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Similar to Drilling Down, drilling in is triggered when a user selects a metric value, instead of an attribute value. This selection can include selecting a bar on a bar chart, a plotted point on a line chart, or a numerical value within a table.

Contents:

The Drill In example below is identical to the Drilling Down example. Note that the drill in is initiated by selecting a metric value. 

Drill in is initiated by clicking the metric value. The resulting report shows the Amount broken down by quarter, filtered for the year 2012.

Defining Local Drill in Paths

Like drilling down, you can define drilling in locally for a given dashboard report. And while you cannot define drill-in paths globally for a given metric, you can add them to a report's definition so that they are available wherever that report may be used in a given project.

Steps:

  1. While on your dashboard in edit mode, select a dashboard report, and click the Gear icon.
  2. From the Drilling tab, click + Add Drilling or Add more... to add a new drill path.
  3. Under When I click on, click the drop-down, and select the metric of interest. Click Select.
    Values of the selected metric will be the links that allow dashboard viewers to initiate your drill-in path. 
  4. Under Show me, click the drop-down.
  5. From the Attributes tab, select which new attribute will be used to break down the original report's metric. Click Select.
  6. After checking your new drill-in settings, click Apply.
    The dialog closes. The drill path is added.
  7. Click Save.
    The dashboard is saved.

Defining Drill in Paths at the Report Level

While you cannot define drill-in paths globally for a given metric, you can add them to a report's definition so that they are available wherever that report may be used in a given project.

Steps:

  1. Click Reports on the project toolbar.
    The report page opens.
  2. Select the report from the Reports directory.
    The report opens.
  3. Click Show Configuration.
    The configuration pane opens. 
  4. Under Drill In, click Drill In Settings.
    Add drill in paths to particular metrics in a report.
  5. Locate the metric of interest. From its drop-down, select the attribute to break down the metric.
  6. Click Select.
    The drill-in settings are applied. 
  7. Click Save.
    The report is saved.

VIDEO - How to Set Drill-in Paths to Your Report Metrics

Defining a Global Drill In

Define drill-in paths in a report's definition, available wherever that report may be used in a given project.

Steps:

  1. Click Reports on the project toolbar.
    The report page opens.
  2. Select the report from the Reports directory.
    The report opens.
  3. Click Show Configuration.
    The configuration pane opens. 
  4. Under Drill In, click Drill In Settings.
    Add drill in paths to particular metrics in a report.

  5. Locate the metric of interest. From its drop-down, select the attribute to break down the metric.
  6. Click Select.
    The drill-in settings are applied. 
  7. Click Save.
    The report is saved.