Topic 5 of 8

Navigation And Cross Linking Between Dashboards

Learn Navigation And Cross Linking Between Dashboards for free with explanations, exercises, and a quick test (for BI Analyst).

Published: December 22, 2025 | Updated: December 22, 2025

Why this matters

Hints

Only pass what users expect to stay the same.
Use identical names for persisted filters.

Show solution

Example: Sales Hub → Product Detail: Persist DateRange, Region, ProductID. Destination shows breadcrumb: Home → Sales → Product.

Mini challenge

Reduce the number of clicks from your hub to a product SKU’s daily trend from 3 to 2 without losing context. What link or drill-through can you add?

Next steps

Implement your two exercises in your BI tool.
Ask 2 users to try common tasks and time how long it takes them to reach detail views.
Iterate labels and placement based on their feedback.

Progress note

The quick test below is available to everyone. If you log in, your progress will be saved automatically.

Quick Test

Take the test to check your understanding.

Practice Exercises

2 exercises to complete

Instructions

Pick one user role (e.g., Sales Manager). List 3 frequent questions they ask. For each, design a 3-step path (Overview → Diagnostic → Detail). Specify persistent filters per step and label each navigation action.

Deliverable: a short flow per question.
Timebox: 20 minutes.

Expected Output

Three flows with named steps, labels for buttons/links, and a list of filters to persist (e.g., DateRange, Region, ProductID).

Filters And Drilldowns Design Alerting And Monitoring Use Cases

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