Custom Drill Down > Link

Open a link in a new tab with values from the clicked row

The Link drill down opens a link in a new tab and can optionally include values from the clicked row in the URL.

Use it to connect dashboard data to the rest of your stack—open the matching record in your CRM, an admin panel, an issue tracker, or any other tool.

Here is a short interactive demo:

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.

In the Drill down Type dropdown, choose Link.

3: Enter the Drill Down Name

Give the drill down a descriptive name.

This is the label shown in the drill down menu when someone clicks a data segment.

Type the URL to open in the Link field.

To include values from the clicked row, use the column names in double braces like {{fieldName}}. Each placeholder is replaced with the clicked row's value when the link opens.

For example:

https://example.com/customers/{{CustomerID}}/orders

Clicking a data segment for customer ALFKI and selecting this drill down opens https://example.com/customers/ALFKI/orders.

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.

The link opens in a new tab, with all {{fieldName}} placeholders replaced by values from the clicked row.

Summary

  • Open any URL in a new tab from a clicked data segment
  • Insert clicked row values into the URL with {{fieldName}} placeholders
  • Connect dashboards to your CRM, admin panels, and other tools