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Dashboard drill-through on date using a lookup reference

Started by dropGrass, 20 Jan 2025 04:27:49 PM

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dropGrass

Hello all,

I have a dashboard based on 4 loosely-related tables from a custom data module. Each of these tables is configured with a Lookup reference to the same Calendar table (which contains columns for year, quarter, weekday, etc.)

I'm trying to create a drill-through report that can do the following:
  • User right-clicks on the Year-Quarter axis of Table1's chart, let's say '2025Q1'
  • Drill-through report takes '2025Q1' and uses it to filter all 4 tables, not just Table1.

I'm thinking of trying a bunch of coalesced CASE WHEN filters to pass the date regardless of which table is drilled on, but I'm wondering if there's a more elegant solution. This solution would need several filters to account for the different columns referenced in the Calendar table (LongDate, Year-Quarter, Year-Month, Weekday, etc.)