How do I drill down in my report?
- Corrine Krauss
Certain visualizations use data that has a hierarchical structure. Where such a hierarchy exists, a user can drill down to reveal additional details. Selecting an element of a visualization (e.g. a summary line in a table, a bar in a graph) can allow the user to display an increasingly more detailed picture.
To determine if there is a data hierarchy available, hover over a visual and look for a combination of these drill controls:
There are two ways to access the drill features:
- Hover over a visual and use the icons as noted above
- Right-click a visual and use the menu
| Right-Click Drill Options | Visualization Icons | What does it do? |
|---|---|---|
| Expand > Selection | N/A | Expands to the next level of detail only for the item selected, retaining and showing the parent/child relationship between the levels |
| Expand > Entire level |
| Expands to the next level of detail for all items, retaining and showing the parent/child relationship between the levels |
| Expand > All | N/A | Expands all levels of detail for all items, retaining and showing the parent/child relationship between the levels |
| Collapse > Selection |
| Collapses the detail the selection (only active if data has been expanded or drilled) |
| Collapse > Entire level |
| Collapses the detail for the entire level (only active if data has been expanded or drilled) |
| Collapse > All | N/A | Collapses the detail for the entire level (only active if data has been expanded or drilled) |
| Drill down | OFF: ON: | Expands the selected item (as in Expand > Selection), and also filters to only show results for that selection Note: Select the drill down icon to turn it on for double-click drilldown. If drill down is not turned on, selecting a visual element will instead cross-filter or cross-highlight the other visualizations on the report page. |
| Show next level |
| Shows the entire next level of detail without any grouping or headings to show the parent/child relationship between the levels |
| Expand to next level |
| Equivalent to Expand > Entire level; expands to the next level of detail for all items, retaining and showing the parent/child relationship between the levels |
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