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A drill down level allows you to specify what a user sees when they click a certain area of a chart. For example, if they click a region in a bar chart, this could drill down into another chart or table that shows the number of stores in that region, or the number of sales. When a chart or a table has a drill path defined, you can click on the chart block, or double-click on the table row, to drill down into the underlying detail. Chart drill down view The second icon, with one upward arrow, drills back up one level of the chart. Drill up one level

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Creating drill down levels

To create drill levels, click the Edit chart icon in the Chart tools menu on your chart. Click the Add icon, beneath the current chart information on the left-hand side of the screen. Add drill level icon You can now select the chart type and add the data that you want to display for this drill level. See Adding Data to a Chart for full details on how to do this. To create additional drill levels, repeat the steps listed above. When all drill levels have been created, click the Save icon at the top of the Edit chart screen to return to the dashboard. Edit chart drill levels panel Example The main chart in this example shows the average number of years in each department. When a user clicks a job role, another chart is displayed that shows the employee names and the number of years each of them has been in that department. Drilling down on an employee name shows HR information for that person, such as holiday and sick leave details. Drill down example chart

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Viewing drill down levels

When drill down levels have been set up on a chart, a small downward-facing arrow is visible in the top-left corner of the chart cell. This indicates to a user that they can click one of the segments in the chart itself, for example one of the bars in a bar chart, to view further information relating to that segment only. The downward-facing arrow remains visible in the top-left corner of the chart cell until a user has drilled down to the last level. Downward arrow on chart cell Each drill down level will also display the filter icon to show that the chart has been filtered. Filter icon on drilled chart
If a user has sorted a table before drilling down from it, the sort order is retained when they drill back up to the previous level.
If a user has scrolled in a table before drilling down to a lower level, the scroll position is retained when they drill back to the previous level.

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Returning to the top level

When a user has drilled down into underlying data on a chart, the two chevron icons at the top-right of the chart cell can be used to go back up through the levels. Once you have drilled down, you will see the following icons: Drill navigation chevron icons
IconDescription
Double chevron iconClick the double chevron icon to return to the highest level (main chart).
Single chevron iconClick the single chevron icon to go back one level at a time.

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Removing drill down levels

To remove a drill down level, click the Edit chart icon. In the Edit chart screen, click the remove icon next to the drill level that you want to remove. Remove drill level icon