Drill to Category

A drill to category allows users to click on an area in a chart and view additional information in another dashboard category. Available categories can be seen by clicking the 3 lines at the top-left of the dashboard.

Example

The following example shows three categories – Human Resources, Insurance and Retail.

Creating a Drill to Category level

This enables you to drill down on one chart and be taken to another dashboard category. Create your main chart by following the steps in Creating Charts.

Click the ‘Edit chart’ icon and in the ‘Edit chart’ screen, click the ‘Add’ icon beneath the chart details on the left-hand side.

On the ‘Chart’ screen, scroll down and click on ‘Drill to Category’ at the bottom of the list of charts.

Click the drop-down list, that is displayed in the chart preview section on the right-hand side of the screen and select the dashboard category that you want to drill to.

Click the ‘Save’ icon at the top of the screen.

Viewing Drill to Category levels

When a Drill to Category level has been created, a small downward facing arrow will be displayed at the top left of the chart cell on the dashboard. To view drill down information, click anywhere in the chart cell.

Remember you can use the browser ‘back’ button to return to the previous category after doing this.