Custom Drill Down > Dashboard

Open another dashboard or filter the current one from a clicked data point

The Dashboard drill down opens another dashboard in a popup—or filters the current dashboard—using the clicked row's data.

Use it to connect a high-level overview to a detailed dashboard, with the context of the clicked data point carried over as filters.

Here is a short interactive demo:


How to Create a Dashboard Drill Down

1: Click a Data Segment

Click any data segment on the dashboard element and select + Drill down from the menu.

This opens the Add drill down modal.


2: Select Dashboard as the Drill Down Type

In the Drill down Type dropdown, choose Dashboard.


3: Select the Target Dashboard

Select a dashboard from the dropdown to configure the drill down action.

You can pick any of your dashboards—including the one you are on, marked (Current).


4: Pass Clicked Segment Columns to Dashboard Filters

Give the drill down a descriptive name (e.g., KPIs)—this is the label shown in the drill down menu.

Then map the columns from the clicked segment to the Dashboard Filters of the target dashboard:

  • Clicked Row (Source): a column from the clicked segment (e.g., Orders.OrderDate__month)
  • Dashboard Filter (Target): the filter on the target dashboard that should receive the value (e.g., Order Date)

The Example Value column shows a preview of the value that will be passed, based on the segment you clicked (e.g., 2025-08).

Click + Add Mapping to map additional columns.


5: Save

Once the setup is complete, hit Save.


6: Use the New Drill Down

Click any segment on the element and select the drill down by name from the menu.


7: Dashboard Opens with Filters Applied

The target dashboard opens in a popup, with its filters applied from the clicked segment—so it is already scoped to the value you clicked.

Note:

If you use the current dashboard in the drill down, it simply applies the filters—without any popup.


Summary

  • Open another dashboard in a popup, or filter the current one
  • Pass clicked segment columns into dashboard filters via mappings
  • Preview passed values with the Example Value column
  • The drill down appears by name in the element's drill down menu