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Drill Down

303 bytes added, 18:53, 19 September 2019
Marked this version for translation
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Operation that allows you to choose a row from a table or graph and drill down (filter) by another column(s) (dimensions).
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Multiple drill down(s) are possible until there are no more columns available.
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These filters add to the existing ones (combos filters, panel filters, objects, and columns).
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Attention: Operation only available for simple tables and simple graphs (lines, bars, area and pie)
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For example:
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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.
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[[File:Drill down 1 en-US.png|link=]]
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We select the client ''Bakery Junior Inc'' and double-click (taphold on mobile devices)
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A window with the columns (text dimensions and dates) available for drill down will be displayed, confirming the choice made.
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We chose the column ''Product''.
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[[File:Drill down 2 en-US.png|link=]]
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The same table that showed customers now shows the products that customer bought.
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[[File:Drill down 3 en-US.png|link=]]
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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.
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[[File:Drill down 4 en-US.png|link=]]
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The icon [[File:Drill down back level.png|link=]] will allow you to go back one level (drill up) and the icon [[File:Drill down back start.png|link=]] will allow you to go back to the original table state (drill down reset). The filter [[File:Filter info.png|link=]] info icon will display all active filters.
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[[File:Filter info detail.png|link=]]
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Expanding [[File:Expand component en-US.png|link=]] the table or graph during a drill down process may improve the user experience due to differences in column widths.
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Important:
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* 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.
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::[[File:Drill down 5 en-US.png|link=]]
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* When a combo filter connected to a drill down table/chart is changed, the drill down operation will be canceled (reset).
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* 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)
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::[[File:Drill down 6 en-US.png|link=]] [[File:Drill down 7 en-US.png|link=]]
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* [[Conditional Formatting]] is turned off during the drill down process, as context switching will invalidate it.
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* On the mobiles tap (taphold) the screen over the chosen line to open the drill down screen.
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