Drill Into

The Drill Into feature allows users to explore data at deeper levels of granularity within a time dimension. Starting from a high-level view (e.g., Year), users can drill into progressively detailed levels such as Month and Day, gaining insights into trends and performance at multiple time scales.

Prerequisites:

  • A hierarchical pattern must be defined for the Date Dimension in the Data Center Module.

  • The hierarchy ensures drillable time levels (e.g., Year → Month → Day).

Defining a Hierarchy for a Date Dimension

  1. Select an existing Data Store (or define hierarchy while creating a new one).

  2. Navigate to the Hierarchy Definition tab.

  3. Select a Date Dimension field.

  4. Click the Add icon to create a new Drill Def space.

  5. Drag the selected Date Dimension into the Drill Def space.

    • By default, the Date Dimension is divided into 3 levels (Year, Month, Day).

  6. Click Next to continue.

  7. Save the Data Store with the defined hierarchy.

Note: For more details on creating and saving Data Stores with hierarchies, refer to the Data Store documentation.

Applying Drill Into Option

  1. Open a saved View from a Report.

    • Double-click the View or click the Analyse option.

  2. The Analyse window opens, showing Year as the highest-level granularity.

  3. Select the Drill Into option to drill down into the time dimension.

  4. Click on a Year value → The View updates to display Monthly data.

  5. Click on a Month value → The View updates to display Daily data.

Example

  • Starting Point: Yearly data on employee joining.

  • Drill Into Step 1: Click Year → Displays monthly joinings for the selected year.

  • Drill Into Step 2: Click a Month → Displays exact joining dates within that month.

Best Practices

  • Always define hierarchies upfront in the Data Center to ensure smooth drill functionality.

  • Use Year → Month → Day granularity for most datasets; adjust levels as required.

  • Combine Drill Into with Timeline Play for both granular and animated trend analysis.

  • Keep filters applied to focus drill-downs on relevant subsets (e.g., department, region).

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