Drill In and Out of a Grid

Drilling allows you to view data at levels other than those that appear in the grid. You can drill down, up, or across attributes and some metrics.

If your grid displays categories, you can drill from a specific category to that category's subcategories. If you drill down from the Electronics category, only the subcategories within Electronics, such as Audio Equipment and Cameras appear.

Drill on an Attribute in a Grid

1. Select a grid visualization.

2. In the grid, right-click an attribute or attribute element, choose Drill and the object to which you want to drill.

When you drill on an attribute element in a grid, you can drill to objects within the dashboard's datasets that do not appear in the Editor panel. If all objects within the dataset display on the grid, the drill option is not available.

When you drill on an attribute element, you are also filtering the grid. For example, you drill from the Central region to Call Center. Only call centers in the Central region display.

Undo Drilling in a Grid

Click Undo to undo the last drill.

You can also Reset the dashboard to return to the original view of the dashboard. Resetting a dashboard removes various manipulations, such as sorting and filtering. For more details, see Reset a Dashboard.

When you drill on an attribute element, you are also filtering the grid. You can remove the filtering conditions but not the drilling by following the steps below:

1. Hover over the visualization to display the Filter icon in the title bar.
2. Click Filter.

3. Choose Clear Drill Conditions to remove all the drills. A pop-up displays the drill conditions.

   For example, you drill from the Central region to Call Center. The grid displays only call centers in the Central region. When you clear the drill conditions, all call centers display in the grid. The drilling to call center remains but the filtering is removed.