Create a Drill-up and Drill-down Chart

If you use a dimensionally-modeled data source, you can create a chart that allows you to drill down to lower-level data or drill up to higher-level data.

Drilling up and down allows you to view more general or more detailed information on your data within a predefined dimensional hierarchy.

This is an example of a dimensional hierarchy:

Years - Year - Quarter - Month

Before you begin

Before you begin, ensure that you are using a dimensionally-modeled data source.

Procedure

Open a chart that uses a dimensionally-modeled data source.
From the Data menu, click Drill Behavior.
On the Basic tab, under Report output drill capabilities, select the Allow drill-up and drill-down check box.
By default, the system determines which items can be drilled on based on the dimensional structure.

On the Basic tab, you can make drilling unavailable for any data item by selecting the item in either the Disable drill-up for box or the Disable drill-down for box.

On the Advanced tab, you can change the drill-up or drill-down behavior for any parameter by selecting the parameter and then choosing one of the desired behaviors.

Results

The chart generates links for any item that can be drilled down on.

You can drill down or drill up by right-clicking and choosing the action from the context menu. The menu items are unavailable if an item cannot be drilled up or down on.