Drill Down

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English • ‎português do Brasil


Operation that allows you to choose a row from a table or graph and drill down (filter) by another column(s) (dimensions).


Multiple drill down(s) are possible until there are no more columns available.


These filters add to the existing ones (combos filters, panel filters, objects, and columns).


Attention: Operation only available for simple tables and simple graphs (lines, bars, area and pie)


For example:


I have a table with customer information. I choose a customer and select the products column. The table will now show the products purchased by that customer.


Drill down 1 en-US.png


We select the client Bakery Junior Inc and double-click (taphold on mobile devices)


A window with the columns (text dimensions and dates) available for drill down will be displayed, confirming the choice made.


We chose the column Product.


Drill down 2 en-US.png


The same table that showed customers now shows the products that customer bought.


Drill down 3 en-US.png


The title bar, if disabled will be enabled and will display the title (Drill down) to indicate the operation and two new icons are included for navigation.


Drill down 4 en-US.png


The icon Drill down back level.png will allow you to go back one level (drill up) and the icon Drill down back start.png will allow you to go back to the original table state (drill down reset). The filter Filter info.png info icon will display all active filters.


Filter info detail.png


Expanding Expand component en-US.png the table or graph during a drill down process may improve the user experience due to differences in column widths.


Important:

  • Drill down comes enabled when the component is inserted into the dashboard. To not allow drill down on a particular component (table/graphs) you must turn off the Drill down property in the object properties in panel editing.
Drill down 5 en-US.png


  • When a combo filter connected to a drill down table/chart is changed, the drill down operation will be canceled (reset).
  • For each date type column a list of formats is available. The title will refer to which date it refers to. Ex. Order Date (Month/Year)
Drill down 6 en-US.png Drill down 7 en-US.png


  • On the mobiles tap (taphold) the screen over the chosen line to open the drill down screen.