When drilling from a chart to a category using the Drill to Category Chart Type, filters will be passed to the destination category in the same way that a normal drill down works.
When using this Chart Type please bear in mind the following points:
The destination category must have Category Objects enabled, the passed filters (from the source category) are then used to fill in these Category Objects.
Any extra filters from the source category will be ignored in the destination category
...
, for example if you’ve filtered the chart on the source category by using a ‘Top’ filter
If the destination Category has a default value set for a Category Object it will be overridden , when Drill to Category is used, if the Category Object on the source Category is a different value when Drill to Category is used
If the source Category has a default value ‘All’ set for a Category Object it , the destination category will also be overridden, filtered to ‘All’ when Drill to Category is used, if . This also applies if the destination category has a default value set.
The following information relates to how filters are excluded:
If the ‘Filter’ box has been unticked for the Category Object filter on the source Category is a different value
When drilling from a chart to a category using the Drill to Category feature, now all the filters are passed to the destination category, just like how a normal drill down works to carry all the filters. This requires the destination category to have Category Objects, and the passed filters are used to fill in these Category Objects. The extra filters from the chart are ignored (because the configuration is not available in the destination).
**Further explanation about excluding filters:**
(Source category: CatA, target category: CatB):
CatA Category Object can untick "Filter", doing so won't pass this category object as a filter to CatB
CatA chart can select "Manually apply category filters", doing so won't pass any category objects to CatB
CatA chart Dimensions can untick "enable drill down filter", doing so won't pass a dimension to CatB
CatA chart Measures won't be passed to CatB
**Further explanation about Category Object default values:**
```
If CatA has Region Category Object,
And Region has "North" selected
CatB Region is set to "North" regardless if it has default values
If CatA has Region Category Object,
And Region has "All" selected
CatB Region is set to "All" regardless if it has default values
If CatA doesn't have Region
CatB Region is set to default values when drilling to CatB
```
**Further explanation about Operators:**
Operators: Filters can have different operators, while each category object type only supports one operator.
So if the filter (the source) is using an operator that the category object (target) accepts, the value is kept
Otherwise the filter is ignored
Current supported Operators of each category object type, and the filter operators that can be used to set these category objects:
SELECT - EQUAL_TO - (accepts: EQUAL_TO)
SEARCH - IN - (accepts: IN, EQUAL_TO)
CHECKBOXES - IN - (accepts: IN, EQUAL_TO)
IMAGES - IN - (accepts: IN, EQUAL_TO)
NUM_PICKER - EQUAL_TO - (accepts: EQUAL_TO)
SLIDER - BETWEEN - (accepts: BETWEEN)
FREE_TEXT - LIKE - (accepts: LIKE, EQUAL_TO)
SINGLE_DATE_PICKER - EQUAL_TO - (accepts: EQUAL_TO)
DATE_PICKER - BETWEEN - (accepts: BETWEEN)Category, the Category Object filter on the destination Category will not be changed when Drill to Category is used
If ‘Manually apply category filters’ is selected on the source category, the Category Object filter on the destination category will not be changed when Drill to Category is used
If the Dimension ‘Enable drill down filter’ is unticked on the source Category, the destination category will not be changed when Drill to Category is used
Source Category chart Measures won't be passed to the destination Category
In the following Bar chart example, we have a category that uses ‘Job Role’ as a Dimension. We’ve enabled ‘Drill to Category’ on this chart.
...
In our Destination Category, we have another Bar chart and this Category has a Category Object filter set up for ‘Job Role’.
...
When we click a Bar in our source category, the selected Job Role will be passed to the Category Object filter in the destination category and the chart in this category will be automatically filtered on the selected Job Role.
...