Configure Drill-down Content for View Types

To provide your users with a rich interactive content experience, you can configure drill-down options that enable your users to explore related data from within the current context of a view type (chart).

Prerequisites

You have the required permissions to create and manage the Visualizations Content log from the Company Workspace tab or modify content in the Visualizations Setup node of a project/shell.

Procedure

To configure drill-down content for various view types:

1. Sign in with company administration or project/shell administration credentials, and switch to Admin mode.
2. In the left Navigator, select any of the following nodes:
   • Select the Company Workspace tab, select Visualizations, and then select Content.
   • Select a targeted project/shell tab, select Setup, and then select Visualizations.
3. In the Content log (right pane), create or edit a visualization.
   • If you chose to create a visualization, enter the required information on the Create page.
   • If you chose to edit a visualization, select a content item in the visualization layout, such as a Bar Chart or a Pie chart.
4. From More Actions …, select Configure Drill Down.
5. On the Configure Drill Down page:
   1. Select + Add Level to create a drill-down level.
      You can create a maximum of six nested-levels of drill-down content.
   2. For each level, enter the following information:

      1. To create from an existing drill-down configuration, from the Copy from Existing Content list, select published content from the same data source.

      2. From the View Type list, select any of the following:
         • Area chart
         • Bar chart
         • Bubble chart
         • Combo chart
         • Funnel chart
         • Line chart
         • Pie chart
         • Scatter chart
         • Timeline chart
         • Pyramid chart

         Note:

         If you select Table or Pivot grid, you cannot add any more levels. Therefore, ensure it is the final level in the drill-down configuration. Also, conditional formatting in Pivot Grid and Table view is not supported for drill-down content.
      3. In the Name field, enter a name for the selected chart.
      4. Complete the remaining information as outlined in the Create or Update Content for Data Visualizations or Create or Edit Visualization Content Items in Projects/Shells for each of the above charts.
      5. Select Create.
   3. For additional drill-down levels, repeat the above sequence as needed.
   4. To finalize the drill-down levels, perform any of the following actions:
      • To reorder the drill-down sequence, select Drag .
      • To delete a drill-down level, select Remove .
      • To remove all drill-down levels, select the checkbox displaying the total number of items.
      • To preview the drill-down configuration before publishing, from More Actions …, select Preview Drill Down.
      • To return to the visualization, select Back to Main Content.