Use Assisted Authoring to Configure Drill Down (Cloud Only)

You can use Assisted Authoring to generate complete recommended drill paths instead of manually creating your own as described in Configure Drill-down Content for View Types. Each card presents a preview only of the path’s first chart. Later levels are applied, but not previewed beforehand.

Prerequisites
  • You have Configure permission for visualization content.
  • The Drill Path Recommendations feature is enabled.
  • You can review and select content to add to the Content Library after publishing a data source.

To use Assisted Authoring to configure drill-down content:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Visualizations, and then select Content.
  3. In the Content log, select the hyperlinked name for the applicable Content.
  4. 3. From the More Actions (…) menu of the selected content item, select Configure Drill Down.
  5. On the Configure Drill Down page, select Assisted Authoring.

    The system evaluates the existing content and generates recommendations.

  6. Choose one of the following:
    • To use one of the recommendations, select the corresponding Apply Path button.
    • To see additional suggestions, select More Recommendations.

    After you select Apply Path, the system automatically configures all the steps required for the select drill path and returns to the Configure Drill Down page.

  7. Continue using Assisted Authoring to add additional paths.
  8. Use the steps outlined in Configure Drill-down Content for View Types to make additional modifications to the drill-down configuration before you save it.