Hierarchies, Drill Through, Filtering

Question 1

What is the first step in creating a hierarchy?

Answer 1

Decide the fields that will be in the hierarchy and the order they should be in

Question 2

Which field do you create the hierarchy on?

Answer 2

The field you want to be at the highest level in the hierarchy

Question 3

In what order do you add fields to the hierarchy?

Answer 3

From highest level to lowest level

Example
Product Category
Product Subcategory
Product Color
Product Name

Question 4

What is the difference between Drill-Down and Drillthrough?

Answer 4

• Drill-down allows the user to drill down on the same visual from highest detail to lowest detail.
• Drillthrough users can navigate from a visualization to a separate detailed report page focused on the selected data point.

Question 5

How do you create a drill-through visual?

Answer 5

1. Create the visual you want to drill-through to on a separate tab
2. An example would be a table with more detailed information
3. On that page or visual, place a field that both the original visual and the drill-through visual have in common and place it in the Drill Through well.
4. You can now drill-through from any chart that has the common field and a back button, that is automatically created when you place the drill-through field in the well, allows you an easy way to get back to the original visual

Question 6

What does cross-filter do?

Answer 6

• Selects an item or data point on one visual, which in turn filters out unrelated data in another visual.
• It creates a relationship between two separate visuals, such that a selection in one visual affects the data shown in another.

Question 7

What does cross-highlight do?

Answer 7

When you select a data point in one visual, it highlights the related data in other visuals.

Question 8

How can you cross-highlight more than one category?

Answer 8

Instead of clicking on, say one bar, click on one bar, then hit ctrl while you click on another bar. This will allow you to select multiple bars. You could do this with pie slices, line charts, etc.

Question 9

What happens to tables? Do they cross-filter or crosshighlight?

Answer 9

Tables cross-filter. Other visuals crosshighlight by default

Question 10

What can you do if you want all your visuals to cross-filter? Instead of tables cross-filtering and other visuals crosshighlighting?

Answer 10

Change the setting in File->Options and Settings->Options-Current File->Report Settings to “Change default visual interaction from cross highlighting to cross filtering”