Drilling in Visualizer

Visualizer makes it easy to drill down, and up, to display information at different levels of detail. For example, you could click on a year in a report to view data for each quarter of the year, and click on the quarter to see data for each month in the quarter.

There are different ways that drilling is enabled for reports:

When using Visualizer, you can create one or more drill paths for a particular report. See Report-Level Drill Paths.

A Space Administrator can create drill paths and drill maps for use across the whole space. See Creating a Drill Map in the Infor Birst Administrator Guide.

A Space Administrator can create a hierarchy in the dimensional model of the space. See Creating Hierarchies for Custom Times in the Infor Birst Modeler User Guide.

The pre-configured Time attributes are already set up for drilling.

Visualizer displays a Drill icon to indicate that an attribute in the Chart Builder can be drilled to show a different level of detail.

Note: 
  • Drill-down is not supported for pie charts.
  • If you plan to include a Visualizer chart report in a new Dashboard filter dashboard, be aware that a drill-across at the dashboard dashlet level overrides a drill-down defined at the chart report level.
To drill in Visualizer:
  1. Add a measure and an attribute configured for drilling. For example, Revenue by the built-in Year attribute. The Chart Builder shows the Drill icon.
  2. Click the Drill icon. Visualizer shows the next level attribute in the Subject Area.
  3. You can click on the drilldown attributes in the Subject Area to swap out the attributes in Chart Builder. Visualizer will keep showing the next level down until the last attribute is reached.
  4. To interact with the drill-able chart, click on a chart component to start the drill down. For example, click a Year column to see the chart change from Year to Year/Quarter. At the top of the chart you see the breadcrumbs of the drill path. Chart Builder also shows the updated Filters.
  5. Keep clicking on the chart to continue drilling. The breadcrumbs are updated. You can click a breadcrumb to go back to a previous view.
  6. If multiple drillpaths, hyperlinks, and drill maps are created for the same item, you can select the drill option from a drill menu to display the multiple drill selections. For tables and crosstab reports, you can access the drill menu by -clicking on the item in the report. For non-table chart types, right-click or secondary-click on the item in the report to access the drill menu. Alternatively, you can access the drill from the Chart Builder.
  7. Click Save.
  8. Add the report to a dashboard. See Adding a Visualizer Report to a Dashboard.
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