Actions and Drill Down reports

In This Topic

Actions can be associated with all essential chart and gauge elements, including: chart data points, chart walls, chart axes, gauge pointers, gauge ranges, gauge axes, titles etc.

Since actions are implemented as items in the web part HTML image map, actions can be globally disabled if you set the Rendering - Render Image Map property to false.

Each action has the following properties:

Tooltip - defines a tooltip for the element. The tooltip appears when the user hovers the mouse over the element.

Type - defines the action type. Currently there are three action types:

None - nothing happens when the user clicks the element (the default).
Jump to URL - choose this option to define a link to an arbitrary Web page. When this option is selected you can type the URL of a Web page or an expression that evaluates to the URL of a Web page.
Jump to Report - choose this option to define a link to a SharePoint page that serves as a drill down report (sub report). The rest of this topic describes what drill down reports are.

Drill-Down Reports in SharePoint

The term Drill-Down Reporting is a synonym of Master-Detail Reporting. In this reporting technique a set of sub-reports is associated with a master report. When the user clicks certain areas of the master report display elements, the master report setups a set of custom parameters for a specific sub-report and redirects the report user to that sub-report. This reporting technique is useful when the master report cannot provide a clear visual perception of all the details that the user wants to see, so that is why it redirects the user to a more concrete report, that the master report setups dynamically for the user, based on where he/she clicked.

In the context of Nevron SharePoint Vision, the term "report" can be associated with each SharePoint page, because Nevron SharePoint Vision aims to help you convert each SharePoint page into an interactive report. In Nevron SharePoint Vision, Master-Detail Reports are driven by custom parameters. Because custom parameters can be consumed by any expression, the master report can actually control almost anything in the sub-report - from the data connection, to the data aggregation and data visualization.

Master-Detail reports are visually implemented when you select to the Jump to Report action type, for a chart/gauge element of your choice. As already mentioned all essential chart and gauge elements have an associated action. When the action type is set to Jump to Report, you are allowed to specify the following properties of the jump:

Report - specifies the URL of a SharePoint page that serves as a drill down report (sub report). You can also use an expression to specify a dynamic URL.

Parameters - a list of {custom parameter name;value} pairs that need to be passed to the sub report. The parameters that are passed to the sub-report web parts, can be consumed by any expression, as discussed in the Parameters topic and can also be further visually edited with the help of simple HTML and Java Script, which is described in the Custom Parameters with Nevron JavaScript API topic.