Set Drill into Insight

On dashboards, you can add drill interactions to your insights which link the original insight to any other existing insight. By clicking the data in the insight, the target insight then opens.

Create a Drill into Insight

Steps:

  1. Edit your dashboard and click on the insight that you want to set up a drill path for.

    The options menu opens.

  2. Select Interactions.

    select insight to edit

  3. Click + Add interaction and select the metric you would like to drill in on.

    select a metric

  4. In the first dropdown menu, select Drill into insight.

    In the second dropdown menu, select the target insight you would like to drill in on.

    define the drill action

  5. Save & Publish your changes.

    Notice that if you hover over the insight now, you are able to click on a metric to drill in on it.

    observe the metrics are clickable now

    For example if you click on the 2021-07 data point for the West region as shown on the previous image, you open the Product Categories insight and in it you see the breakdown by category of sold items in the West region within the July period.

    when the metric is clicked

Filters in Insight Drilling

The target insight is filtered by the following filters:

  • Filters configured in the dashboard filter bar and active for the source insight.

    filters configured in the dashboard filter bar

  • Filters configured in Analytical Designer for the target insight.
  • Attribute value you click on in the source insight. When you click on a value in Fine dining, the target insight filters only to Fine dining.

    attribute value you click on in the source insight