Drill down is an analytics capability that allows users to instantly shift from an overview of data to a more detailed and granular view within the same dataset they are analyzing by clicking on a metric in a dashboard or report.
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How do I use the drill-down feature?
First way: hover over a visual to see and use the icons. Turn on the drill-down feature first by selecting the downward arrow. The grey background lets you know that the drill-down option is active. Second way: right-click a visual to reveal and use the menu. You have several ways to drill into your visual.
What is drill down and drill up in data visualization?
Using drill down and drill up on your data points, you can explore in-depth details about your data. When a visual has a hierarchy, you can drill down to reveal additional details. For example, you might have a visual that looks at Olympic medal count by a hierarchy made up of sport, discipline, and event.
How do I drill down to the next level?
Selecting the double arrow drill-down icon takes you to the next level in the hierarchy. If you’re looking at the Territory level for Kentucky and Tennessee, you can drill down to city level for both states, then postal code level for both states, and, finally, the store name level for both states.
How do I drill down on a report page?
Now you have the option of drilling down one field at a time by selecting a visual element. Examples of visual elements are: bar, bubble, and leaf. If you don’t turn on the drill-down option, selecting a visual element (like a bar, bubble, or leaf) won’t drill down. Instead, it will cross-filter the other charts on the report page.
What is drill down?
Drill down is a capability that takes the user from a more general view of the data to a more specific one at the click of a mouse. For example, a drill down report that shows sales revenue by state can allow the user to select a state, click on it and see sales revenue by county or city within that state.
What is drill down in data analysis?
Drill down is an analytics capability that allows users to instantly shift from an overview of data to a more detailed and granular view within the same dataset they are analyzing by clicking on a metric in a dashboard or report.
How do you drill down into data within a report?
Turn on drill-down for a chartEdit your report.Select a chart.On the right, in the DATA properties panel under Dimension, turn on Drill down.Add dimensions to the chart. Each dimension you add becomes another level of detail you can drill into.Select the Default drill down level.
What is drill down in management?
The Drill Down technique is a method for gaining insight into the root causes of a problem within a department or area. After the root causes are known, a larger plan can be devised to address the problem. A Drill Down is not the same as a diagnosis, but rather a broad and deep general examination.
Why is drill down important?
Drill-Down plays a vital role in breaking down data and providing a comprehendible data for easy understanding. It lets you look at the multidimensional data by browsing through one level of data to another. With Drill-Down, a user can get a specific representation of data and its granular level with just a few clicks.
Why drill down report is used?
A drill-down report allows the user to navigate the data from a comprehensive view of the data to a more detailed one. It assumes a hierarchical relationship between data. Therefore, the user can be taken to a more granular level of the data by clicking a specific visualization element on the web report.
How do I drill down a report in Salesforce?
To drill down into a report:Run a report that includes at least one-row grouping.On the report run page, select checkboxes for the particular values that you want to drill in to. … Click Drill Down. … The primary row group for your report is preselected in the Group by field. … Click Apply.
What is difference between drill down and drill through report?
What Is Drill Through? A drill through is an analytical feature that allows you to visualize additional, more detailed information about a specific KPI in a report. The difference with a drill down is that in a drill though report the new data is opened in a pop-up and not on the same chart.
What is drill up and drill down?
That’s what we call “drill down,” as it’s a feature allowing you to go much deeper into more particular data or information layers being assessed. On the other hand, drill up allows the user to zoom out the data or information stepwise.
What is another word for drill down?
What is another word for drill down?scrutiniseUKscrutinizeUSexamine closelygo over with a fine-tooth combput under a microscopeexamineinvestigatestudyexplorereview96 more rows
What is a dashboard drill down?
Dashboard provides the Drill-Down feature, which allows end-users to change the detail level of data displayed in a dashboard item. Drill-Down enables users to drill down to display detail data, or drill up to view more general information.
Thursday, September 18, 2014
For many Salesforce admin using report for their daily work, sometimes we just ignore items in the report, but it is very useful to help our work.
Salesforce: Report Drill Down and more ..
For many Salesforce admin using report for their daily work, sometimes we just ignore items in the report, but it is very useful to help our work.
Drill Down
Drill down is an analytics capability that allows users to instantly shift from an overview of data to a more detailed and granular view within the same dataset they are analyzing by clicking on a metric in a dashboard or report.
The business benefits of drill down
Analytical features like drill down provides all users with deeper insights into the data they need to analyze, by allowing them to dig into the specific reasons behind metrics, instantly and easily.
Drill requires a hierarchy
When a visual has a hierarchy, you can drill down to reveal additional details. For example, you might have a visual that looks at Olympic medal count by a hierarchy made up of sport, discipline, and event. By default, the visual would show medal count by sport: gymnastics, skiing, aquatics, and so on.
Figure out which visuals can be drilled
Not sure which Power BI visuals contain a hierarchy? Hover over a visual. If you see a combination of these drill controls at the top, your visual has a hierarchy.
Learn how to drill down and up
In this example we’re using a treemap that has a hierarchy made up of territory, city, postal code, and store name. The treemap, before drilling, looks at total units sold this year by territory. Territory is the top level of the hierarchy.
Drill pathways
You have several ways to drill into your visual. Selecting the double arrow drill-down icon takes you to the next level in the hierarchy. If you’re looking at the Territory level for Kentucky and Tennessee, you can drill down to city level for both states, then postal code level for both states, and, finally, the store name level for both states.
Show the data as you drill
Use Show as a table to get a look behind the scenes. Each time you drill or expand, Show as a table displays the data being used to build the visual. This may help you understand how hierarchies, drill, and expand work together to build visuals.
Considerations and limitations
By default, drilling won’t filter other visuals in a report. However, the report designer can change this default behavior. As you drill, look to see if the other visuals on the page are cross-filtering or cross-highlighting.
