Interactions, drill and tooltips

Visuals on a page work together. Click a bar in one chart and the other visuals filter or highlight to match. You can drill into a hierarchy, jump to a detail page, and read the values of a point in its tooltip.

Before you start

• Viewers can use every feature on this page in the viewer.
• To change interactions, set up drill-through pages or add tooltip fields, you need to edit the report: the Admin or Editor role in the workspace, or Build on the report.

Cross-filter and highlight

In the viewer:

1. Click a data point, for example a bar or a slice. The other visuals on the page filter or highlight to match.
2. Ctrl+click (Cmd+click on macOS) more points to add them to the selection.
3. Click the same point again, or click an empty spot in the visual, to clear the selection.

The current selection shows in the Filters pane as a chip; click Clear this filter to remove it.

Filter shows only the matching data in the other visual. Highlight keeps all the data and dims the parts that do not match.

Note

By default, column and bar charts highlight, and other visuals filter. Only column and bar charts can be highlighted. Tables and slicers do not start a cross-filter by clicking a row; a slicer filters through its own choices.

Edit interactions

1. In the editor, select the visual that will start the interaction (the source).
2. On the ribbon, click Interactions. Each other visual on the page shows small buttons.
3. On each other visual, pick Filter, Highlight or None.
4. Click Interactions again to finish.

Highlight is offered only when the other visual is a column or bar chart. When the source is a slicer, the choices are Filter and None.

Data point menu

In the viewer, right-click a data point. You can also select it and press Shift+F10 or the menu key. The menu has:

Item	What it does
Drill down	Goes one level down for this point only.
Drill up	Goes one level up. At the top it shows Already at the top level.
Go to next level	Shows the next level for all points.
Expand to next level	Adds the next level under the current one.
Drill through	Opens a detail page for this point. See below.

Drill down and up

Drill works on charts that have two or more fields on the axis: column, bar, line, area, combo, ribbon charts, and their stacked and 100% variants. Put the fields in order, for example Year, Quarter, Month.

When drilling is possible, the chart shows the Drill controls bar:

1. Click Drill down to turn on drill mode. Then click a point to go one level down for that point.
2. Click Go to next level to show the next level for all points.
3. Click Expand to next level to keep the current level and add the next one under it.
4. Click Drill up to go back one level.

Drill-through

A drill-through page shows details for one point of another page. For example, a “Customer details” page opened from a bar of the “Sales by customer” chart.

Set up the detail page:

1. In the editor, open the page that will show the details.
2. Click an empty spot on the page, then open the Format tab.
3. In Detail page (drill-through), click Add column and pick a column, for example Customer. You can add up to 5 columns. Use Search columns to find one.
4. Leave Keep all filters on to carry the filters of the source page to the detail page.
5. Click Save.

Use it:

1. In the viewer, right-click a point that has all the columns of the detail page.
2. Pick Drill through, then the page name.
3. The detail page opens, filtered to that point. Click Back at the top to return.

If no page matches the point, the menu shows No matching drill-through page. To remove a column, click Remove. A column removed from the data model shows Column no longer exists.

Tip

A button with the Drill through action also opens a detail page. See Canvas objects and bookmarks.

Tooltips

Hover over a point to see its tooltip. The tooltip shows the fields of the point.

Add values to a tooltip:

1. In the editor, select the visual.
2. In the Build tab, drag measures into the Tooltips well. A visual takes up to 10 tooltip fields.

Style a tooltip: in the Format tab, open the Tooltips card. Turn tooltips on or off, and set the font size and background.

The Tooltips well exists on column, bar, line, area, combo, ribbon, pie, donut, funnel, treemap, waterfall and scatter charts, and on gauges and cards.

Notes

• An embedded report supports cross-highlight, but not drill or drill-through. See Embed a report.
• A selection is not saved in the report. A personal bookmark can keep it. See Viewing reports.
• If a detail page cannot open, Fresco BI shows Cannot open the detail page, refresh the report.

FAQ

Can I set the default interaction for the whole report? No. You set interactions for each source visual on each page.

Can I use a whole report page as a tooltip? No. Tooltips show the fields of the point and the fields in the Tooltips well.

Why does my chart have no Drill controls? The chart needs two or more fields on its axis, and it must be one of the chart types listed above.