KB484978: "Keep parent while drilling" option does not work in dossiers unless the drill option is changed in

Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.

Description

When drilling in a dossier, the Keep parent while drilling option does not work as expected. 
 

Steps to reproduce

• In the Tutorial project, create a custom drill map drilling up from Call Center to Category, with the Keep parent option set to True. 
  

• Create a simple report including Call Center, Category, and Month. 
• In Report Data Options, set the Keep parent while drilling option as Yes. 
  

• Create a dossier based on the report, and add Call Center to the grid visualization.
• Execute the dossier, right-click Call Center to drill to Category-- See that the parent is not kept.
  

Why is this happening?

This issue has been identified as a product defect in Strategy 2019.

Workaround

Set the option in Web Preferences.

• Go to Web Preferences > User Preferences > Drill mode.
• From the Keep parent while drilling drop-down, select Yes.
  

• Execute the dossier, right-click Call Center to drill to Category-- See that the parent is now kept.