Skip to main content
Drill-through lets a viewer right-click a data point and jump to a more detailed page or dashboard that opens pre-filtered to that selection.
It turns a high-level chart into a doorway: select West region on a portfolio bar and land on a building-level page already filtered to West. It is not the same as drill-down, which expands a hierarchy inside one chart.
Analysts move between altitudes — portfolio overview, then a building, then a device — and usually rebuild the same filter by hand at each step. Drill-through collapses that into one action and carries the context with you.

Drill-through is not drill-down

  • Drill-down stays inside one chart and expands configured hierarchy layers (for example, region → building → floor). Same widget, more detail.
  • Drill-through navigates to a different page or dashboard and filters its widgets by the point you selected. Different view, same context.
A treemap with nested hierarchy levels is a common drill-down pattern: select a block to expand into the next layer inside the same chart.
Treemap titled Down Devices with nested colored blocks for floors, each showing a downward triangle that indicates you can expand into a deeper hierarchy level

Treemap drill-down expands hierarchy inside one chart

A Tree chart shows the same nesting as branches. Both stay in one widget. Drill-through leaves the widget and opens another view.
Tree chart with a root node branching to Parking Level nodes, each branching further into device types such as Gas Detection, Fan, FCU, and Water Meter

Tree chart showing area and device-type nesting

For drill-down setup fields, see Chart types.

A cross-filter that travels

When you right-click a data point, Building BI reads the column behind it (for example, region = West). If that column is registered as a drill-through column on a target, navigation options appear. Choosing one builds a normal EQUALS or IN filter from your selection and applies it to the target’s widgets. Eligibility matches cross-filtering, so a metrics-only chart cannot be a source. Rules:
  • Enable drill-through on both the source and the target dashboard.
  • A target declares which columns can be drilled into. The selection is not saved on the target — it behaves like a one-time cross-filter.
  • An optional Keep all filters toggle decides whether the source’s other active filters travel with the drill-through value, or only the selected value.
  • Allowed directions: Portfolio → Building, and Building → dashboards within the same building. Building → Portfolio and Building → another building are not allowed.
See Filter options and Filter scopes.

When drill-through fits

Treating the filter as one-time and unsaved keeps targets clean. The cost is that the target does not remember where you came from. Directional limits keep navigation predictable — some cross-building journeys must go back up through the portfolio.
  • Drill-through does not work on shared links or on mobile.
  • A target that has not opted in will not appear as an option.
  • Refreshing or re-opening the target outside the drill-through flow will not reproduce the carried filter.

Next steps

Dashboard filters

Configure filters and related interactions on a dashboard.

Filter scopes

Control which widgets a carried filter touches on arrival.
Last modified on August 18, 2026