Drilling through hierarchical data

If hierarchical dimensions are included in a chart, you can drill up or down through dimensions on the Chart Canvas to explore the data at different levels. If the chart contains more than one hierarchical dimension, you can select which dimension to drill into. You can use the drill back icon to undo the drill operation and restore the chart to its original state.

The drill operation comprises:
  • applying a filter

  • redrawing the visualization at the new level in the hierarchy

When you drill, a filter token may appear above the chart, or the filter may be added to an existing filter token.

  1. Select an area in the chart or a label on the axis.

    For example, you can select one or more bars in a bar chart, or an axis label in a trellis.

    The selected area in the chart is highlighted.

  2. In the tooltip that appears, select the drill down or drill up icon.

    If the area you selected contains more than one hierarchical dimension, you can choose which dimension to drill into.

    A filter is applied to the data and the chart is re-drawn at the new level in the hierarchy.

  3. To step back through the drill operation, select the drill back icon.

    The filter created by the drill operation is removed and the visualization is re-drawn at the previous level. Any filters applied by hand are maintained. Note that the drill back history is reset when you switch to the Visualize room.