How to Drill In and Out of a Graph

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

If your graph 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.

You can drill each type of graph as follows:

• Scatter or bubble graph:

  Displays data for the selected graph items, breaking the data by a selected attribute.

  A scatter graph contains profit data across several regions. If you select bubbles for the Northeast and Central regions and drill to Call Center, profit data for each call center in the Northeast and Central regions appears.

• Grid, vertical line, vertical bar, or vertical area graph:

  Displays data for the selected graph items in a separate graph column for each attribute element on the horizontal axis.

  A vertical bar graph contains profit margin data across several years. If you select the bars for 2017 and 2018 and drill to Category, the profit margin data for each category appears. In addition, a graph appears in a separate column for 2017 and 2018.

• Horizontal line, horizontal bar, or horizontal area graph:

  Displays data for the selected graph items in a separate graph row for each attribute element on the vertical axis.

  A horizontal bar graph contains profit margin data across several years. If you select the bars for 2017 and 2018, and drill to Category, the profit margin data for each category appears. In addition, a graph appears in a separate row for 2017 and 2018.

To drill on an element in a graph

1. Select a graph visualization.

2. Click a graph element to select it. Press and hold the Ctrl key to select multiple graph elements.

   or

   Drag over an area of the graph to select items with a rectangular lasso.

3. Right-click the graph elements, choose Drill and the attribute to which you want to drill. Only the graph elements you select appear. The drill-to attribute you select groups the graph elements.

To undo drilling in a graph

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

3. Choose Clear "drill conditions" to remove a specific drill condition.

4. In the Editor panel, replace or remove any attributes or metrics that were removed or added as part of the drilling.

You can also click Undo to undo drilling.