11/11 PID Drillthrough Leads Details: Create for Hernia Mesh

[jesusitd]

MUSTS:

• Separate report
• Cross report drillthrough
• All filters must pass as expected (PID, Date range, Ad Hierarchy)
• Drillthrough should NOT be accessible from Provider's view
• Drillthrough should be accessible only from within service

[jesusitd]

Created basic drillthrough for Hernia Mesh, TEST - 8000 - Leads Details Drillthrough.

[jesusitd]

MUSTS:

• Separate report: DONE - https://app.powerbi.com/groups/d16a33f1-6ba1-4e8f-8dc9-3de1fb7e8610/reports/4276f86e-7465-40ff-b8f9-115450320231 TEST - 8000 - Leads Details Drillthrough

• Cross report drillthrough Enabled in that report

• All filters must pass as expected (PID, Date range, Ad Hierarchy) ONLY IF KEEP ALL FILTERS IS ACTIVE IN TARGET PAGE

• Drillthrough should NOT be accessible from Provider's view CONFIRMED in CRM Embedded report

• Drillthrough should be accessible only from within service Confirmed

We might want to enable PID-agnostic Drillthrough Pages in One report that takes the filter from any PID reports

[jesusitd]

Enabled Hernia Mesh Drillthough (in hidden page which is okay because it's only visited from drillthrough):

[jesusitd]

Pending points: ALL from Data Sweep, including Contact, Campaign, Intake data

[jesusitd]

Working in Test workspace:

• PID DT Final (centralized target)
• PID 2000 w DT
• PID 3000 w DT
• PID 6000 w DT
• PID 8000 w DT

All reports are published in Test workspace and operating for HERNIA LEADS Drillthrough 💯 🥇

CC @fedegarza can we review this anytime soon? Today? tomorrow?

[jesusitd]

Approved for production.

Move task:

• Add the field LeadVendorCampaigns[PID] to Power Query
• Apply it as a Report Level Filter
• Configure to allow targeting drillthroughs

Consider fields as specified in PID DT Notes.txt in Working folder.

Done:

• [x] PID 2000
• [x] PID 3000
• [x] PID 6000
• [x] PID 8000
• [x] x - PID Drillthrough (Centralized, Hernia Leads tab only for now)

[jesusitd]

Done. Waiting on response from management. Close by 11/11.

[jesusitd]

Done.