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    Multi drill down dashboards.

    Posted by Audrey on April 29, 2016 at 1:12 pm

    I need some help regarding creating some dashboards in SFDC which can be drilled down to multiple layers. For ex, If I am viewing quotes generated in Asia region, then after clicking on it, it should take me down deeper to another dashboard with quotes generated in all countries of Asia region. Please give me a feasible solution.

    Manpreet replied 7 years, 11 months ago 2 Members · 1 Reply
  • 1 Reply

  • Manpreet

    Member
    March 23, 2017 at 1:13 pm

    Hi Audrey,

    This is an existing feature, and I know of two options that you can use. My preference is Option 1, and I've been using it on my dashboards.

    Option 1:
    If you want to take users to another dashboard when they click on a dashboard component, in the "Dashboard Component Edit" page simply select "Other URL" in the "Drill Down to" field and type in the URL for the 2nd dashboard in the "Drill Down URL" field. Then in the 2nd dashboard, the users can click on those components and be taken to the underlying reports.

    1

    Option 2:
    In the "Dashboard Component Edit" page, you can use the "Footer" field and enter text and the URL of the 2nd dashboard. Not as fancy of a feature as Option 1, since the user will have to copy & paste the URL in their browser. And when the user clicks on the dashboard component, they will be taken to the underlying report.

    Thanks.

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