Explore Visualization Drill Paths
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 in mind, 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
- To drill anywhere, you must have Can Edit or Can Explore access to the workbook.
- To customize a visualization's drill down column list, you must have Can Edit access.
Drill Anywhere
- Right click on a value on your visualization to open its context menu.
In this example, we open the context menu for the bar chart's 2017 [Year] column. - Click Drill down... to open the Drill down modal.
- Click a column to drill into it.
In this example, we drill into [Store Region].
Drilling into [Store Region] for the [Year] 2019, 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 2019.
Because this visualization is maximized, 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
Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page. Learn more
- Right click on a value on your visualization to open its context menu.
- Click Drill down to open the Drill down modal.
- Click Edit List.
- Use the checkboxes to select only the columns you want available.
- Click Save.
Related Resources
Intro to Visualizations
Data Element Filters
Drill Down Controls
Create a Drill Control from an Existing Drill Path