Some useful steps and practices exist to achieve the desired provision of the drill-through function with dynamic filtering in Power BI.
Set Up Drill-Through Pages: First, create specific drill-through pages in your Power BI report. These pages should contain visuals that concern aspects that the user is likely to want to see when they drill down. For example, suppose the users are drilling down a regional summary to a report of a city. In that case, you should create a page for the report that includes analyses of a particular city.
Configure Drill Through Fields: In the drill through the page, indicate the fields that will initiate the drill through. In Power BI, place these fields in the 'Drillthrough' well found on the 'Visualizations' pane. These fields will serve as dynamic filters based on the user's previous input. Suppose a user right-clicks on a data point associated with these fields in the main report. In that case, the option to drill through will be available, and the selected context, for example, a region or category, will be passed over to the drill through the page as a filter.
Implement Custom Drill-Through Filters using DAX: For more advanced drill-through techniques, you can use DAX measures that change responsiveness to the user. DAX measures can alter the visuals or computations contained in the drill-through page depending on the active filters. For instance, a DAX measure may be utilized to color certain KPIs or even to show an alert when particular parameters are satisfied. In this way, you can ensure that your drill-through page is dynamic, depending on the main report's options chosen by the user.
Incorporate 'Back' Buttons to Simplify Navigation: Putting a back button on the drill-through page makes it more usable for users. Power BI has an option in the 'Insert' section to create back buttons, which helps the user navigate to the main report page quickly. This is advantageous when working with reports that comprise several layers of drill-through pages, as it eases navigating from one page to another.
Test with Various User Scenarios: The last step should be assessing your drill-through capabilities, which a user selects differently. Handle typical scenarios with care and ensure that data is correct at all times. Testing those scenarios will give you insight into changes in your filter or page layout to enhance the drill-through navigation.
Using these strategies, Power BI's drill-through capability can be effectively utilized to make reports that enhance data analysis and are interactive.
