View data with a chart and drill down


1. Overview

The following walkthrough shows you how to:

  • Choose data to display directly on a dashboard or other view as a table visualization.
  • Re-visualize the table as a bar chart.
  • Drill down and drill up on the chart.

These steps create a metric set on the dashboard for analyzing the data from your data source. You can work with multiple metric sets at once when editing a view like the dashboard in this example, or you can follow similar steps when editing a single metric set full screen.

The Adventure Works SQL database is used as an example.

2. Walkthrough

2.1. Create a new dashboard

From the main menu, create a new, blank dashboard.

Create a new blank dashboard
Create a new blank dashboard

2.2. Add a measure

In the Explore window, locate your data connector and expand it.

Find the database table [Sales].[SalesOrderDetail] and expand it as well.

Drag the OrderQty column to the canvas. By default, the column is displayed as a measure within a new table visualization. Only a single, aggregated number (the sum or total) appears in the table because no hierarchies have been added yet.

Drag measure to canvas
Drag measure to canvas

The Data Analysis Panel appears to left of the visualization with the new metric set it's based on, which you can use to determine how data is displayed.

When editing a view like this dashboard, you can drag and drop data from any data source to create new metric sets and visualizations, or drag existing metric sets created ahead of time, and display them all together.

2.3. Add a hierarchy

Under the [Sales].[SalesOrderDetail] table, locate the ModifiedDate column and expand it. You'll see a Time Dimension item, which contains date and time hierarchies you can use to group and explore through the individual dates.

Drag the Year > Month > Day hierarchy onto the area labeled Row Header over the table visualization.

Drag Year to Row Header
Drag Year to Row Header

You can also drag the original date column directly. Or if other time dimension levels such as Hour or Minute are not listed that you want to use, create or edit a time dimension to enable them.

The hierarchy is added under Rows in the Data Analysis Panel, and the table visualization is reconfigured to display a row for each year.

Table showing rows for each year
Table showing rows for each year

We've added the years as a column of row headers along the left, and the OrderQty values are now broken down by year.

2.4. Re-visualize as a chart

Select the table visualization on your dashboard.

From the toolbar click Re-Visualize and select Bar Chart.

Re-visualize table as bar chart
Re-visualize table as bar chart

The table is re-visualized as a bar chart.

2.5. Drill down and drill up

In order to interact directly with the data and drill down, click View in the toolbar to switch from the current Edit mode. In View mode, the rulers are hidden and the options available in the right-click menu for a visualization are different.

Switch to View mode
Switch to View mode

While in View mode, right-click (or long-tap) over one of the bars of the chart. From the context menu that appears, select Drill Down.

Perform drill down
Perform drill down

You can also set up drill down or other interactions to happen with a single left-click (or tap).

The chart now displays date members that are one hierarchy level down and which correspond to the bar that you just drilled down. You can continue drilling down further, or drill back up using the same context menu.

Perform drill up
Perform drill up

This is one of several options for exploring data that anyone can access from the context menu when viewing a dashboard or other view, without necessarily needing to edit a metric set directly. For more details, see Metric set analysis tools.

To go back to Edit mode, go to the toolbar and click Edit.

Now you can also Check In your dashboard for others to see it, or you can share a link to it. Everyone who views this dashboard can access the same drill down options and other View mode interactivity (unless these are restricted by application privileges or in properties).

3. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours:
Phone: 9am-6pm, ET, Mon-Fri
Email: 7am-6pm, ET, Mon-Fri