Parent-Child Report Filtering Using a Bar Chart

Overview

A Page with multiple Reports can be configured to send data based on the row selection of a Parent Report as a filter to a child Report. This means that if the user selects a line item on the Parent Report, specified data reflecting the line item will show in the Child Report; both Reports must be configured to send/receive this filter. This example requires familiarity with creating a Page/Dashboard and configuring a Report, please visit the Create a Page and Dashboard or Create a Report article for more information.

Example

1. To begin, navigate to the Parent-Child Report Page and select the Report Viewer that houses the Child Report.
2. In the Properties panel navigate to REPORT SETUP and select EDIT DEFAULT REPORT.
3. In the Report Designer, select the abacus or settings icon. 
4. In the window, locate Group By: and select the Group Id. Click APPLY.
5. Next, click Add under Views. 
6. In the Charts section, select Bars.
7. In the Add Bars Chart window, name the Bar Chart [Groups].
8. Save and Close the Report and Page Designers.
9. Next, back in the Designer Folder, right-click on the Parent-Child Report Page, and locate View > Preview Page. 
10. On the Preview Page, locate the gear or settings icon on the Child Report and change the View from Data to Bars. 
11. Lastly, click on different accounts and notice the Bar Chart filtering Report data.