Visualization drill paths (Drill Anywhere)

Sigma supports drill paths, called the Drill Anywhere feature, for most visualization types.

Drill paths are designed for ad-hoc data exploration, and are only available to users with Can Edit or Can Explore access to the workbook.

If you're creating a workbook with a broader target audience such as Viewers, or want to use the same drill path across multiple target visualizations, you should instead create a drill down control.

Requirements

Use the Drill Anywhere drill path feature

  1. Right click on a value on your visualization to open its context menu.
    In this example shows opening the context menu for the bar chart's 2017 [Year] column.
  2. Click Drill down... to open the Drill down modal.
    Screen_Shot_2022-02-09_at_11.54.20_AM.png
  3. Click a column to drill into it.
    This example shows drilling down into [Store Region].Screen_Shot_2022-02-09_at_11.55.20_AM.png
    When drilling into [Store Region] for the [Year] 2019, Sigma adds a new date filter and switches the X-AXIS from [Year] to [Store Region].
    Sigma shows the sum of sales by region for the year 2019.
    Screen_Shot_2022-02-09_at_11.56.48_AM.png
    In the example, the visualization is maximized so you can also see its underlying data table structure update accordingly.
    Instead of being grouped by [Year], the data is now grouped by [Store Region].

Customize a visualization's drill down column list

  1. If the workbook is not already in Edit mode, click Edit in the top right corner of the page.
  2. Right click on a value in a visualization to open its context menu.
  3. Click Drill down to open the Drill down modal.
    Screen_Shot_2022-02-09_at_12.02.19_PM.png
  4. Click Edit List.Β 
    Screen_Shot_2022-02-09_at_12.03.04_PM.png
  5. Use the checkboxes to select only the columns you want available.
    Screen_Shot_2022-02-09_at_12.04.21_PM.png
  6. Click Save.