Drilldown to Source Records

The Rekener Platform gives you the ability to create powerful metrics that show you data about accounts, groups of accounts, or your business as a whole.  In addition, you are able to drilldown into the source data for any of these metrics.

How to Drilldown

When you hover over metrics where a drilldown is available an underline will appear, indicating that the metric is a hyperlink.  You can see the source record details by clicking on the metric.

Once you have clicked on a drilldown metric, you will see a 'drawer' open at the bottom of the screen that has all of the source records for that metric.  To pull in more fields from those source records, open the  Options menu , and choose "Change Metrics". From there you will be able to modify the fields that show up on this drilldown screen.  You can also export all of the records in the drilldown to a CSV by clicking the Export to CSV button, or open the Drilldown report in a seperate tab

Which metrics can / can't be drilled into?

Metrics can be drilled into if they are comprised of data from just one object from your connected systems.  So, Salesforce Opportunity data and Marketo Web Visit information, and Zendesk case information can all be drilled into.

Metrics cannot be drilled into if the metric is a calculation that's based on multiple existing Rekener metrics.  So for example, you cannot drill into the ASP metric because the ASP is comprised of two metrics:  Opportunities Won, and Bookings.  You can, however, drill into either Opportunities Won or Bookings to see the source data for each of those metrics.  The source data in those cases would be Salesforce Opportunity records.

Pulling in Data from Other Objects

When you are in a drilldown screen, you can also pull in information from related objects.  This includes the ability to pull in data from multiple different objects at once, and the ability to drill through multiple levels of related objects. An example is described below:

Let's say we are looking at a list of contacts, and we want to look into the Account associated with each Contact, find that Account's Owner, and find the Profile that User has.  Here's how to do it:

1.  Start on your drilldown screen, open the  Options menu, and click the Change Metrics button

2.  This will open a list of all the fields on the object that you are drilled into.

3.  In this example we are trying to find the Contact Owner's Manager. Scroll down in the field list and click on Owner ID - this will open the related list of fields associated with the Contact Owner/User.

4.  Scroll to the bottom of this list and click Manager ID-->. This will open another related list of fields associated with the Manager object. From here we can select Full Name, and then click the Insert button

Owner ID (Contact Owner) > Manager ID (Owner's Manager) > Manager's Full Name

4.  If we scroll down to the bottom of the list of fields on the Account, we find the "OwnerID-->" field, which will let us do our lookup in the the User object.

5. Now we can see all of the fields on the User object.  We want to do one more lookup, using the ProfileID--> field from the User, so we click on ProfileID-->.

6.  Now we can see all the fields on the Profile object, so we can pull in the profile Name.

7.  After you click on Name and hit Insert, you will see that a field "AccountId.OwnerId.ProfileId.Name" has been added into the list of fields that will display on your drilldown. This means, for every Contact, we want to look into that Contact's Account, find the Account Owner, find the Profile of that Account Owner, and pull in the Name of that Profile.

8.  Hit "Change Metrics" and now you can see the information we were looking for:  the Profile of the Account Owner of each of the Contacts in our drilldown.