Drill to Category Chart Type with Filters

Owned by Karen Hogan (Unlicensed)
Last updated: Jun 21, 2021
2 min read

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 if the Category Object on the source Category is a different value when Drill to Category is used

  • If the source Category has ‘All’ set for a Category Object, the destination category will also be filtered to ‘All’ when Drill to Category is used. 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, 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.