Different types of Drill Downs in Omni

“Drill downs” are a great way to dynamically interact with your data. What are the different types of drill downs you can set up?

Row Level Drilling

These are drill fields that you configure on measures. It allows you to easily go from an aggregated number into the row-level details. For example, your SaaS sales dashboard might have a “Count of Opportunities” measure and you want to drill in to see the individual opportunity details. Or your ecommerce store might have an Orders Overview dashboard with a “Sum of Returned Revenue” visualisation, and you want to dig into the details behind the returned orders. Row-level drilling is perfect for this, and you can check out how to set it up here. (note that default_drill_fields applies to this type of drilling)

Dimensional Drilling

This is when you have hierarchical dimensions, and you want to drill from a high level of the hierarchy into a lower level, while still looking at aggregated data (ie. not row-level data like in the example above). A common example having a visualisation of Revenue per Country and you want to be able to drill from there into Revenue per City.

To set this up , you configure the hierarchy on each dimensions. Eg

dimensions:
  country:
    drill_fields: [ city, state ]

which then allows your users to drill from Country into City or State

1 Like