Drill-in

drill in is what happens when you click a data mark on a report chart (a bar, slice, line point, heat cell, sankey link, and so on) turbine turns that click into report filters so the record list matches the segment you chose filters that came from the chart often show a chart icon next to them drill in is not opening a single record from the table (for example clicking case name or tracking id ) that action opens the record drill in changes which rows appear in the table by adding or updating filters where drill in runs (two places, same rules) the chart click is always turned into filters on the report what differs is whether you are already on the report page where you click what happens report page (search) with the chart open filters update on the current page the table refreshes to match you stay on the same url dashboard card that shows the chart turbine opens the same report in search and applies the same drill in filters when search loads (you navigate from the dashboard to the report) same rules in both places if something works on the report page but looks wrong after you came from a dashboard, the cause is usually permissions , unsaved report changes , or chart configuration —not a different drill in behavior use drill in on the report page complete part 1 if you do not have a chart yet if a chart is already visible, start at part 2 part 1 — show a chart (required) drill in runs only when a chart is configured and rendered above the record table open the report (for example from reports in the sidebar) if you see + add chart , select it use the query tab to add measures and dimensions until the chart preview is valid pick a chart type until the chart draws part 2 — click the chart click a visible data mark on the chart (not empty background) open filters in the toolbar new conditions should reflect the values you clicked (filters may show a chart related icon) confirm the record table below reflects those filters filters is also where you build manual conditions (condition builder) drill in adds filters when you click the chart manual filters and drill in filters can both apply together use drill in from a dashboard open the dashboard and find the report card that shows the chart click a data mark on the chart wait for search to open that report check filters and the table as in part 2 above if search does not open, verify you can open the report and records (permissions) which groupings and fields drill in supports the chart dimensions (how the date or category field is grouped) control whether drill in can build a useful filter for typical date and date and time groupings such as calendar day , week , month , quarter , and year , drill in fully builds filters (exact filter shape depends on the grouping) known limitations situation expected result group by day of week drill in does not reliably narrow the table to the bar you clicked use group by day (calendar), week , month , or similar, or set filters manually group by hour same as day of week prefer another grouping or manual filters time only date fields (time of day without a full date context in the drill in path) not handled the same way as full date or date and time fields report filters that use or when the saved report defines or between conditions in filters (condition builder), drill in may not preserve every applied filter in the same way as on the dashboard the chart on the dashboard and the record table in search after drill in can show different rows drill in is most reliable when filters use and logic, or when the report has no preconfigured filters beyond what drill in adds other dimensions (lists, references, user groups, and so on) generally map to equals or contains style filters clicking an other bucket on a chart can add does not equal filters for every value that is not other some chart types use special click handling (for example sankey and percent gauge ) the details follow the same idea click → filters on the report saving after drill in drill in updates the report’s filters in the session to keep those filters on the report for next time, save the report (if you have permission) if you do not save, navigating away may drop unsaved filter changes depending on your workflow