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Drill-Through from a Dashboard

  • 1.  Drill-Through from a Dashboard

    Posted Tue March 07, 2023 09:18 AM

    Is there a way to drill to a report and have it open in EXCEL or PDF? I do not see a way to change how it opens. It opens in HTML and then when I re-run in PDF it spans 2 pages. I have tried modifying the target report to PDF and it still opens in HTML.



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    Will Phillips
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  • 2.  RE: Drill-Through from a Dashboard

    Posted Wed March 08, 2023 07:33 AM

    Hi Will. This could be useful:

    How to open a report in specific format


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    Diego Jose Urbaneja Pacheco
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  • 3.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Wed March 08, 2023 08:08 AM

    I don't know any way to achieve a target output format for drill-throughs with dashboards. Yes, reports can set the target object's format but not in dashboards. Even if you set the default behaviour of the target report to be executed in Excel format, the report will be run in HTML when accessing by a dashboard drill.

    The only hint I can give is to create an IBM Idea https://www.ibm.com/support/pages/welcome-ibm-ideas-portal



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    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
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  • 4.  RE: Drill-Through from a Dashboard

    Posted Wed March 08, 2023 08:08 AM

    Thank you, Diego, for the reply, but I am looking for how to drill from a Dashboard into a PDF report. Your screenshot indicates a drill from a Report to a Report. Thanks.



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    Will Phillips
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  • 5.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Thu March 09, 2023 03:01 AM

    I did some digging, it looks like it's hardcoded to only open in HTML. Honestly, it should be an easy fix on IBM's side, but I can't think of a good way of fixing it on our end,



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    Paul Mendelson
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  • 6.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Thu March 09, 2023 03:29 AM

    @Paul Mendelson  What a pitty that you don't work for IBM! ;-)



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    Philipp Hornung
    Business Intelligence Manager
    Techniker Krankenkasse
    Hamburg Germany
    #IBMChampion
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  • 7.  RE: Drill-Through from a Dashboard

    Posted Thu March 09, 2023 04:14 AM

    I appreciate you looking into it. Now I need to figure out a work around to satisfy customer requirement. I think I can manage something.

    Thanks again Paul.



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    Will Phillips
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  • 8.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Thu March 09, 2023 05:10 AM

    Hi Will,

    do you want an interactive drill which transfers data selections to the target report or do you want to "just" run/view the target report without any parameters from the dashboard?

    If it's just a regular link to a standard report you can look into the button extension which allows you to add a button to a report where you can modify the URL to pass Excel/PDF as output format to the report.

    https://community.ibm.com/accelerators/catalog/content/Add-a-link-button-to-open-a-URL-(11.2.0-and-above)



    ------------------------------
    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
    ------------------------------



  • 9.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Sun June 18, 2023 02:06 AM

    I wrote an extension to solve this. Need to test it on the various versions, tweak as needed, then I'll publish it.



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    Paul Mendelson
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  • 10.  RE: Drill-Through from a Dashboard

    Posted Thu June 22, 2023 05:52 AM

    Very exciting Paul. Many thanks!



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    Will Phillips
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  • 11.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Thu June 22, 2023 09:48 AM
    Edited by Philipp Hornung Thu June 22, 2023 10:00 AM

    Hi @Paul Mendelson Do you also have a drillthrough from a report to a dashboard? 

    https://ibm-data-and-ai.ideas.ibm.com/ideas/CA-I-4052

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    Philipp Hornung
    Business Intelligence Manager
    Techniker Krankenkasse
    Hamburg Germany
    #IBMChampion
    ------------------------------



  • 12.  RE: Drill-Through from a Dashboard

    IBM Champion
    Posted Thu June 22, 2023 11:33 AM

    Thanks @Philipp Hornung  for sharing the link. I voted instandly!



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    Robert Dostal
    Team Leader BI
    GEMÜ
    Ingelfingen
    ------------------------------