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Scott2
Creator

QlikSense - Look through data in a Pivot Table? Pop-Up?

[EDIT - I have changed the title and question text to say "look through" rather than "drill down" as it seems "drill down" in Qlik means creating a dimension through which you can drill down in a table or chart object. It's not the same. Example of drill down is here  https://www.youtube.com/watch?v=JUD3mslynrc  ]

Hi All!

Hoping you can help with the following query...

In QlikSense how do I provide the user with the ability to "look through" the data in a Pivot Table similar to in Excel where the user can click the measure to get to the underlying data that was aggregated into the measure, pre-filtered by the dimensions in the pivot table?

Ideally this would be a "Pop-Up" new screen. If not possible then my users will accept a solution that is a table on the bottom of the current screen that get's filtered appropriately when the measure is clicked. 

- i'm sure i cant be the first to ask this question but I couldn't find an answer on the community for QlikSense so posting in the "new to QlikSense" section as it seems like a very common use case that most new users would want.

Thanks in advance!

Scott

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Scott2
Creator
Author

thanks Daturpin for your thoughts on this. I've taken a look at VizLib extension and will likely go down that route. 

View solution in original post

5 Replies
daturpin
Partner - Creator II

I've recently done this.

1) Go to Master Items

2) Create new dimension

3) Select "drill-down" radio button

4) Populate it, in order from the highest order to the lowers order dimension you want

5) In the table Data, add dimension, the select your drill-down master object.

It should show he highest order. If you click on then hit the filter checkmark, if should swap to the next highest order that corresponds to that group, et cetera.

 

Note that this drills down the data WITHIN the table. 

 

Scott2
Creator
Author

thanks @daturpin  for your reply. I think your suggestion is for straight tables similar to the below link i found this morning, however i am looking for a solution for a Pivot Table. Do you know how to do this in a Pivot table? thanks!

https://community.qlik.com/t5/New-to-Qlik-Sense/Qlik-Sense-drill-down/td-p/1394853

 

Scott2
Creator
Author

Hi @ChristofSchwarz 

I hope you are well!

After much searching I have discovered your brilliant LinkedIn and YouTube article on QlikSense "Drill2Detail". 

I am new to QlikSense development so I just wanted to ask (before I investigate how to add extensions) if this would work on a QlikSense Pivot Table?

@AlexPolorotov - I saw on LinkedIn you possibly have used this functionality so perhaps can advise also if possible on PivotTable? thanks! 

LinkedIn and YouTube article on how "Drill2Detail". 

https://www.linkedin.com/pulse/generic-qlik-sense-drill-detail-solution-christof-schwarz

https://www.youtube.com/watch?v=-SwJeyUTWhc

Many thanks in advance!!

Scott

daturpin
Partner - Creator II

You can still use a drilldown as a dimension in a pivot table, you just also have to use a measure.

Say you have countries, states, and cities, and each city has sales data.

The cities table contains the city_id, city_name, and sales data

The states table contains the state_id, state_name, and associated city_id's

The countries table has country_id, country_name and associated state_id's

Link those tables via their matching id values, then create a master item, drilldown, with country_name, state_name, and city_name for the dimensions

Put that master item in as the dimension in the pivot table, and the measure is Sum(sales)

Now you should see the total sales by country. Select a country and it should drill down to the states in that country, and the sum of sales in each state, etc.

Scott2
Creator
Author

thanks Daturpin for your thoughts on this. I've taken a look at VizLib extension and will likely go down that route.