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, 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_2022-02-09_at_11.54.20_AM.png
  3. Click a column to drill into it.
    In this example, we drill into [Store Region].
    Screen_Shot_2022-02-09_at_11.55.20_AM.png
    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.
    Screen_Shot_2022-02-09_at_11.56.48_AM.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

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

  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_2022-02-09_at_12.02.19_PM.png
  3. Click Edit List
    Screen_Shot_2022-02-09_at_12.03.04_PM.png
  4. Use the checkboxes to select only the columns you want available.
    Screen_Shot_2022-02-09_at_12.04.21_PM.png
  5. Click Save


Related Resources

Intro to Visualizations
Data Element Filters
Drill Down Controls
Create a Drill Control from an Existing Drill Path