A dashboard is a visual interface that displays a collection of reports, metrics, and key performance indicators (KPIs) in a consolidated and easy format. It provides a snapshot of relevant information, allowing users to quickly assess various IT service delivery systems' status, trends, and performance.
In Apex, dashboards include charts, graphs, tables, and other visual representations of data that provide quick insights. It combines data from multiple sources and presents it in a unified view, making it easier for users to analyze and interpret the information. It allows you to customize dashboards and export them. The inspect data feature enables you to examine and analyze the underlying data behind the visualization.
User Persona: Application Designer
Capabilities of dashboards enable users to gain valuable insights from their data, make informed decisions, and drive business success.
Export option in Drill down and Export to Excel of charts/reports (Reporting)
The Drill-down Reports feature allows users to view detailed data directly from Charts of the Summary level Dashboard. Users can drill down into specific priority or statuses to access information and export the data for analysis.
This feature improves report transparency, usability, and decision-making by enabling deeper insights without leaving the reporting interface.
This feature helps users:
Access detailed data behind dashboard summaries
Analyze report information directly within the application
Export detailed report data for offline use or sharing
Navigate large datasets efficiently using pagination
User Persona: Analyst
Use Case | Solution |
|---|---|
A user reviews a dashboard report showing summary information (such as counts or statuses) and wants to understand the underlying data and export it if needed. | Users can drill down from dashboard reports to view record‑level data with pagination and export the detailed data for further analysis. |
Steps to view Drill down by options:
To view the export options, click on any chart and right click on the required Priority.
To filter data based on High Priority, right click on High.
Select Drill to Detail by and choose Drill to Detail by S1 – High.
To view all data irrespective of priority, select Drill to Detail directly.
A modal window opens displaying the detailed data.
In the modal window, use the Export Rows dropdown to:
Select the number of rows to be exported.
Choose the export format as CSV or Excel.
Auto – Current exports only the records currently visible on the screen.
For example:
If the page size is set to 50, only 50 records are exported.
If the page size is set to 100, 500, or 4000, exactly that number of visible records is exported.
The All-Rows option exports the complete dataset for the selected drilldown, regardless of pagination or visible records.
Additionally, users can choose the number of rows to be exported per page from the dropdown, as shown in the image below.
Fig: Drill to detail and Drill to detail by priority
Fig: Modal window displaying Export options
Note
The row limit configured at the chart level defines the maximum number of rows that can be exported.