topic Re: Drill down functionality in Qlikview in QlikView

Drill down functionality in Qlikview

Anonymous — Wed, 25 Nov 2020 16:16:04 GMT

Hello Guys,

I have a requirement to drill down from the measure/expression in a straight table to see the list of values that make up the expression.

Example:

Below is a sample data of the actual table.

Category	Product	Mother Account	Balance
Assets	Auto Loans	100000	500000
Assets	Auto Loans	100001	600000
Assets	Leases	200000	100000
Assets	Leases	200001	150000
Assets	Credit Cards	300000	60000
Assets	Credit Cards	300001	50000
Assets	Mortgages	400000	10000000
Liability	Deposits	500000	9000000
Liability	Mortgages	600000	5000000
OFB	OFB	700000	80000
MISC	MISC	800000	85000

Below is how my Straight Table will look like

Category is the dimension and Balance is the expression with sum as the aggregation function

Category	Balance
Assets	11460000
Liability	14000000
OFB	80000
MISC	85000

Requirement: When user clicks on a Balance in the straight table, let's say that user clicks on 11460000, then another sheet should be opened with data displaying the records that make up 11460000. I would need this to do on Balance column only as I may add more dimensions to the straight table.

Category	Product	Mother Account	Balance
Assets	Auto Loans	100000	500000
Assets	Auto Loans	100001	600000
Assets	Leases	200000	100000
Assets	Leases	200001	150000
Assets	Credit Cards	300000	60000
Assets	Credit Cards	300001	50000
Assets	Mortgages	400000	10000000

Is this doable? Please assist me in this regard. Let me know if you need more information on this regard

Re: Drill down functionality in Qlikview

settu_periasamy — Mon, 06 Jun 2016 16:14:01 GMT

What about the table box? You can create straight table and Table Box. If you click the Balance (dimension will select), the details will show in the table box..

Re: Drill down functionality in Qlikview

Gysbert_Wassenaar — Mon, 06 Jun 2016 16:17:35 GMT

I don't think that's a very good idea, but should be possible. Clicking on the balance amount will select the dimension values that are used to calculate that amount. In your example clicking on 11460000 will select the value 'Assets'. You can use a field trigger to perform an action to move to another sheet. In your case you can add a Activate Sheet action to the OnSelect field trigger of the Category field.

Personally I'd add a table box with the detail records on the same sheet with an expression for the Show Condition (on the Layout tab of the properties window of the table box). With the expression =If(GetSelectedCount(Category)=1,1,0) the table box will only show if only one value is selected in the Category field. Clicking on an amount in the Balance column of your straight table should do that.

Re: Drill down functionality in Qlikview

Qrishna — Mon, 06 Jun 2016 16:54:53 GMT

PSA.

Edit: put the Records st table in another sheet and use some triggers to show/hide when user clicks on the Balance's sum.

Thanks

Re: Drill down functionality in Qlikview

Anonymous — Wed, 08 Jun 2016 02:26:53 GMT

Thank you Krishna, Gysbert and Settu for the suggestions. I was able to implement my requirement based on the feedback you guys provided.

Re: Drill down functionality in Qlikview

Anonymous — Fri, 31 Aug 2018 14:18:54 GMT

Hi Ram,

Can you please guide me how to achieve this . I have similar requirement .

Regards,

Chirag