How to create a drilldown

Variables

A drilldown can refer to a variety of operations, but it usually means moving from summary to detailed information. Create drilldowns in dashboards to look deeper into your data and get down into particular data points; you could look at blog performance for specific blog post or dive into the activity of a specific blog post.

In this example, we are creating a chart that shows the number of new contacts by the campaign that brought them in for each month. We will have a drilldown that selects for the contacts brought in by a particular campaign ID, and drills down into each day of that selected month. This is useful because if you see a spike of activity, you can drilldown into a daily view of that specific campaign and figure out what happened.

  1. First, establish what dashboard variables you will use to create the dashboard. We want to drilldown by time and campaign. Create a calendar variable to filter by time, and a dropdown variable to select the campaign ID.

    a. Calendar variable:

    Add Calendar Control

    b. Dropdown variable (Note: Click Run Query in order to view and edit the dropdown settings in the preview):

    Set up the dropdown variable by creating a chart

  2. Create a chart that shows the number of contacts by month and has four layers for each campaign ID. This will be the chart that we select a bar to drilldown into and display more detail.

    a. From the marketing tab, drag Id into the Measures field and Created Date into the Dimensions tab. Change this from Day of to Month of. Also drag Campaign Id into the Dimensions field underneath Created Date.

    b. Drag Campaign Id into the Filters field and type AW, FB, TV, and MW into separate Terms by clicking +Add. Click Ok.

    c. In the Pipeline, click the plus button and choose Pivot Data. Sort the columns Ascending and count with a SUM.

    Add a Pivot Data step in the Pipeline

  3. Create another chart that shows the number of contacts by day and is being filtered by the campaign ID and the date. This is the chart that will show the drilldown after selecting from the first chart. This chart will not display a preview yet we haven’t selected a value for the variables.

    a. From the Marketing tab, drag Id into the Measures field and Created Date into the Dimensions field.

    b. Add Campaign Id and Created Date into the Filters field. For Created Date, change it to between and including and use the dropdown menu to choose {CALENDAR_START} and {CALENDAR_END}.

    c. Note: Even though this chart is not currently displaying anything, remember to change the chart type to Bar.

    Create another chart to dislay the drilldown

  4. Hover over the layered bar chart you just created and click Edit Settings. Under the Drilldown tab, choose the dashboard you are currently working on and link the variables to the drilldown.

    Connect drilldown variable

  5. Now open the settings for the other chart that’s currently not displaying anything. Again, link the current dashboard to the Drilldown and connect the variables.

    Connect the other variables to the other chart

    Now you can change either of the two variables hovering above the charts or click on the layered chart to change the Drilldown chart.

    Final result


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