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Drill down across report tabs

May 05, 2017 at 11:50 AM

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Hi there! I am new to SAP Business objects. I would like to create drill down dashboards in Web Intelligence UI but do not want multiple reports under one tab or have to create multiple documents for each of the report elements (and then have to link them afterwards); I thought that of linking reports contained in first, second and third tabs for instance: The first tab would contain a high level / Summarized report and when drilling down into the report for more detail I would like to link it to a report contained in the next or second tab in which it would provide more granularity / detail (the data for the second report should update according to the elements clicked on in the first report, same as it would when creating element links). And then possibly do the same in the second report - drill down into it which would display more detail inside reports contained under the 3 tab. Hope this makes sense. I've seen old posts stating that tab linking is not supported, is this still the case? If so how can I go about achieving this?

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3 Answers

Mahboob Mohammed May 05, 2017 at 12:27 PM
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Hi Dean,

Such feature exists in Tableau, I think SAP should work on bringing that feature. Please vote up on this idea for your requirement.

I can think of one workaround though, following may be the steps:

  1. Create a webi report with multiple queries.
  2. 1st query for summary level data displayed in 1st tab, e.g. State and Sales Revenue from eFashion universe. No filter in this query.
  3. 2nd query for detail level data displayed in 2nd tab, e.g. Year, State, City, StoreName, Lines, Sales Revenue, Quantity Sold and Margin from eFashion universe. Create a prompt on State.
  4. In the Webi report, Merge dimensions on State column from both queries.
  5. Create 1st tab (call it Summary) with data from 1st query only, which will just be 2 columns, State and Sales Revenue.
  6. Create 2nd tab (call it Detail) with data from 2nd query only, which will be columns mentioned in bullet 2 (above).
  7. Go back to 1st tab (Summary), add Linking with Document link option on State column, specify State object (from 1st query), as response to Prompt (as we've a prompt on State in 2nd query).
  8. Specify to open in same window
  9. Specify to open the 2nd tab or report (checkout this post for syntax to open other report tabs)
  10. Save the report and test it.
  11. Add a 3rd query if you want to drill further, follow the similar logic.

But, this is not the most efficient way, you'll be bringing in redundant data. Creating multiple reports is the best way to do it. In those reports, you can create a hyperlink to previous report, as go back to level 1, so you won't be bringing in same data in multiple queries.

Thanks,
Mahboob Mohammed

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Dean Moses May 05, 2017 at 01:44 PM
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Hi Mahboob,

Many thanks for your response, greatly appreciated.

That sounds promising, will give it shot. I would like to follow best practices as much as possible so will definitely try and implement as recommended thanks!

Regards,

Dean

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Koen Hesters May 05, 2017 at 01:59 PM
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Hi,

WebI reports are famous for the drill down functionality. On universe level you can set a drill down path, so you can drill down via that path. Additionally you can set up element linking within the report and document linking to other documents

Grtz

Koen

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