Drill Down and Drill Up

You can drill down and drill up to change the focus of your analysis by moving between levels of information.

Drill down to see more detail. For example, you can drill down to the lowest-level item to examine the impact of a single aspect of your business.

Drill up to compare results. For example, you can examine revenue for a single product and then drill up to see revenue for the entire product line for comparison.

Note: When you drill back up after drilling down, you may lose filters that are applied. For example, you may create a filter to include the data for sales regions of the USA and Canada. You drill down on Florida. When you drill up again, the analysis no longer includes Canada in its scope.

Procedure

  1. To drill down or up in a single row or column, pause the pointer over the label text until the icon with the plus sign and caret drill down drill up icon appears and the text is underlined, and then click.
    Tip: The direction of the caret indicates whether you are drilling up or drilling down.
  2. To drill down or up in both a row and column simultaneously, click the value at the intersection of the row and the column, and then click again.
Parent topic: Focusing Your Analysis