Drill-down and drill-through in Power BI - Dashboard Guide

Dashboard Mode - Drill-down and drill-through

Business Question

How can we explore sales data from total yearly sales down to monthly details, and view customer details for specific months?

Sample Data

Year	Month	Sales Amount	Customer Count
2023	January	1000	50
2023	February	1500	60
2023	March	1200	55
2024	January	1300	65
2024	February	1600	70
2024	March	1700	75

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM('Sales'[Sales Amount])
  Result: 8300
• Bar Chart: Sales by Year
  X-axis: Year
  Y-axis: Total Sales
  Drill-down enabled to Month level
• Table: Monthly Sales Details
  Columns: Year, Month, Sales Amount, Customer Count
  Shows data for selected year or month after drill-down
• Drill-through Page: Customer Details
  Shows detailed customer info for selected Month
  Filter passed from Monthly Sales Details table

Dashboard Layout

+----------------------+--------------------+
|      Total Sales      |   Sales by Year    |
|       (KPI Card)      |    (Bar Chart)     |
+----------------------+--------------------+
|          Monthly Sales Details Table          |
+----------------------------------------------+
|           Drill-through: Customer Details     |
+----------------------------------------------+

Interactivity

• Clicking a Year bar drills down to show Months for that Year in the bar chart.
• Selecting a Month in the bar chart or Monthly Sales Details table filters the table to that Month's data.
• Right-clicking a Month row in Monthly Sales Details table allows drill-through to Customer Details page showing customers for that Month.
• Total Sales KPI updates dynamically based on drill-down or filters applied.

Self Check

If you drill down from Year 2023 to February and then drill-through to Customer Details, which sales amount and customer count will the Monthly Sales Details table show?

Answer: Sales Amount = 1500, Customer Count = 60 for February 2023.

Key Result

Dashboard shows total sales with drill-down from year to month and drill-through to customer details.