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16. Drill Up and Drill Down: Cards

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Revision cards

Prepare the hierarchies. Drilling only works when the levels are in the right order.
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Lesson: 16.1 Prepare the Hierarchies

The drill buttons. Users need to move from the big picture to detail and back.
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Lesson: 16.2 The Drill Buttons

Drill down vs expand. The buttons look alike but give different results.
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Lesson: 16.3 Drill Down vs Expand – the Difference

Matrix expand, collapse and icons. A matrix with many levels is too long if every row is open.
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Lesson: 16.4 Matrix: Expand, Collapse and +/- Icons

Include and exclude. Sometimes one data point should be hidden or shown alone in one visual.
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Lesson: 16.5 Include and Exclude

Tips for drill-friendly reports. Users miss drill features if they do not know about them.
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Lesson: 16.6 Tips for Drill-friendly Reports

Interview cards

What is the difference between drill down and expand? Drill down goes into one selected item and shows only its children. Expand all down one level shows the next level for all items and keeps the parent level label.
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Lesson: 16.3 Drill Down vs Expand – the Difference

Comparison cards

Go to next level vs Expand all down one level. Both show all items at the next level of a hierarchy.
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Lesson: 16.3 Drill Down vs Expand – the Difference