How to enable hierarchical drill down and drill up in widgets in Bold BI

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Bold BI supports analyzing hierarchical data. Users can view hierarchical data in the widgets by doing a drill down or drill up on the specific value.

Enable hierarchical drill down or drill up in widgets in Bold BI

Please follow the steps to enable hierarchical drill down or drill up in the chart widget below:

Drag and drop the column hierarchies in the columns section.
Dashboard Designer Page
Select Yes to enable multi-level drill down on the pop-up window.
Multi-level drill down pop-up
Click the value you want to drill down in the chart:

Dashboard Designer Page
The chart will render the hierarchical data as shown below:

Dashboard Designer Page
To return to the previous view, click the highlighted text that indicates "drill up":

NOTE: Drill down feature is applicable to the below mentioned widgets:

Bar chart
Column Chart
Stacked Column Chart
Stacked Bar Chart
100% Stacked Bar Chart
100% Stacked Column chart
Treemap
Pivot Grid
Map
Bing map
Heat Map

We can also create custom and auto hierarchy columns in Bold BI and use them to view a group of data fields that are bound to widgets. To achieve this, refer to this link.

Related links

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Written by Enos Otieno Juma

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How to enable hierarchical drill down and drill up in widgets in Bold BI

Enable hierarchical drill down or drill up in widgets in Bold BI

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