Adding Drill-Down Layers to Visuals

In most visual types, you can create a drill hierarchy of fields for a visual element. The hierarchy lets you drill down and up to see data at different levels.
The field wells that you can use to create drill-down layers depend on the visual type.
Visual type Field well
Bar chart X axis or Y axis and Group/Color
Combo chart X axis and Group/Color for bars
Line chart X axis and Color
Point map Geospatial and Color
Filled map Location
Heat map Rows and Columns
Key performance indicator Trend group
Radar chart Category or Color
Waterfall chart Category and Breakdown
Scatter plot Color and Label
Pie chart, donut chart Group/Color
Tree map, box plot, funnel chart Group by
    Note:
  • The drill-down functionality is added automatically for date fields. You can always drill up and down through the levels of date granularity.
  • You cannot add drill-down layers in tables, pivot tables, gauge charts, histograms, and Sankey diagrams.
To add drill-down layers to a visual:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. On the analysis page, select a visual.
    Analysis page - Edit a visual
  5. To add a drill-down layer, drag a field from the Data panel to a field well in the Visuals panel that already includes other fields.
    Make sure that the Add drill-down layer label is displayed when you drag the field.
  6. Continue until you add fields for all the levels of the drill hierarchy that you want to create.
    Position the dragged fields above or below existing fields based on where you want them to be in the drill hierarchy. For example, you can create a drill hierarchy that goes from printer type to printer model and, finally, to printer name.

    To remove a field from the hierarchy, click Options button, the Options button, next to the field and select Remove.

Parent topic: Customizing Data Presentation