Scenario
You have a Sales Summary Report showing total sales by region. You want users to be able to drill through from the summary into a detailed report that shows individual transactions for that region.
Steps to Build Drillthrough
1. Create the Detailed Page
- Add a new page in Power BI called Sales Details.
- Place a table or matrix visual showing transaction-level data (SalesID, SalesRep, Amount, Date, etc.).
2. Add Drillthrough Fields
- On the Sales Details page, go to the Visualizations pane → Drillthrough filters.
- Drag the field you want to filter by (e.g.,
Region) into the Drillthrough filters well.
3. Design the Summary Page
- On the Sales Summary page, create a visual (e.g., bar chart) showing Total Sales by Region.
4. Enable Drillthrough
- Right-click on a region in the summary chart.
- You’ll see the Drillthrough → Sales Details option.
- Clicking it takes you to the Sales Details page filtered for that region.
Example with Sample Data
Sales Summary Page
| Region | Total Sales |
|---|---|
| North | 9000 |
| South | 16000 |
| East | 6000 |
| West | 8000 |
Drillthrough Action
- User right-clicks South → Drillthrough to Sales Details.
Sales Details Page (Filtered for South)
| SalesID | Region | SalesAmount | SalesRepEmail |
|---|---|---|---|
| 2 | South | 7000 | bob@company.com |
| 6 | South | 9000 | bob@company.com |
Key Notes
- You can drill through on multiple fields (e.g., Region + SalesRep).
- Drillthrough works best when the detail page is designed specifically for deeper analysis.
- Combine with Row-Level Security (RLS) so that users only drill into data they’re authorized to see.
This setup is powerful , you can explain how summary-to-detail navigation improves usability.
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