Creating Drill Options

Adding drill options to a visual lets consumers drill into data in the current visual.

A hierarchy of data exists in visuals that include drill options. For example, unplanned absences that can be shown by division and reporting group.
  1. Select the visual to be updated.
    Not all visuals support drill options. Axis must be an available field in the Visualizations pane.
  2. If you want multiple visuals to be affected by the drill options used in this visual, select Visual interactions > Drilling filters and other visuals.
  3. Drag fields to be used in the drill hierarchy from the Fields pane to the Visualizations pane Axis or Shared axis area. (If you are using a matrix visualization, use the Rows area.)
    The Visualizations pane showing the Shared axis fields circled in red.
    The system automatically links data where applicable and drill options are shown in the action items area.
  4. Drag fields to be shown as the drill hierarchy values from the Fields pane to the Visualizations pane Values area.
  5. To test the drill options, use the arrows 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.