IMPORTANT: This document is specific to Sigma Workbooks.

Workbooks' Drill Anywhere feature provides an interactive method for digging into visualized data. It is supported for most visualization types.

This feature was defined with ad-hoc data exploration, and is 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 or want to use the same drill path across multiple target visualizations, you should instead create a drill down control.

Summary of Content

Requirements
Drill Anywhere
Customize a Visualization's Drill Down Column List
Related Resources

Requirements

Drill Anywhere

  1. Right click on a value on your visualization to open its context menu.
    In this example, we open the context menu for the a bar chart's 2017 [Year] column.
  2. Click Drill down... to open the Drill down modal.
    Screen_Shot_2021-09-22_at_2.24.50_PM.png
  3. Click a column to drill into it.
    In this example, we drill into [Store Region].
    Screen_Shot_2021-09-22_at_2.26.21_PM.png

    Drilling into [Store Region] for the [Year] 2017, adds a new date filter and switches the X-AXIS from [Year] to [Store Region]. We now see the sum of sales by region for the year 2017.
    Screen_Shot_2021-09-22_at_2.28.48_PM.png
    Because this visualization is expanded to focus mode, you can also see its underlying focus view 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. Right click on a value on your visualization to open its context menu.
  2. Click Drill down... to open the Drill down modal.
    Screen_Shot_2021-09-22_at_2.24.50_PM.png
  3. Click Edit List
    Screen_Shot_2021-09-22_at_2.38.18_PM.png
  4. Use the checkboxes to select only the columns you want available.
  5. Click Save
    Screen_Shot_2021-09-22_at_2.39.25_PM.png

Related Resources

Intro to Visualizations
Data Element Filters
Drill Down Controls