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# Drill down control

## Requirements

* To create a drill control, your account must have **Can Edit** access to the workbook.
* The activities described on this page are only available in Edit mode. To begin editing, click **Edit** in the top right corner of the page. For more information see [Workbook Lifecycle](/docs/workbook-lifecycle-explore-draft-and-publish).

## Create a drill control

1. In the editor panel, click **+ADD NEW** .
   The **ADD NEW** panel opens.

2. In the **CONTROL** **ELEMENTS** section, select **Drill Down**.

   ![Screen\_Shot\_2022-02-09\_at\_12.16.49\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/121978f7283b7a9b8f46ba7f12ab24a674ecb9a97d024514f0dbafcb5723ee40/assets/docs-images/b70a089-1.png)

   The new drill down element appears on the page.

3. In the editor panel **SETTINGS** > **Value source** section, use the dropdown list to select a data element containing the columns that you intend to use in the drill path.

   ![Screen\_Shot\_2022-02-09\_at\_12.18.39\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/b8e6c0c9136a6ae2f630aafb23376136ee694c2fcc0fefcd552f7d2b72a74d26/assets/docs-images/89ba253-2.png)

   If the selected data element supports drill downs, Sigma adds a column under **DRILL CATEGORIES**. You can keep this, change it, or add more.

4. Next to the **DRILL CATEGORIES section,** click **+Add drill category** .

5. Select a column from the list.

   ![Screen\_Shot\_2022-02-09\_at\_12.19.32\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/9fd7597e6931e05ea1cdbaf2526444fd36208797dc8bceb45d82f1312af34c96/assets/docs-images/8bc861d-3.png)

6. (Optional) Repeat the step above to add any additional columns to your drill path. The element displays the path.

   ![Screen\_Shot\_2022-02-09\_at\_12.20.24\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/2906ae9a61cdc5296b58679a3be040bed54a01000a22bf529b4a74e7da20a2e5/assets/docs-images/14a992e-4.png)

7. Add one or more targets to your control. Targets are the data elements that a control manipulates. In the editor panel, click the **TARGETS** tab.

8. Click **+Add Target** .

9. Select a target data element from the list.

   ![Screen\_Shot\_2022-02-09\_at\_12.22.47\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/01e262aefcffc09ae26a574880b6cd6c4a2a882d18007e49ba49857d0dbb1445/assets/docs-images/3e030de-5.png)

10. The **Map with columns in target** section appears. Use the dropdown menu to map the drill path column to the corresponding column in the target data element.

11. The **SETTINGS** tab shows all the drill categories. You can change the ID and/or the label of the control.

    ![Screen\_Shot\_2022-02-09\_at\_12.29.55\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/24525d45df687b37bcf8b55ffa1bc86712f997a849d91a5549b6ad53d761623a/assets/docs-images/8686725-6.png)

12. Repeat steps 8-10 to add additional targets.

13. To test it, click a category name in the drill control element’s drill path and drill into that category. The target data element updates accordingly.

## Create a drill control from an existing drill path

1. Right click a value in the data element visualization to open its menu.
2. Select **Drill up** > **Create drill control**.

   ![Screen\_Shot\_2022-02-09\_at\_2.39.10\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/a8b82884df597e41b755cc43ad0ffe643e816247d54aa6f40054053c9e44ef8c/assets/docs-images/bccf652-7.png)

   Sigma adds the control and you can edit it further, if needed.

## Add categories to an existing drill control

1. Select the existing drill down control.

2. In the editor panel **SETTINGS** section, click **DRILL CATEGORIES** > **+Add drill category**.
   <br /> ***Note***: The **+Add drill category** button will only be enabled if a **Value source** is selected above.

3. Select a column from the list.

   ![Screen\_Shot\_2021-09-23\_at\_2.57.59\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/b002ddd8ed4ccd96a9d558bb045e893a4016a41f65587927c745a8707768ce7c/assets/docs-images/19f636d-8.png)

4. Repeat the step above to add any additional columns to your drill path. Sigma displays each drill category in the drill control's drill path.

   ![Screen\_Shot\_2021-09-23\_at\_3.02.50\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/d3e17f899efe681a9b968cbd527e06e530bca4c2546ce8c07f36385c47c39171/assets/docs-images/44bf0d7-9.png)

## Add targets to an existing drill control

1. Select the existing drill down control.

2. In the editor panel, click the **TARGETS** tab.

   ![Screen\_Shot\_2021-09-23\_at\_3.08.31\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/f53274a627c782aeedf21010aa1927c5b8a63baa0c3bb95fa0af58c4ac6c1160/assets/docs-images/4195f76-10.png)

3. Click **+Add Target** .

4. Select a target element from the list.

   ![Screen\_Shot\_2021-09-23\_at\_3.11.56\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/841ca256b78fc085b9bb411fa28592c534e0cbc63285a0f629b615cf492abfce/assets/docs-images/91ecc71-11.png)

   A box representing your target element appear.

5. Use the drop down menus to map your drill path drill categories to the corresponding columns in the target element.

   ![Screen\_Shot\_2021-09-23\_at\_3.14.17\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/773a57516184df65fa46696721ff7c3c89f9593d390e84faeea69ca8a42d8359/assets/docs-images/c07da23-12.png)

6. Repeat steps 3-5 to add additional targets.

7. To test it, click a category name in the control element’s drill path to drill into that category. Your new target element updates accordingly.

   ![Screen\_Shot\_2021-09-23\_at\_3.20.05\_PM.png](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/7200208a3863f9c49a76f1f8d59dc17c596e9bc3954998c02c13b71174ca9859/assets/docs-images/67e4ab3-13.png)

## Related resources

* [Visualization drill paths (Drill Anywhere)](/docs/visualization-drill-paths-drill-anywhere)
* [Intro to control elements](/docs/intro-to-control-elements)
* <a href="https://community.sigmacomputing.com/t/drill-downs-in-sigma/2048?_gl=1*h8fxxp*_ga*ODkzMjkyNDY1LjE3MDAwMDU1NzM.*_ga_PMMQG4DCHC*MTcwMTIwOTMxNS4yNC4xLjE3MDEyMTY1MjIuNTguMC4w" target="_blank" rel="noopener noreferrer">
    Drill Downs in Sigma (Community)
  </a>