Quick BI:Drill Down

Scenarios

When viewing company sales data, you can use the drilling feature to change the granularity of analysis. For example, for the geographic dimension, you can drill down from the area level to the province level to view data.

Limits

The following charts support the drilling feature:

• Tables: cross tables, detailed tables, multi-dimensional analysis tables, and heat maps.

• Line/area charts: line charts, area charts, stacked charts, percentage stacked charts, and combination charts.

• Column/bar charts: column charts, stacked column charts, percentage column charts, circular column charts, ranking boards, bar charts, stacked bar charts, percentage bar charts, waterfall charts, bullet charts, and box plots.

• Pie/ring charts: pie charts, rose charts, radar charts, and treemap charts.

• Bubble/scatter charts: bubble charts and scatter charts.

• Geographic charts: colored maps, bubble maps, and symbol maps.

• Others: word clouds.

Step 1: Edit a Dataset

1. On the dataset editing page, in the field outline or data preview interface, move the pointer over the target field, click the icon, and select Switch Field Type->Geographic->Area.

   Take the area field as an example.

2. (Optional)

   Create a hierarchy.

   If you want to use a hierarchical structure for the dataset, you can perform the following steps to create a hierarchy:

   1. Find the target geographic information field in the dimension list and follow the instructions in the following figure to Create Hierarchy.

      

   2. On the Create/Edit Hierarchy page, customize the hierarchy name, add hierarchy fields, and then click OK.

      You can also click the icon to the right of the target field and select Move To Area_hierarchy to move other geographic dimension fields to this hierarchy one by one.

3. The system automatically displays the data in a table.

4. After you finish editing the dataset, click Save.

Step 2: Create a Dashboard

You need to create two dashboards. In this example, first create a dashboard named Company Overview Data.

1. Log on to the Quick BI console.

2. Go to the Dashboard page.

3. Follow the instructions in the following figure to select Sales Data as the dataset for the dashboard and name the dashboard Company Overview Data.

   

4. Add a pie chart to the dashboard and name it Area Order Quantity Proportion Analysis.

Step 3: Configure and View Drill-down

Configuration Steps

You must manually configure the drilling feature. The following section describes how to configure the drilling feature. In this example, a pie chart is used.

1. On the Fields tab of the pie chart, click the icon to the right of the target dimension Area.

   

   If the filter interaction feature is enabled for the pie chart, when you configure the drilling feature, a dialog box appears for you to select how the filter interaction and drilling features take effect when you click the chart. For more information, see Method 2: Configure from the filter interaction entry.

2. Configure the drilling hierarchy.

   In this example, data is drilled down based on the following hierarchy: area > province > city.

   You can perform the following operations:

   • Add a drilling dimension: Drag the required drilling dimension to the Drilling/Dimensions section and adjust the order.

   • Modify the drilling order: Select the target field in the Drilling/Dimensions section and drag it to adjust the order.

   • Delete a drilling dimension: Select the target field in the Drilling/Dimensions section and click the icon.

   Note

   You can enable drilling for up to three dimensions in a cross table. You can enable drilling for only one dimension for other types of charts. You can set up to six levels in a hierarchy for drilling.

3. Click Update.

   When Status Icon is set to Always Display, the icon appears to the right of the chart title, as shown in the following figure. For information about how to configure the status icon, see Configure the title.

   

Display Effect

• PC

  You can click the South China area to drill down to the proportion of data by province in this area. Then, you can click the Guangdong province to further drill down to the proportion of data by city in this province.

  When you need to roll up from city data proportion back to province level, you can click the province tag at the bottom left of the graph. You can also click directly on an area to roll up.

• Mobile

  • You can click the South China area and then click the Drill Down button below the chart to drill down to the proportion of data by province in this area. Then, you can click the Guangdong province and click the Drill Down button below the chart to further drill down to the proportion of data by city in this province.

    When you need to roll up from city data proportion to province, you can click the province tag at the bottom of the graph. You can also click the area directly and then click the roll up button at the bottom of the graph to roll up.

  • You can press and hold on mobile devices to perform drill-down operations.

    Select Press and hold on mobile devices to perform drill-down operations in Page Settings->Advanced->Interaction Control.

    

    You can now press and hold to drill down on mobile devices.

    You can press and hold the chart area or data label text area to drill down.

    

    Note

    Only pie charts, ring charts, rose charts, and treemap charts support pressing and holding the chart area to drill down.

    Only pie charts, ring charts, and rose charts support pressing and holding the data label text area to drill down.

Configure the Display of Drilling Hierarchy Rows

Entry

You can click Drilling in the Data Interaction section on the (①) Analysis tab of the Area Order Quantity Proportion Analysis pie chart to expand the (②) configuration items Configuration item, as shown in the following figure.

Configuration Items

Configure Auxiliary Fields for Drilling Down

Auxiliary fields are dynamically added after drilling fields as you drill down to explain or supplement information for primary fields.

Scenarios

When you configure drilling hierarchies for organizational structure data, such as Headquarters (level-1 organization) -> Region (level-2 organization) -> District (level-3 organization), you can see the person in charge of the Headquarters before drilling down. After you click Headquarters to drill down, you can see the person in charge of the Region. You can configure auxiliary fields for drilling dimensions to implement dynamic switching.

Procedure

1. As shown in the following figure, the drill-down feature is configured in the cross table. The drill-down order is Level-1 organization > Level-2 organization > Level-3 organization. For the configuration procedure, see Step 3: Configure and View Drill-down.

   

2. Move the pointer over the dimension for which you want to configure auxiliary fields, click the drop-down arrow, and select Auxiliary Field Auxiliary fields from the menu to display the configuration dialog box.

   

3. In the configuration dialog box, you can select auxiliary fields for the Level-1 Organization field. Add the Level-1 Person in Charge field, select Center for Alignment, and set Display Name to Level-1 Person in Charge.

   

4. After you configure auxiliary fields for the Level-1 Organization field, you need to configure the Level-2 Organization field. Add the Level-2 Person in Charge field, select Left for Alignment, and set Display Name to Level-2 Person in Charge.

   

5. After you configure auxiliary fields for the Level-2 Organization field, you need to configure the Level-3 Organization field. Add the Level-3 Person in Charge field, select Left for Alignment, and set Display Name to Level-3 Person in Charge.

   

6. Click Confirm to complete the configuration. The result is shown in the following figure. You can view the person in charge and other data of the first-level organization Headquarters. When you click Headquarters, you can see the person in charge and other data of East China and South China regions. When you click South China region, you can view the person in charge and other data of Guangzhou-Foshan, Shenzhen, and Fujian partitions.

   

Related Operations

This topic describes how to configure drill-down for a single chart. To automatically update associated charts to the same analysis level when you drill down, you can configure synchronous drill-down. This feature works when the associated charts use the same drill-down dimension. For more information, see Configure synchronous drill-down.