Creating drill down on charts within Report Designer

Report Designer has the capability of creating charts which you can link the individual values to other reports, creating a drill down chart. This document will help you to create a working example of this using the sample data that comes with Pentaho in addition to a canned sample report that comes with Pentaho (the Order Status report located under the Steel Wheels > Reporting solution folder).

1. Create a new report with Report Designer and add a JDBC connection with the Sample Data and enter the following SQL into the Query Dialog Box.SELECT "ORDERFACT"."STATUS", sum("CUSTOMER_W_TER"."CREDITLIMIT") AS Sales FROM "ORDERFACT" INNER JOIN "CUSTOMER_W_TER" ON "ORDERFACT"."CUSTOMERNUMBER" = "CUSTOMER_W_TER"."CUSTOMERNUMBER" WHERE "ORDERFACT"."STATUS" NOT LIKE 'Shipped' GROUP BY "ORDERFACT"."STATUS" ORDER BY "ORDERFACT"."STATUS" ASC
   
   

1. Add a chart to the Report Header in your new Report and configure it to be a bar chart showing the sales per order status

1. Link to the existing Order Status report located on the BI Server under Steel Wheels\Reporting folder
   
   
   
   Make sure the formula reads as follows:
   
   =DRILLDOWN("local-prpt"; NA(); {"oStatus"; ["chart::category-key"] | "showParameters"; [STATUS] | "solution"; "steel-wheels" | "path"; "reports" | "name"; "Order Status.prpt"})

Preview the Report in HTML and click on the "On Hold" bar to see the drilldown action:

Download the sample .prpt file by clicking here.

or watch the demonstration: