Drill Down

This guide allows you to explore detailed insights within your charts by drilling down into specific dimensions for a more granular analysis.

What is Drill Down?

Drill Down is a functionality that allows users to interact with data visualizations dynamically. By selecting a specific data point (e.g., a bar in a bar chart), users can expand and analyze the underlying or related dimensions. It is commonly used to move from aggregated data to detailed views, such as from total revenue by region to revenue by country or city.

When to Use Drill Down?

Drill Down is ideal for datasets with hierarchical or multi-level structures, such as:

• Geographical data (e.g., Region > Country > City).

• Time-series data (e.g., Year > Quarter > Month).

• Organizational structures (e.g., Department > Team > Employee).

• Product categories (e.g., Category > Subcategory > Product).

Requirements for Enabling Drill Down

To enable and effectively use the Drill Down feature, ensure the following:

1. Data Structure: The dataset must include hierarchical relationships or dimensions that can be broken down into subcategories.

2. Visualization Type: Compatible visualizations include bar charts, line charts, pie charts, and any other visualizations supporting hierarchical data.

3. Metric Page Settings: The dataset used in the metric page must have the dimensions correctly set up for hierarchical analysis

1. Enable Drill Down On the metric page, click the "Settings" icon, go to the "Actions" tab, and switch on the "DrillDown" toggle.

1. View Drill Down in Your Chart

• Click on any bar in the chart to drill down into the dimension.

• For instance, the dimension "Customer Region" is drilled down to "Customer Country", showing Canada, Mexico, and USA.