Difference between revisions of "Drill Down"
(Created page with "<languages/> <translate> 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) a...") |
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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). | 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. | 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). | These filters add to the existing ones (combos filters, panel filters, objects, and columns). | ||
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For example: | 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. | 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=]] | [[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) | 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. | 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''. | We chose the column ''Product''. | ||
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[[File:Drill down 2 en-US.png|link=]] | [[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. | 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=]] | [[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. | 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=]] | [[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. | 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=]] | [[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. | 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: | Important: | ||
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| + | * Drill down on cross tables and charts will keep the object crossing. | ||
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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. | * 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=]] | ::[[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). | * 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) | * 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=]] | ::[[File:Drill down 6 en-US.png|link=]] [[File:Drill down 7 en-US.png|link=]] | ||
| − | * [[Conditional Formatting]] is | + | <!--T:25--> |
| + | * [[Conditional Formatting]] is by default configured off during the drill down process. You must set to on to work with drill down. | ||
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* On the mobiles tap (taphold) the screen over the chosen line to open the drill down screen. | * On the mobiles tap (taphold) the screen over the chosen line to open the drill down screen. | ||
</translate> | </translate> | ||
Latest revision as of 11:59, 18 December 2020
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).
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.
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.
The same table that showed customers now shows the products that customer bought.
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.
The icon 
will allow you to go back one level (drill up) and the icon 
will allow you to go back to the original table state (drill down reset). The filter 
info icon will display all active filters.
Expanding 
the table or graph during a drill down process may improve the user experience due to differences in column widths.
Important:
- Drill down on cross tables and charts will keep the object crossing.
- 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.
- 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)
- Conditional Formatting is by default configured off during the drill down process. You must set to on to work with drill down.
- On the mobiles tap (taphold) the screen over the chosen line to open the drill down screen.
