How to Add a Details Button

Simplify navigation and improve the end-user experience with "Details" button. With this new option, you can link related datasets and synchronize their filters, ensuring your filtering preferences carry over when moving from one dataset to another, so you can quickly access the data you need.

 

To Add Details Button

  1. Select the dataset you want to work with inside "My Datasets" and click the edit button. All datasets from the IntelliBoard library must be added to "My Datasets" and cloned before they can be edited.
  2. Click on the "Settings" tab in the Builder.
  3. Locate the "Drill Down Dataset" and select the dropdown menu to choose the dataset you wish to link.
  4. The "Drill Down Filters" button becomes active.
  5. Click the button and select from a checkbox list of filters that is displayed. This list shows only filters that are identical in both the source and the linked dataset.
  6. Click "Save" to apply your changes.

To Use the Details Button

  1. Apply filters to the source dataset as needed.
  2. Click the “Details” button to navigate to the linked dataset. The linked dataset will open prefiltered with the values specified in the source dataset’s filters.

 

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