Monthly Archives: May 2018

30 Days to Success in Power BI: Day Twenty-One Drill Down

Welcome back to day twenty-one of our thirty-day series on Success in Power BI!  Have you forgotten where we left off from day twenty? If so, here is the link to refresh your memory.  In our last post, we saw how to setup the drill down capability. Today we will see it in action.

To recap quickly, we were using the AdventureWorksDW2014 data warehouse and we added  SalesAmount and OrderDate from the FactInternetSales table.  We want to insert a matrix table onto the report as those work with the drill down feature whereas the regular table visualization does not.

Figure 1 – Initial Sales Amounts

In Figure 2, we can see drill down icons for the Matrix visualization. The down arrow on the right side of the toolbar enables the drill down capabilities for the visualization.  The three arrow icons in the left hand corner have the following functionality:

Figure 2 – Drill Down Icons

  • The Up Arrow drills up a level from the current level of the hierarchy.
  • The Double Arrow drills down to the next level of the hierarchy (as seen in Figure 3).

Figure 3 – Move Down One Level

  • The Single to Double Arrow expands down all to the next level of the hierarchy (as shown in Figure 4).

Figure 4 – All Down One Level

With this feature we can roll up and down allowing Power BI to do the aggregations along the way.  In Figure 5, we can see the bottom level showing sales aggregates for year, quarter, month, and day. At this point you can visualize the roll up for the totals.  We have now learned to use the drill down feature of Power BI. Congratulations!

Figure 5 – All The Way Down

 

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