Drilling up and down in a visualization in a report

If you use a dimensionally modeled data source, you can create a visualization and drill down to lower-level data or drill up to higher-level data.

Drilling up and down provides more general or more detailed information on your data within a predefined dimensional hierarchy.

An example of a dimensional hierarchy:

Years - Year - Quarter - Month

Before you begin

Before you begin, ensure that you are using a dimensionally modeled data source.

Note: Drill up and drill down are not available for the following visualizations:
  • Boxplot
  • Bullet
  • Map

Procedure

  1. Open a visualization and use a dimensionally modeled data source. For example, Team content > Samples > Models > GO sales (analysis).
  2. To drill down, select the datapoint in the visualization and click Explore Explore icon and then click Drill Down Drill down icon. You can also double-click a datapoint to drill down.
    You can drill down by double clicking on a data point.
  3. To drill up, select the datapoint in the visualization and click Explore Explore icon and then click Drill Up Drill up icon.

    By default, the system determines which items can be drilled on based on the dimensional structure.

Example

The following example shows how to drill up and drill down on products and their sold quantity.

Example of how to drill up and down in a visualization