Drill Down

Introduction

Drill down is the process of going from a higher level of grouping to a lower and more detailed level of grouping. This process can repeat by "drilling down" to the next level of details. Drill up is the opposite process of going back to a higher level of grouping.

Drill down is supported in Pivot and Chart views.

Drill Down Example

Using the Payments table of the Demo data source, we created a chart that shows the number of payments by Product Category. As you can see in the picture, the majority of payments were for the Home category. We can drill down to the Sub Category by clicking on the pie slice and using the drill down button.

After we drill down we see a new view, the drill view, that shows the next level of details:

The action we performed is called "focus and drill down". It combines two actions:

• Focus - we focused on the Home category by adding it to the filter (showing only data for the Home category)
• Drill Down - we now break down the number of payments by Sub Category.

Drill Down in Pivot

In a Pivot View, you can drill down using the context menu, by clicking on a category and selecting a drill-down option, if available.

In our example, selecting "Drill down to Sub Category" will add the Sub Category to our view as the second column to show more detail.

We could also select "Focus on Home and drill down to Sub Category". That option will act similar to what we saw in the chart example above. It will focus on the Home category by adding a filter to only show data for "Home". It will then replace the Category column with Sub Category. Here's the result of focus and drill down:

Defining the Drill-Down Hierarchy

The drill-down hierarchy is the list of fields that mark the drill-down path. In our example above, the product "Category" field was at the top of the hierarchy. The next field down was "Sub Category". The hierarchy can have more than two fields, for example, a third field in this example is the product "Name" field.

The drill-down hierarchy is defined in the table that has the drill-down fields. All the fields in the drill-down hierarchy must be of the same table. In our example, even though our view was on payments, the drill-down fields came from the Product table and therefore the drill-down hierarchy is defined on the Product table.

You will not be able to modify the demo tables, but you can certainly define a drill-down hierarchy for any of your data sources. You start by selecting a data source (Data -> Browse data sources and tables) and select the table that has the drill-down fields. Then click the "Hierarchies" button.

Click "Add" to add a new hierarchy. Give your hierarchy a name, and select fields. To select more than two fields, use the "Add Level" button.

Multiple Drill-Down Hierarchies

You can define more than one drill-down hierarchy, however a field can only be part of one such hierarchy.

Date/Time Field and Drill-Down Hierarchies

A Date/Time field automatically defines the following drill-down hierarchy:

Year -> Quarter -> Month -> Week (Monday) -> Day

It means that this hierarchy is always defined. You don't need to define it.

In some data sources, the weekly grouping is not available.

A Date/Time field cannot be part of another drill-down hierarchy.

⇦ Field Data Types

⇧ Table of Contents

⇨ View