Drilldown in Dashboard Widgets
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Availability: Legacy Professional, Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free.; |
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Availability: Team, Business, Pinnacle, Apex. ; Unavailability: Free; |
Drilldown lets you explore your dashboard data in greater detail. When you click on a visual element like a slice of a pie chart, a bar in a column chart, or a segment in a graph, you’ll see a filtered view showing the exact items that make up that part of the data. This helps you quickly move from high-level summaries to the tasks, projects, or resources behind each metric.
Drilldown makes dashboards more interactive and helps you investigate trends and validate insights without extra filtering or navigation.
You can use drilldown in widgets that:
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Use New Filters.
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Are based on count metrics for tasks, custom item types, or projects such as All, Active, Completed, and Overdue.
You can’t use drilldown in widgets based on these metrics:
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Effort
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Time spent
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Custom fields
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Duration
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Approvals
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Time spent in status
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Utilization
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Capacity
The drilldown is supported in the widgets that have the following groupings (options selected in the Break by and Group By sections):
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None
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Status
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Status group
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Assignee
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Due date
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Completed date
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Importance
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Author
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Created date
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Last modified date
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Start date
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Item type
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Task date type
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Billing type
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All date options
Note
Double grouping is supported if both Break by and Group by options are from the list above. If either grouping isn’t supported, drilldown won’t work.
Example 1
If you create a column chart for Tasks using the All metric, broken by Due date (grouped by month), clicking a column will show all tasks due in that month.
Example 2
If you use a pie chart for Tasks with the All metric, split by Status and filtered by a Custom field value, clicking a pie slice will open the drilldown view.
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Navigate to the Dashboards section in the sidebar.
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Open the relevant space and click the dashboard you want.
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Find and select the widget you want to analyze.
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Click a visual element in the widget, like a bar in a column chart or a slice in a pie chart.
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A new window opens, showing a filtered list of items that make up that part of the chart.