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Overview
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Yellowfin has drill down functionality available for its reports and charts. This provides you with the option to drill down logical hierarchies within your data, viewing data from different angles and levels.
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For example if your report contained region and you clicked on Europe the refreshed report will display all countries within Europe.
Initial Setup
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When your administrator sets up your view they can define dimension hierarchies. These hierarchies are built to enable you to explore your data in a way that is appropriate for your business.
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See Drill Down Hierarchies for more information.
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Drilling is only enabled for dimension and date fields. |
Using Drill Down
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<iframe width="700" height="394" src="https://www.youtube.com/embed/zGVkQgLQ0uM?color=white" frameborder="0" allowfullscreen></iframe> |
Analysis Style
There are four Analysis Styles; Drill Down, Drill Anywhere, Drill Through, and Co-Display. The Drill styles cannot be used simultaneously used on a report as the user action looks similar and this could lead to confusion for a user that has not created the report.
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Drill on Multiple Hierarchies
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You can add in data from multiple hierarchies to assist your report readers to drill down and across various hierarchies such as product and organisation hierarchies.
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In the example below you can drill down on either the Year or Booking Method.
Drilling Up
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When you run a report with drill down each time you drill into a level of detail the report is refreshed with new data. To drill up to the level you were previously at, for example from Media back to Media Category, use the breadcrumb located at the top of the table or chart.
Reset Report
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If you have multiple drill down options or you have drilled down multiple levels of a hierarchy you can easily reset your report. This will display the data as it was before you began your drill down analysis.
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To reset a report you can either click the Reset Report link located under the main navigation bar, or the Start link on the drill breadcrumb.
Drilling on Charts
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Just as with tables you can also drill down on charts.
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Printing & Exporting Drill Results
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You can print or export data from your report as a PDF or CSV file whilst drilling down to maintain a copy of the results of your analysis. Whenever you print or export your report the data as displayed on the screen will be printed or exported.
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