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 Adding a Link to a Table within a Report

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  • CostingStandard(CT-Foundation)
Apptio Community Member's profile image
Apptio Community Member posted Thu January 12, 2023 10:59 AM
Hi, 

I am wondering if it is possible to add a link (to reference a table) within a Report. The report has multiple grouped tabs, but I would like to specifically add this to only one of the tabs. I already have a table with a Model which contains more granular data.

Would it be possible to have a pop out that takes my customer to the table I want to refer to within my current report for only a specific tab? 

Please let me know, thanks!
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Debbie Hagen's profile image
Debbie Hagen posted Fri January 13, 2023 02:01 PM  Best Answer
@Alejandra Roman,
I like @Guillermo Cuadrado's suggestion. You can open the drill as a pop-up modal. It's one of the options when creating a drill report.  This way when the user drills into the existing report they get the pop-up with close button included. 
Is it related to the line items in the drill from tab?  If not, then you could use @Jenny Franklin's suggestion of creating a button that takes your user to the other report.  You can add a button with button text that says "reference" to the tab in question, and it would take the user to the reference report.  The reference report could then contain a "back" or "return to previous report" button. 

Here is a link to how to create a button:  https://help.apptio.com/en-us/studio/reports/button.htm?Highlight=button

To create a Drill To report in TBM Report Studio select the column you want to drill in on and Choose Drill from the Ad Hoc menu.  The "open as modal" option becomes available after you Enable Navigation.  



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Jenny Franklin's profile image
Jenny Franklin posted Thu January 12, 2023 12:53 PM

Hi @Alejandra Roman, watching πŸ‘€ this one and commenting for additional visibility.  Familiar with creating a button to link to another report in the Action tab (of the button window), but haven't seen anyone point a link to a specific tab within a report yet.​  

Update: Have heard back from a few folks internally and tab navigation, unfortunately, does not exist.  Could put in an idea for this and if you can't save the tabbed report on that particular tab, you could add some HTML verbiage to your button that says "See X Tab" for example.


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Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Fri January 13, 2023 01:40 AM
How about a drill-down report, @Alejandra Roman?​
You wrote: " I already have a table with a Model which contains more granular data." If you do a drill-down on a column of the existing report table, you might be able to get Apptio to open a pop-up with what you want.
I'll see if I can test this.
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Prasanna Ravindran's profile image
Prasanna Ravindran posted Sun January 15, 2023 11:26 AM
If my understanding is correct are you looking for something like below:

  • Declare a column called {Click here} and hardcode what you want to see in the report, something like "Click here to  view ABC" in the modeled object where you pulling attributes to your report.
  • Create a Adhoc query anywhere in your report.
  • Drag the column {Click here} in to rows from the modeled object.
  • Select the table, enable the drill down from Ad hoc --> Drill --> select the drill down report.
  • Go to table option at the top ribbon, select None in the first 3 options.
  • Adjust the length and height of the table.

Refer screenshots attached.
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