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Power BI - Turn on the drill down feature Tutorial

In this video, you will learn about the drill down feature in Microsoft 365. The video covers how to turn on the drill down feature and demonstrates its usage in the Microsoft 365 eLearning context.
This feature allows for a more detailed analysis of data and enhances the user experience.
By enabling the drill down feature, you can easily navigate through data and gain valuable insights.
This tutorial will help you optimize your use of Microsoft 365 and improve your data analysis skills.

2:23
3922 views

Available in Microsoft365

Objectifs :

This tutorial aims to teach users how to activate and utilize the drilldown feature in data visualization tools, specifically focusing on visual representations of percentage sales by category. Users will learn how to organize data hierarchically and navigate through different levels of detail effectively.

Chapitres :

Introduction to Drilldown Feature
In this tutorial, we will explore how to enable the drilldown feature in data visualization tools. This feature allows users to delve deeper into data, providing a more detailed view of information, such as percentage sales categorized by product.
Setting Up the Visual
To begin, we will create a simple visual that represents percentage sales by category. By default, any visuals located in the top right corner will display filters and slicers. We will add field names from the fields pane to our visual. Under the product category, drag and drop the product name to categorize the data.
Adding Hierarchical Fields
Next, we will access the continent tables and select the country field. By dragging and dropping the country field under the product name, we establish a hierarchy consisting of category, product name, and country. The order of these fields determines the drilldown levels.
Understanding Drilldown Icons
After adding the necessary field names, the top right corner of the visual will display four icons: - The first icon allows you to go up one level in the hierarchy. - The second icon activates the drilldown feature. - The third icon navigates to the next level in the hierarchy. - The fourth icon expands all data down one level in the hierarchy.
Activating the Drilldown Feature
To activate the drilldown feature, click on the corresponding icon. Initially, you will see the categories. Clicking again will reveal the product names, and a further click will display the names of the countries. Note that when the drilldown is active, the option to go back is grayed out, allowing only upward navigation.
Interacting with the Visual
As you hover over any item in the visual, it will display the category and product name. Clicking on an item again will show the complete hierarchy: category, product name, and country. To return to the top level, simply click the upward navigation icon.
Disabling the Drilldown Feature
To disable the drilldown feature, click the activation button once more. This action will revert the visual back to its original state, allowing you to view the data without the hierarchical breakdown.
Conclusion
In summary, this tutorial has demonstrated how to turn on and off the drilldown feature in data visualization tools. By understanding how to navigate through different levels of data, users can gain deeper insights into their sales data categorized by product.

FAQ :

What is the drilldown feature?

The drilldown feature allows users to click on a data point in a visual to view more detailed information about that data point, such as breaking down sales by product within a category.

How do I activate the drilldown feature?

To activate the drilldown feature, click on the designated button in the top right corner of the visual. This will enable you to navigate through the data hierarchy.

Can I go back after drilling down?

Yes, you can go back one level in the hierarchy by clicking the 'up' button in the top right corner of the visual.

What happens when I hover over an item in the visual?

When you hover over an item, it will display the relevant details, such as the category, product name, and country, depending on the level of detail available.

How do I turn off the drilldown feature?

To turn off the drilldown feature, simply click the drilldown button again, and it will disable the functionality.

Quelques cas d'usages :

Sales Analysis

A sales manager can use the drilldown feature to analyze sales data by category, product, and country. This allows for targeted strategies to improve sales performance in specific areas.

Market Research

A market researcher can utilize the drilldown feature to explore consumer preferences by drilling down from broad categories to specific products, helping to identify trends and opportunities.

Inventory Management

An inventory manager can apply the drilldown feature to monitor stock levels by category and product, enabling better decision-making regarding restocking and inventory turnover.

Financial Reporting

A financial analyst can leverage the drilldown feature to dissect revenue reports, allowing them to view performance by product line and geographical region, which aids in financial forecasting.

Glossaire :

Drilldown Feature

A functionality in data visualization tools that allows users to navigate through data hierarchies by clicking on elements to view more detailed information. For example, clicking on a category to see the products within that category.

Visual

A graphical representation of data, such as charts or graphs, used to convey information clearly and efficiently.

Filter

A tool that allows users to narrow down data displayed in a visual by specifying certain criteria, such as date ranges or categories.

Slicers

Visual filters that allow users to segment data in a report or dashboard by selecting specific values or ranges.

Hierarchy

A structured arrangement of data that allows for levels of detail, such as categories, subcategories, and individual items.

Pictograms

Visual symbols or icons used in data visualization to represent actions or features, such as drill down or expand.

00:00:03

how to turn on the drilldown feature.

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We're going to use a simple example

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of a visual that represents the

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percentage sales by category. By default

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Any visuals on the top right

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will show the filter and slicers.

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I will proceed to add field names from the

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fields pane an under the product category.

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I'm just going to drag and drop the

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product name under category here.

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Now I will go to the continents

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table and select the country field,

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do a drag and drop on their product name.

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So we have category, product name, country.

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The order in which those field names appear.

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Will be the drill down levels.

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After adding additional field names,

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the top right corner shows

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four additional pictograms.

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The first one is to go up one level,

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the second one to turn on the

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drill down feature, the third one

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to go to the next level in the

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hierarchy and this one is to expand

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all down one level in the hierarchy.

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So will activate the drilldown

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feature by clicking on it.

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And by clicking here,

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I first see the categories.

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The second level is to show the product

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names and then if I click again on it,

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I see the name of the countries.

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So you see, now is grayed out, so I can

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only go back one Direction is one level up.

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Again, we see the product name

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then the category.

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Now let's see what this one does.

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I click on it.

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I just hover over any item,

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let's see it shows the

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category and the product name.

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I click on it again.

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Now if I go hover over anyone,

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it will say "category", "product name", "country".

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So to go up a level.

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Again.

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All the way to the top and to basically

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disable the drilldown feature,

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you just click on this button again.

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Now you know how to turn on or

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turn off the drilldown feature.

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