How to Drill Across Multiple Groups

Beantwortet

5 Kommentare

  • Allen Hancock

    Hi Jacob, thanks for the detailed post!

    Depending on how things work out, perhaps you could apply a tag to certain groups, and focus the searching based on tag?

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  • Jacob

    Hello Allen,

    I'm not sure how to apply tags to groups, particularly for my purposes.


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  • Dan Cooper
    Community Moderator

    Hi Jacob, 

    You may be able to accomplish this using the Drilling feature in Insights.  There is an article for how to do so here: Adding Drill-In to your Insights Reports.  On the simplest form, you can click into the metric (#tickets) and have it show you all of the ticket IDs associated for that group, but you do have some options to tell Insights which report to pull up based on what is clicked.

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  • Jacob

    Hello Daniel,

    Thank you, I am aware somewhat aware of the Drill-In function. 

    What I am specifically attempting to do is 'drill-across' from one report to various others. To help illustrate, Report A is a hub. Report A, ideally, serves as a portal to float between multiple Groups/Reports. Report A hosts the lists of the Groups, but every group represented has a Report that coincides with it. 

    Example: Report A has 19 Groups. Reports B thru S exist. I need a group on Report A to be able to travel to the associated Report. So, click-on Group 4 listed in Report A and that takes you to Report E. 

    Is this possible?

     

    Thanks in advance.

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  • Dan Cooper
    Community Moderator

    You can jump between reports by adding drill-ins from within a dashboard. The comments on the link I shared show an example of how you can start approaching this.  I personally don't delve too far down the path of drilling into different reports (usually I just need ticket numbers) but I've seen some great content related to drill-ins on dashboards which may get you close.

    In addition, one of my peers Graeme, provided an awesome comment to another drill down questions showing a similar walkthrough of how to apply this sort of drilling here: How to Use Drill Down

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