple filters should be separated by commas.
Note:
- This script is not updated dynamically. If you change the name of the accordion dashboard in any way, you must update the script.
- If you do not include the _accrd_ prefix in the accordion dashboard name, the accordion behavior is not triggered, regardless of applying this script.
When you use the enforced filters line of the script, any filters that you want the accordion dashboard to inherit must be explicitly listed. Any filter that is not listed is not inherited, regardless of whether it is within the filters of the parent dashboard.
After you have completed entering and editing the script, click the Save button in the upper-right corner. A small confirmation notification tells you that the script is saved. You can close the browser tab, returning to the widget editing browser tab.
Click Apply in the upper-right corner of the widget preview pane and return to the parent dashboard.

You can tell that an indicator widget has an accordion attached by the visual indicator on the left of the widget title and the fact that the mouse cursor changes when you scroll over that indicator. Clicking the indicator with the mouse now opens the accordion dashboard.

Drill-Down Dashboards

Drill-down dashboards enable users to get a deeper level of detail behind a specific number in a pivot. Drill-downs are best used with pivot widgets.

Create a Drill-Down Dashboard

To create a drill-down dashboard:

Create a dashboard in the normal method as described in Create a Dashboard.
You should create the drill-down dashboard in the same folder as the parent dashboard because this helps with the linking of the two dashboards later in the process.
After you create the dashboard, rename it with _drill_as the prefix of the name. Without this prefix WorkBook Intelligence cannot identify the dashboard as a drill-down dashboard. The rest of the name should be meaningful relative to the use of the dashboard, but it must contain this prefix.

A drill-down dashboard behaves like any other dashboard, but it should contain only a single widget. That widget should be a copy of the pivot widget that calls it. You can then edit the copied widget in such a way that the information that you are presenting supports a deeper level of detail relative to the numeric value that called it.

Link a Drill-Down Dashboard to a Pivot Widget

Attention: A key requirement for the linking of a drill-down dashboard is that the drill-down and the pivot widget that triggers it must share the same data source.

There are two parts to the linking of the drill-down dashboard to the pivot widget.

To link a drill-down dashboard to a pivot widget:

Locate the pivot widget from which you want to call the drill-down and open its edit window.
Click the Options icon in the top-right corner of the preview pane and select Jump to Dashboard on the shortcut menu. Another menu displays all of the available dashboards with the prefix _drill_ that are in the same folder and the parent dashboard.
Select the dashboard that you want to link to from the pivot widget.
With the pivot widget still open, open the Options shortcut menu again and select Edit Script. This opens a new browser tab that contains the Script Editing window.

Paste the following script into the Script Editing window.

     prism.jumpToDashboard(widget, { displayDashboardsPane:false, displayFilterPane:false ,displayToolbarRow :false, displayHeaderRow :false});

You can use this script without applying any edits. It defines the layout of the dashboard that opens, ensuring that peripheral elements are not included and that only the single dashboard contained in the drill-down dashboard is visible when opened on-screen.