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Drill to Insights From Dashboards

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IT Visibility is being upgraded with the introduction of Technology Intelligence Platform beginning in September 2024. Flexera will contact you directly regarding the timeframe of your upgrade. With Technology Intelligence Platform, out-of-the-box IT Visibility dashboards are being replaced with new, enhanced IT Visibility Technology Intelligence Platform reports. For more information, see IT Visibility With Technology Intelligence Platform Reports.

Your current custom and out-of-the-box dashboards will remain available for 6 weeks after your organization has been upgraded to Technology Intelligence Platform. During this time frame, you will be able to recreate your custom views in the new reporting capability. At the end of this time frame, access to all previous IT Visibility dashboarding capabilities will be removed.

On dashboards, you can enable drilling from facts, metrics, and attributes to any existing insight. By clicking a fact, metric, or attribute in the View mode (not while editing), the target insight then opens.

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You can configure drilling for any insight you add to your dashboard. Drilling for KPIs is not supported.

To create a drill into insight:

  1. Open the dashboard you want to edit or add an insight to a dashboard. For information about adding insights, see Adding Insights.
  2. Click Edit .
  3. Click the insight that you want to set up a drill path for or click the three dots icon.
  4. Click Interactions , and then click Add interaction .
  5. Select the metric, fact, or attribute that you want to set the drilling for.
  6. From the I want to dropdown list, select Drill into insight .
  7. From the Choose insight dropdown list, select the target insight that you want to drill into when you click the fact, metric, or attribute.
  8. Click Save .
  9. To open the target insight in the pop-up window:
    • Click a value in the source insight if you drill from facts or metrics (all insights) or attributes (all except tables).
    • Click an attribute value, if you drill from attributes in a table.
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Consider the following:

  • If multiple drills are configured, you can select where to drill when you click a fact, metric, or attribute.
  • If you remove a source fact, metric, or attribute from the insight, dashboards remove the drilling from the insight and display a message when you edit the dashboard.