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16. Drill Up and Drill Down

The manager asks, "What are the sales in Maharashtra? And in Pune? And in the Kothrud store?" – that is drill down. In this module we look at the drill buttons, drill vs expand, +/- in a matrix, and include/exclude, in simple words.

What you will learn in this module

  • Preparing hierarchies for drilling (Date, Location, Product)
  • The four drill buttons: Drill up, Drill down (drill mode), Go to the next level, Expand all down one level
  • The difference between drilling down and expanding
  • Expand/collapse in a matrix, and Include/Exclude
  • Tips for drill-friendly reports

Live story: Year, then Quarter, then Month in one chart

Suppose the Swiggy Maharashtra finance lead looks at a yearly bar and asks, "Which quarter dropped?" Then, "Which month in that quarter?" We do not build three charts. We drill down in one. This chapter covers drill down, drill up and expand to next level.

All numbers in this story are fictional practice data.

Concepts in this chapter

  1. 16.1Prepare the Hierarchies
  2. 16.2The Drill Buttons
  3. 16.3Drill Down vs Expand – the Difference
  4. 16.4Matrix: Expand, Collapse and +/- Icons
  5. 16.5Include and Exclude
  6. 16.6Tips for Drill-friendly Reports

The chapter recap is at the end of the last concept page.

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