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    Dashboard Drill Downs

    APPLIES TO: EPM Pulse for Project Online, EPM Pulse On-Premises Edition


    EPM Pulse provides an ability to create drill-down links in a dashboard that can be pointed to another dashboard, project, project details page, project site, external system, etc. 

    • Currently, drill-down links are supported in table and heat map widgets only.

    EPM Pulse allows to pass identification data for the following objects via drill-down links:

    • Projects
    • Resources
    • Risks
    • Issues
    • Deliverables

    There are 2 ways to specify drill-down links:

    • globally for all widgets in the current dashboard
    • individually for each widget

    Dashboard-level drill-down link

    To specify a dashboard-level drill down link perform the following:

    1. Open a dashboard in edit mode.

    2. Click the Properties button.

    3. Open the Drill Down tab.

    4. Click on the type of drill-down you want to define.

    5. Type the drill-down source URL in the text box.

    6. Click the Apply button.

    Once applied all object names in the tables that support the newly added link will be turned into links. 

    Widget-level drill-down link

    To specify a widget-level drill down link perform the following:

    1. Open a dashboard in edit mode.

    2. In a widget that supports drill-downs click the Gear button.

    For pre-defined widgets:

    • Type the drill-down source URL in the Drill Down URL box.

    For ad-hoc widgets

    • Open the Drill Down tab.
    • Select the column name to which drill-down link should be applied in the Drill Down Column list.
    • Type the drill-down source URL in the Drill Down URL box.

    3. Click the Apply button.

    Once applied all object names in the tables that support the newly added link will be turned into links. 

    Drill Down Types

    As mentioned above, EPM Pulse supports drill-downs for 5 different object types

    Each widget can display a drill down only for one of these types that is predefined in its definition and cannot be modified by the user.

    For example, a widget that displays information on resources and has a Resource Name column would display drill-down links using URL from Resources URL dashboard property and would add the resource UID parameter to the URL to be processed by an external system.

    Actual drill-down links in each widget are built from the URL provided in the appropriate dashboard property and automatically generated UID parameters. By default, UID parameters are added to a URL in a predefined way, but this can be changed using a special UID tag to match the required format of the URL.

    Project Drill Down

    Dashboard Property Projects URL
    Applies To Widgets with a column containing Project Name
    UID Tag {projUid}
    Default URL Format http://example.com?projUid={projUid}

    Usage Examples

    Drill down to a Project dashboard Project Online:
    https://us-online.epmpulse.com/@tenant#dashboard=e5d4a789-cd62-46c9-b53b-d5e8f26f6aa0
    or /#dashboard=e5d4a789-cd62-46c9-b53b-d5e8f26f6aa0
    Drill down to project details Project Online:
    https://demowebsite.sharepoint.com/sites/PWA/projectdrilldown.aspx?ProjUid={projUid}
    Drill down to PDP (e.g. Schedule) https://demowebsite.sharepoint.com/sites/PWA/Project%20Detail%20Pages/Schedule.aspx?projUid={projUid}
    Drill down to a project site https://demowebsite.sharepoint.com/sites/PWA/_layouts/PWA/Common/WSSNav.aspx?Project={projUid}

    Resource Drill Down

    Dashboard Property Resources URL
    Applies To Widgets with a column containing Resource Name
    UID Tag {resUid}
    Default URL Format http://example.com?resUid={resUid}

    Usage Examples

    Drill down to a Resource dashboard https://us-online.epmpulse.com/@tenant#dashboard=17186107-d3cf-4d5a-a4b9-0524f7bd4c4a
     or /#dashboard=17186107-d3cf-4d5a-a4b9-0524f7bd4c4a
    Drill down to resource details https://demowebsite.sharepoint.com/sites/PWA/_layouts/pwa/Admin/AddModifyUser.aspx?RESOURCE_UIDS={resUid}

    Risk Drill Down

    Dashboard Property Risks URL
    Applies To Widgets with a column containing Risk Name
    UID Tag {riskId}, {wssUrl}
    Default URL Format http://example.com/?riskId={riskId}&wssUrl={wssUrl}

    Usage Examples

    Drill down to risk details {wssUrl}/Lists/Risks/DispForm.aspx?ID={riskId}

    Issue Drill Down

    Dashboard Property Issues URL
    Applies To Widgets with a column containing Issue Name
    UID Tag {issueId}, {wssUrl}
    Default URL Format http://example.com/?issueId={issueId}&wssUrl={wssUrl}

    Usage Examples

    Drill down to issue details {wssUrl}/Lists/Issues/DispForm.aspx?ID={issueId}

    Deliverable Drill Down

    Dashboard Property Deliverable URL
    Applies To Widgets with a column containing Deliverable Name
    UID Tag {deliverableId}, {wssUrl}
    Default URL Format http://example.com/?issueId={deliverableId}&wssUrl={wssUrl}

    Usage Examples

    Drill down to deliverable details {wssUrl}/Lists/Deliverables/DispForm.aspx?ID={deliverableId}

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