Using Drill Options

Using drill options allows you to view data related to visuals from a layered perspective.

Visuals that allow drill options show drill arrows in the action items area when you hover over them.
The Drill up, Drill down, Expand all, and Drill down all options circled in red.
To view any drill up or drill down data options for visuals that contain a hierarchy, do one of the following:
  • Right-click on the visual and select the appropriate drill option. (Depending on where you are in the drillthrough, you may see different options.)
    A visual with the drill options circled in red.
  • Use the arrows shown in the action items area.
To..Select this..
Drill up one level Up-facing arrow.
Drill down one level Down-facing arrow.

Then select a data point.

Select the arrow again to turn off drill down.

Expand all fields at once to add the next hierarchy to the current view Split arrow facing down.
Drill down all fields at once Two arrows facing down.
Three years of data (2017 to 2019) is included here.
The Commendations by Year and Month visual shows data based on month (MonthName).
The Commendations by Year and Month visual showing data by MonthName.
Drilling up shows data based on year.
The Commendations by Year and Month visual showing data by Year.
Turning on drill down and selecting a data point shows details (based on DayOfWeekName) for that data point (August).
The Commendations by Year and Month visual showing the drill down option turned on and the arrow hovering on a data point (August) and the Commendations by Year and Month showing data for the selected data point (August) by DayOfWeekName.
Selecting Go to the next level in the hierarchy shows DayOfWeekName information based on the selection of all data points in the original visual.
The Commendations by Year and Month showing data for all months at the lowest level (DayOfWeekName)
To use Expand all down one level in the hierarchy, we start on the Year page (highest level) shown in the drill up example. Expanding all shows the Year MonthName options for all three years. To see more data, we can use the scroll bar.
The Commendations by Year and Month showing data for all years by month (Year MonthName).