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Drillthrough page for transaction details or "See Records"

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David E on 30 Apr 2016 03:53:03

[Will Thompson] I'm merging a few suggestions to cover a scenario we've heard feedback on.

'See Records' lets you see the underlying rows in your tables that aggregate into the datapoint that you click on. Vote for this idea if you'd like to be able to customize a page that lets you drill into these detail rows. For example, you could create a page that has many visuals showing details about a particular set of 'facts' e.g. sales, events, bank transactions etc. You'd then be able to click on a datapoint and navigate to that view, filtered to just the facts that make up the datapoint you clicked on.

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Like the new Drill options like See Records in Desktop. It would be nice to have the option to change the text color in the table to something other than black, or perhaps inherit the Data Label color from the main visual. It's difficult to see records for reports with dark backgrounds.`

Administrator on 10 May 2018 00:19:15

With the May release of Power BI Desktop, you can define a drillthrough page to be the target from a measure. This lets you completely customize a page to show whatever columns in whatever format you wish for transactions related to a summary visual. https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-may-2018-feature-summary/#measureDrillthrough Thanks for voting!

Comments (9)
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Biggy Mwithi on 05 Jul 2020 23:14:17

RE: Drillthrough page for transaction details or "See Records"

The 'dataSelected' event seems to be returning ***values*** now but only for an instance at a time. I have a need to audit the records that the "See Records" even displays. This action triggers the "Page Changed" event with the page name "Drill To Details". Clicking on s single row of returned data triggers a 'dataSelected' event and the object properties are accessible. What I need is an ability to access the JSON object returned by the "See Records" action - "Drill to Details" page change event as an entire set. I observe the JSON returned by an XHR request and have not been able to access it. This is the important and final piece that would allow full auditing of records access etc. Ideally, an event to handle "Export Data" would similarly be useful.

Proposed request: Under 'Report Events'
Add a "Drill to Details" event that returns even dataset details as response values
Add a "Export Data" event that returns event dataset details as response values

Consider:
Reports

loaded
configuration
rendered
Called when a report is fully rendered. For example, if all visuals are rendered on loading report or after user interaction.

pageChanged
newPage: Page

filtersApplied (Not supported yet)
filters

dataSelected
report: Report
page: Page
visual: Visual (Will be defined)
filters: IFilter[]
dataPoints: (Array of data points)
each point has:
1) **identity** array
2) **values** array (In Progress)

commandTriggered
Raised when end user clicks on extension command.
[Menu Commands Extension](https://github.com/Microsoft/PowerBI-JavaScript/wiki/Menu-Commands-Extension)

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Sarah Faber on 05 Jul 2020 23:05:33

RE: Drillthrough page for transaction details or "See Records"

Many of my users expect the same functionality as they get when they double-click on an Excel Pivot Table report to see the associated records, and the entire record in that table. Not to mention, they expect to do so on every visual, especially Cards.

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Power BI User on 05 Jul 2020 23:02:45

RE: Drillthrough page for transaction details or "See Records"

This is very important for our users - any update on when this will be made available?

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Robert Lochner on 05 Jul 2020 23:01:31

RE: Drillthrough page for transaction details or "See Records"

The drillthrough today works only with "implicit measures", i.e. using the value columns from the data model instead of real measures. It should be possible to use this new drillthrough also in combination with measures.

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Raghuvardhan Reddy on 05 Jul 2020 22:49:01

RE: Drillthrough page for transaction details or "See Records"

It could be very useful if you Enable the hyperlink in bar charts .

For Eg: suppose , having Summery and detail data . Summery showing in one page and detail showing in another page . If user click on any bar that should navigate to details page .finally bars should work like as hyperlink .

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John Fitzpatrick on 05 Jul 2020 22:48:58

RE: Drillthrough page for transaction details or "See Records"

This is really needed as anyone with a dark background on a report. The reports look a lot better when you customize the background colors, but for both "See Records" and "See Data", dark backgrounds make these functions practically useless.

Since the "See Data" function is basically the Matrix visual, it should have the same themeing capability as the Matrix visual does. And the See Records is basically the "Table visual" so it should have the same Format settings as a standard table.

As it is now, I make dark pages for the viewing of the data and metrics and if someone wants to drill into the data, I make light backgrounds of the same data to allow my users to see data / see records. Please fix soon. I also submitted this issue over a year ago and was hoping it would have been fixed by now.

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Russ on 05 Jul 2020 22:38:34

RE: Drillthrough page for transaction details or "See Records"

I think its *really* poor that this isn't already implemented - or it's a bug. We have power BI reports with dark backgrounds to avoid eye fatigue, so the See Data and See Records functionality is effectively useless as you can't see the grey font color against the dark background.

This forces all Power BI devs to use white backgrounds ordinarily resulting in very samey looking reports.

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Pradeep on 05 Jul 2020 22:32:36

RE: Drillthrough page for transaction details or "See Records"

Microsoft Provides drill through facility in SSRS. It would be very helpful to see the detailed information via passing the parameter from the Main Report.

Power BI Team, any updates on this?

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Power BI User on 05 Jul 2020 22:32:20

RE: Drillthrough page for transaction details or "See Records"

Provide the ability to define the columns that should be displayed when using the show data feature. I would add a capability to the field well that allowed the visual creator to define the level of detail displayed in the detailed data view.