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Drilling down into details

If you want to drill down into specific data in a visualization, you can create a details visualization of a suitable type and configure it to your needs. In the main visualization, you mark the data that you want detailed information about, and in the created details visualization, solely the currently marked data will be shown.

About this task

Note: Details visualizations can be used to drill down into your data in multiple steps. The marking you perform in one visualization determines what you will see in the next visualization, and so on.
The map chart below is used to illustrate. The markers represent the total sum of sales at two different stores after the first six months of 2017. However, the data table, which the map chart is based on, contains more information, so it is possible to drill down into details. Assume, for example, you are interested in showing the monthly sales at the Boston store.
Details visualization image 1
This can be done by creating a details visualization. The line chart below is such a visualization, but any visualization type can be created. By marking the Boston marker in the map chart (the main visualization in this example), the monthly sums for the Boston store are shown in the line chart. If you click on another marker in the map chart, like New York, you will instead see the details for New York in the details visualization.
Details visualization image 2
Note: The Data limiting setting in the legend shows that the data in the created details visualization is limited by a marking. The line chart above will only show data that is marked in the map chart using this particular marking. Furthermore, a new marking becomes available in the details visualization. This marking will be used to limit the data, if you drill down deeper into the data, using another details visualization. You can read more about data limitations under Adding data limitations for a visualization.
Tip: It is also possible to view marked data within the main visualization itself. See Zooming into visualization details.

Before you begin

The main visualization, that is, the visualization whose details you want to drill down into, has been created.

Procedure

  1. Mark the items, which you want to base the details visualization on.
  2. Right-click the visualization, select Create details visualization and the visualization type to use as details visualization.
    If there is more than one data table in the analysis, and at least two of the data tables have a relation defined, you can choose to use either the same data table as the one used in the main visualization, or a related data table, for the details visualization. You can also click Manage relations to go to the Relations overview in the data canvas.

  3. A new visualization of the selected type is presented, based on the marked data only. Adjust the new details visualization according to your needs.
    Tip: You can specify what the details visualization should show when no data is marked from the visualization properties.
If you want to drill down deeper and deeper into your data, you can create consecutive details visualizations.
  1. Repeat steps 1-3 with the details visualization as starting point.