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).

The drill-down menu can be configured for the following view types:

• Bar charts
• Bubble charts
• Funnel charts
• Pie charts
• Scatter charts
• Pyramid charts

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.

To configure drill-down content for the above 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 Company Workspace tab, select Visualizations, and then select Content log
   • 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 the More Actions (…) menu of the selected content item, and then 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. Use this option to quickly create by copying existing drill-down configurations.
      3. From the View Type list, select any of the following:
         • Bar chart
         • Bubble chart
         • Funnel chart
         • Pie chart
         • Scatter 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.
      4. In the Name field, enter a name for the selected chart.
      5. 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.
      6. 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 the More Actions (…) menu, select Preview Drilldown.
      • To return to the visualization, select Back to Main Content.