Drilldown_Chart webpart


https://www.nevron.com/Forum/Topic6860.aspx
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By raju ganga - 12 Years Ago
Hi,

this is gangaraju,
i just gone through documentation "Create interactive drill-down chart in SharePoint" which is provided by nevron.
but in the chart after clickiing on region sales i didn't get company wise sales. every time i am getting region wise sales only, please help me. i think so the problem is with in the parameter value.

Thanks & Regards
raju
By Nevron Support - 12 Years Ago

Hello gangaraju,
Yes, you may have configured the Chart Web Part incorrectly or you may have problem with the parameters.
Take a look at the following online example, it demonstrates the drill-down action: Interactive Drill-Down

You can run the Chart Designer to explore the configuration. Take a look at the Pivot tab >> Action tab.

By Bob Smith - 12 Years Ago
It seems that the KB article on creating drill down charts (http://support.nevron.com/KB/a203/create-interactive-drill-down-chart-in-sharepoint.aspx) uses an *entirely* different data set than the interactive drill down example that was linked below (http://spchartexamples.nevron.com/Interactive%20Dashboards/Interactive%20Drill-Down/default.aspx)

I've spent the better part of three hours comparing the chart I created using the KB article and the one in the interactive example:

There are no "city" values in the data set for the KB article example. Affecting all the configuration changes that can be seen in the linked example to the chart generated by the KB article causes it to fail.

Any chance either the KB article could be revised or the data set for the interactive drill down chart could be published?

Much appreciated!
By Nevron Support - 12 Years Ago

Hi Bob,
Please note that the KB topic is simply an article describing the most simple case.
The online example that is provided is a more complex case with multiple drill-down levels (4 levels). The data set is similar, however in the online example there are two additional columns: City and Branch.

If this would be of assistance, we will update the KB topic to correspond with the provided example.

By Nevron Support - 12 Years Ago

Hi Bob,
You can now review the updated KB topic at: http://support.nevron.com/KB/a203/create-interactive-drill-down-chart-in-sharepoint.aspx
You will also be able to download the full sample data.

Note that the KB topic now includes more complex expressions in order to perform the required multi-level drill-down.

By Bob Smith - 12 Years Ago
Awesome! Thank you so much for the response. As soon as I get some time I will dig into it and let you know what I find. Greatly appreciate it.
By Bob Smith - 12 Years Ago
All right, that worked like a champ! Let me make a note of some revisions to the KB Article that would make it easier to use:

Section 2.1:
Add the following line:

From Pivot >> Data Groupings >> Values add a new value

Change the following line:

We will be performing drill-down on the same page. For the Report field, use the following expression: =Params![SiteUrl].STR

To

We will be performing drill-down on the same page. For the Report field, use the following expression: =Params![SiteUrl].STR + "/SitePages/DrillDownPage.aspx

(You are redirected to the top of your site collection if you don't add the location of the ASPX page to the SiteURL parameter)

Section 2.2:
Change the following line:

The Action Type will be conditional using the following expression:
=IF(TONUM(Params!DrillLevel.STR) >= 3, "None", "JumpToReport")"

To

Using the button next to "Action Type" create a conditional action using the following expression:
=IF(TONUM(Params!DrillLevel.STR) >= 3, "None", "JumpToReport")

Sections 2.3, 6.1 & 6.2:

All of these sections have expressions that contain line breaks. I don't know if line breaks will cause errors within the charting software; I personally removed them.

Section 5.1:
Change the following line:

5.1. For the Chart >> Chart Areas >> Axes >> Primary X >> Title

To

5.1. For the Chart >> Chart Areas >> Axes >> Primary X >> Title - "Text" field

Also, I would bold "Primary X" as I accidentally used the Primary Y since it is the first value in the Axes list. My fault, I know.

Section 6.2:
Change the following line:


For the Report use: =Params![PageUrl].STR

To

=Params![SiteUrl].STR + "/SitePages/DrillDownPage.aspx

I might also include instructions on how to format the chart to look like the example, but that can be done by comparing the settings in the interactive drill down example to the chart that is being created.

Otherwise this is great! I may try to mock up a "simpler" example of my own that only has 1 layer of drill down.

Thanks a lot!
By Nevron Support - 12 Years Ago

Hi Bob,

Instead of using =Params![WebUrl].STR you should use =Params![PageUrl].STR

We will update the KB topic shortly.

By Bob Smith - 12 Years Ago
Thanks! Unfortunately the PageURL parameter puts "http://" in front of the URL string. Our site is secured and uses SSL to connect; the URL starts with "https://". So, in my case I can't actually use it!
By Nevron Support - 11 Years Ago

Hi Bob,

Do you still have an issue with the PageURL parameter?

Let us know if this problem has been resolved.
By Robert Gervais - 11 Years Ago

I'm having the same issue as Bob.

I've uploaded the KB .xlsx file, modified the chart per the drill down KB article and it does not work because when I click on any bar the URL loaded is HTTP when I'm in an HTTPS site. I'm going to try Bob's suggested fix and see if I can make it work.

By Nevron Support - 11 Years Ago

Hello Robert,
Which is the version of the Nevron DLLs you currently work with?
You can check the DLL build version in the server where you installed Nevron. This issue should be fixed in a newer version.

Anyways, if you are still experiencing the problem, you should be able to workaround it by using an expression with the REPLACE function. For example:
=REPLACE(Params![PageUrl].STR, "http", "https")

By Robert Gervais - 11 Years Ago

Sorry, I don't have access to the server so I cannot tell you the version of the dll.

After I posted, I found the parameter DrillLevel was not being populated (I added it as part of the X-axis label). I noticed in  Pivot >> Data Groupings >> Values >> Action (from Section 2.2 in the KB article) that DrillLevel was not present. So I added it again; and it did not apply. So this morning I tried it again and it applied and it is working now, but I'm am using =Params![SiteUrl].STR + "/<path to page>/default.aspx" in the Report expression.

I'm going to try to modify to suit my data. If I have issues I'll post again.

Thanks!

By Nevron Support - 11 Years Ago
Hi Robert,
Have you used the REPLACE function?
Let us know if  you still meet any problems.
By Robert Gervais - 11 Years Ago

I have used both of the following:


=Params![SiteUrl].STR + "/PIQA/Dashboard/default.aspx"
where the string is the path to the page with the drill down chart

=REPLACE(Params![PageUrl].STR, "http", "https")

They both work fine in our environment.
Thank you for your help.

By Robert Gervais - 11 Years Ago

After getting the KB sample drill down chart working, I'm trying to get a drill down chart with our own data working. I've run into an issue that I haven't figured out.

I've gone through the example and modified each part to fit our data, but I do not get links from the bars in the graph to drill to the next level. In other words, when I hover the mouse pointer over the bars in the top level chart, I do not get the pointing-finger icon indicating this is a hyperlink. I click on it anyway and nothing happens.

Can you point me in the right direction?

Thanks!

By Nevron Support - 11 Years Ago

Hi Robert,
Probably you need to check if you have configured the Action for the Values Data Grouping.

Because it’s not clear what may be wrong, you can contact the Support Team requesting a web meeting: support@nevron.com

By Robert Gervais - 11 Years Ago

Thanks for the tip - but it wasn't the Action I was missing. It was the Report...

Now I'm working on my grouping and filtering, does the data in the spreadsheet need to be contiguous in all columns? The way our data is reported leaves empty rows in the columns.

By Nevron Support - 11 Years Ago

Robert,
If you have empty rows, they will be grouped – an empty group.
If needed, you can remove the empty records by adding a global (or category) filter. For example:
=ISEMPTY(Fields!Region)=FALSE

Take a look at the following KB topic: http://support.nevron.com/KB/a155/remove-empty-data-from-data-source-chart-sharepoint.aspx

By Bob Smith - 11 Years Ago

Robert,

My advice on drill down charts is to *not* configure them as they are laid out in the KB article. The conditional formatting on all of the fields creates incredibly complicated nested IF statements that are very difficult to expand upon and equally difficult to troubleshoot.

I advise instead that you use the "JumpToReport" functionality in the "Pivot>Data Groupings>Values>Action" tab. You can add parameters here and use them to filter the nevron chart web parts in the target page. In this way you do not have to configure each parameter with a conditional IF statement and it makes life a lot easier (in my opinion).

To the Nevron Staff: it might behoove you to create an "alternate" drill down KB article using the "Jump To URL" and "Jump To Report" functionality. I find them to be far less obfuscated and they were the recommended means of drill down told to us during training with your staff.