Drill

Overview

To facilitate multi-dimensional data analysis on hierarchical data, Guandata BI provides the Drill interaction feature. Users can click a Card on the page to progressively drill down from summary data to more detailed levels, enabling more comprehensive and in-depth data insights.

For example, when reviewing the company sales overview, you can change the analysis granularity via Drill. Along the geographic dimension, you can drill down from province level to city level to view the data.

This article explains how to configure Drill. Guandata currently offers two modes: "Fixed Drill" and "Free Drill".

Note

Since version 7.2 distinguishes between online and draft Dashboard states, Drill must be configured in the Dashboard editing page.

Fixed Drill

Scenario

Fixed Drill is based on a preset drill path, providing users with a stable and consistent data exploration experience.

The analysis path in fixed Drill is relatively fixed and does not need frequent changes. It is suitable for routine internal reporting, designated data mining scenarios, etc. In these scenarios, data analysis requirements are relatively stable, and users have certain expectations for the data access path.

When setting up Drill, you can also use a different Dataset from the original one to maintain the Drill Cards. Fixed Drill supports triggering Drill analysis from any dimension and any level.

Supported Charts

Fixed Drill supports the following chart types:

• Column charts: all;
• Bar charts: all;
• Line and area charts (no change): all;
• Pie and funnel charts: grouped pie chart, treemap;
• Maps: China administrative map, bubble administrative map, symbol administrative map, world map;
• Metrics and progress: metric card, comparison metric card, progress bar, circular progress bar, multi-ring progress chart, fluid progress chart, filled gauge;
• Bubble and scatter charts: bubble chart, scatter chart;
• Tables (no change): table, carousel list, grouped table;
• Other types: word cloud, calendar view, dumbbell chart, radar chart, Etone indoor map, Hummingbird indoor map, flat map.

Configuration Steps

1. Enter the Dashboard editing page.

2. Create a Drill.

   On the Dashboard editing page, click the "Drill" button in the Card action bar to enter the drill path configuration interface.

   

3. Configure Drill.

   Select "Fixed Path" as the Drill mode, set the display position of the drill path to bottom or top of the chart as needed, then click "New Drill" to enter the visual editing interface and configure the Cards to be drilled.

1. Edit multi-level Drillrag the fields required for the drill analysis path to the "Dimension" area. For example, if you want to drill down from "Sub-Category Sales" to "Product Sales", drag the "Product Name" field to the dimension area.

   To facilitate subsequent maintenance and understanding, it is recommended to rename the Drill Cards, for example, renaming the Card containing "Product" to "Product Sales". After completing the Card configuration, click "Save and Exit".

   

   If multi-level Drill is needed, you can continue adding more drill levels. The configuration method for each level is the same as above.

   All configured drill paths will be displayed in the path view below. You can drag to change their order (i.e., the sequence of the drill path) to meet specific data analysis needs.

   Operation: Hold the button on the left side of the view and drag it to the desired position to change the path order.

   

Note

• Supports setting custom styles for mobile sub-Cards separately.
• When the mobile chart type is a table, the column width of the sub-Card after Drill can be adjusted separately.

Free Drill

Scenario

Free Drill is an OLAP analysis interaction that allows users to slice and dice data by different dimensions, enabling observation of data from different angles to discover potential patterns or trends. For example, you can slice and dice by time, product, region, and other dimensions to get different data perspectives. Based on the Card analysis scenario, you can pre-configure freely drillable fields for users, who can then freely select the Drill dimension when using it. This is suitable for scenarios where the data analysis path is not fixed, needs frequent changes, or where users have flexible data exploration and analysis needs.

Example: Data analysts prepare dashboards for business departments or leadership, and need to pre-configure analysis content of interest for different roles. Business users or leaders can click to trigger a menu of drillable fields, and select dimensions of interest to drill down and locate the cause of anomalies.

Supported Charts

Free Drill supports: table, grouped table, carousel list.

Configuration Steps

Note

1. If the Card has dynamic dimensions/dynamic measures, free Drill cannot be used.
2. If free Drill is enabled, Knowledge Feedback/Analysis Result Storage cannot be used (if Knowledge Feedback/Analysis Result Storage already exists, enabling free Drill will set its status to disabled).
3. If free Drill is enabled, dynamic dimensions/dynamic measures cannot be used.
4. If switching from fixed Drill to free Drill, the historical fixed path configuration becomes invalid, but the content is still saved and will remain when switching back; conversely, switching from free Drill to fixed path will invalidate and clear the free Drill configuration.
5. Linkage/Jump: If the Drill field triggers Linkage/Jump when displayed, and the field value also needs to be passed, then the Linkage/Jump relationship for that field must be configured when editing the Card's Linkage/Jump relationship; when initiating Linkage/Jump, use the currently displayed dimension for linkage and jump.
6. Export: All exports (Excel, CSV, table data, image, PDF) will export data based on the currently displayed dimensions and measures by default.
7. Generate Card Dataset, Subscription/Alert: Generate corresponding data based on the currently displayed dimensions and measures.

1. Enter the "Dashboard Edit > Card Edit" page.

2. Enable free Drill.

   On the Card editing page, click "Advanced Configuration > Free Drill" on the right, enable the free Drill toggle, and configure the drill path.

   

3. Configure Drill.

   After enabling free Drill, you can drag the fields that need to be freely selected for Drill into the "Drillable Fields" area in the dimension/comparison area. The fields here will not be displayed by default and will only be selectable when triggering Drill.

   (1) The functions supported by dragged fields are consistent with the original fields in the dimension/comparison area.

   (2) The number of fields that can be added is limited to the Card's supported dimension + comparison field limit.

   

Effect Demo

After configuration is complete, click the table to display the list of selectable fields, select Drill to expand the list of drillable fields, and users can select fields of interest to drill down into more granular data for analysis.

1. If the clicked content is in the measure area, the selected Drill field will be added after the last dimension/comparison field.
2. If the clicked content is a dimension field or comparison field, the current dimension or comparison field will be replaced with the selected field.

After Drill, you can still return via the drill path.