Tuesday, May 12, 2009

Creating a navigation/drill thru report

In my last post I talked about using the navigation capability in the reporting layer to create the illusion of Drilling down.

This is easily achieved by creating a report with all the elements you wish to see. (Kind of like a detailed view)
We were using "Loan ID" to click thru to this report.
To allow a user to prompt on "Loan ID", so that only the data relevant to that "Loan ID" is displayed, the "Loan ID" needs to be prompted.
This can be easily done in the filters section by setting the option to 'is prompted'
Now whenever a user click on a "Loan ID", the report will navigate to this detailed report and present the user with more detailed information about that "Loan ID"

So far we have gone through many iterations in our report development.
One of the changes made was that "Loan id" was renamed to "Loan ID". The fact that the case of the attribute name was different did not cause any of the pre-existing reports to fail. But it did not work when navigating using prompts. "Loan id", was not able to prompt "Loan ID".
If you are going through many changes and could miss something, my suggestion would be to always check the names & spelling of the attributes or they will not work as you imagine they should.

2 comments:

  1. Thanks it is vary usefull. i have one qustion in report, for example:state,city there if click paticlur state. regarding state, citys are displyed but i want choose to paticlure state, i need to disply paticlure state and all citys.

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  2. Thanks for the information.
    Can Drill-down paths being made dependent on the role users have?
    For example the primary drill-down path of a product manager is to drill into the product groups; the primary drill-down path of the director sales is region.

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