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Drilling up and down |
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Drilling can be used to navigate through levels of data ranging from the most summarized (up) to the most detailed (down). For example, when viewing the details of sales data by year, a user can drill down to display sales data by quarter, and further to display data by month Drilling in a grid Drilling on items in a grid can be performed in two ways:
1. By clicking the 2. By right-clicking the member and selecting either the Drill Down or Drill Up options from the context menu. Drilling on a chart Drilling on items in a chart can also be performed in two ways:
Note: sometimes drilling down on a member will not yield into new results. This can be the case when a filter has been defined. It is also possible to drill a member down more than one level. For example, you can drill the year 2003 directly down to the Months level to display all months for 2003, thus bypassing the Quarters level. To drill to a specific level, right-click on a member and select the Drill Down to Level item. This will expand a list of all levels below the member's current level that can be drilled to. Select a level to drill down to it.
Clicking a level will invoke the following dialog:
Here you can select how you want the drill to be performed. In the case of drilling year 2003 to the months, this would mean:
Only members at the target level All months within 2003 will be displayed beneath 2003. Members on the target level and all intermediate levels All quarters within 2003 will be displayed beneath 2003 and expanded to display all months within those quarters. Members on the target level and all subordinate levels All months within 2003 will be displayed beneath 2003 and they will be expanded to display all days within those months.
Sort level members by value This is only available when Only members at the target level is selected. - When unchecked, the customers will be sorted alphabetically within the city they reside in (even though the city level isn't displayed), so the whole customer list isn't sorted alphabetically (this is a non-breaking sort). - When checked, all customers will be sorted alphabetically (this is a breaking sort)
Note: if the member doesn't have any levels below it, the Drill Down to Level item will be unavailable. You can also drill to the Top or Bottom N children for a member. This will allow you to only show the best or worst performing children in the current context for the given measure. Selecting Drill Down Top/Bottom N... from the member context menu will bring up the following dialog:
Here you can specify the number of best or worst performing children you want to display. You also need to select the measure used to determine the best or worst performing children. If the measures are not on one of the axes, the current measure will be selected by default. If the measures are located on an axis, the default measure will be selected by default. When determining the best or worst performing children, the current context, i.e. any background selections/filters/etc., are taken into consideration.
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