Drill Down into Charts

Use this document to configure chart drill-down so that dashboard viewers can move from summary data to more detailed data.

What Drill-Down Does

Drill-down changes the level of detail shown in a chart. You can start from a high-level dimension and then click a data point to view the next level.

For example, a chart can drill down in the following order:

Region > Primary Channel > Secondary Channel > Tertiary Channel

When viewers click a region, the chart shows data for the primary channels in that region. They can then continue drilling into secondary and tertiary channels.

Before You Start

• You have created the charts for each drill-down level.
• Each chart uses the dimension that corresponds to its level.
• You have created or can edit the dashboard where the drill-down should be configured.

Creating Charts for Drill-Down Levels

Create one chart for each drill-down level.

1. Add the source data to a project.
2. Open the analysis table.
3. Create the first chart for the top-level dimension.
4. Rename the chart clearly, such as Level 1.
5. Create the second chart for the next dimension.
6. Rename the chart clearly, such as Level 2.
7. Continue creating charts until all drill-down levels are ready.

Screenshot needed: Charts created for different drill-down levels.

Configuring Drill-Down in a Dashboard

1. Create or open a dashboard.
2. Add the first-level chart to the dashboard.
3. Select the chart.
4. In the right panel, click Set Drill-Down Levels.
5. Drag the lower-level charts into the drill-down settings panel in order.
6. Save the settings.

Screenshot needed: Configure drill-down levels in a dashboard.

Viewing the Drill-Down Result

After drill-down is configured, viewers can click a data point in the chart to open the next level.

The drill-down path appears under the chart title. Viewers can click a level in the path to return to that level.

Screenshot needed: Drill-down path under the chart title.

Tips

• Name each drill-down chart clearly before configuring drill-down.
• Keep the drill-down path consistent with the business hierarchy.
• Use dimensions that naturally move from broad to detailed.
• Avoid adding too many levels if the dashboard is used for quick monitoring.

Next Steps

• Create Charts
• Create a Dashboard
• Optimize Performance