Summary of Content

Requirements
Create a Drill Control
Add Categories to an Existing Drill Control
Add Targets to an Existing Drill Control
Related Resources

Requirements

  • To create or edit a drill control, you must have Can Edit access to the workbook and be in Editing mode. Learn more.

Create a Drill Control

  1. Open the workbook’s editor panel to its new PAGE ELEMENTS view.
    This view is accessible from the + icon button located in the top right corner of the editor panel.
    Screen_Shot_2021-09-23_at_1.44.08_PM.png
  2. Select the DRILL DOWN element type.
    It is located near the bottom of the editor panel under the CONTROL ELEMENTS.
    Screen_Shot_2021-09-23_at_1.41.43_PM.png

    Your new drill control will appear on the page.
    Screen_Shot_2021-09-23_at_1.59.40_PM.png
  3. In the editor panel, under Value source, use the dropdown list to select a data element containing the columns that you intend to use in your drill path.
    Screen_Shot_2021-09-23_at_2.53.00_PM.png

    If the selected data element supports drill downs, a column will automatically be added under DRILL CATEGORIES.
  4. Click the + icon button to the right of DRILL CATEGORIES.
    Then select a column from the list.
    Screen_Shot_2021-09-23_at_2.57.59_PM.png
  5. Repeat the step above to add any additional columns to your drill path.
    The element will display the path accordingly.
    Screen_Shot_2021-09-23_at_3.02.50_PM.png
  6. Next you will need to add targets to your control. Targets are data elements that a control manipulates.
    Click the Targets tab in the editor panel.
    Screen_Shot_2021-09-23_at_3.08.31_PM.png

  7. Click + Add Target.
    Then select a target element from the list.
    Screen_Shot_2021-09-23_at_3.11.56_PM.png

  8. A box representing your target element will appear. Here you can map your drill path columns (aka DRILL CATEGORIES) to the corresponding columns in the target element.
    Use the drop down menus to map columns.
    Screen_Shot_2021-09-23_at_3.14.17_PM.png
  9. Repeat steps 7 & 8 to add additional targets.
  10. Ready to test it? Click a category name in the control element’s drill path to drill into that category. Your target element(s) should update accordingly.
    Screen_Shot_2021-09-23_at_3.20.05_PM.png

 

Add Categories to an Existing Drill Control 

  1. Select the existing drill down control.
  2. Click the + icon button to the right of DRILL CATEGORIES.
    Then select a column from the list.

    Note: The + button will only be enabled if a Value source is selected above.
    Screen_Shot_2021-09-23_at_2.57.59_PM.png

  3. Repeat the step above to add any additional columns to your drill path.
    The element will display the path accordingly.
    Screen_Shot_2021-09-23_at_3.02.50_PM.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

  3. Click + Add Target.
    Then select a target element from the list.
    Screen_Shot_2021-09-23_at_3.11.56_PM.png

  4. A box representing your target element will appear. Here you can map your drill path columns (aka DRILL CATEGORIES) to the corresponding columns in the target element.
    Use the drop down menus to map columns.
    Screen_Shot_2021-09-23_at_3.14.17_PM.png
  5. Repeat steps 7 & 8 to add additional targets.
  6. Ready to test it? Click a category name in the control element’s drill path to drill into that category. Your new target element(s) should update accordingly.
    Screen_Shot_2021-09-23_at_3.20.05_PM.png

Related Resources

Explore Visualization Drill Paths
Intro to Control Elements