Modifying the Drill Down Path

Modifying the drill down path in a BI report provides a quick way to focus in on a specific area of your business or take a narrowly defined report and broaden its scope.

Shown here, the breadcrumb sits at the top of the report and shows the current drill down path, along with information about selecting for exploration and filtering.

Selecting Values

Removing Values

Fusing Values

Changing and Removing Identifiers

Inserting Identifiers

Select Exploration

When adding a drill down path, the default in White Cup BI is to show all of the available values for that path. But there are times when you'll want to limit the drill down path to just some of those values. Conversely, you may have a report for a specific value that you want to expand to create a wider view.

To select different values (to either add or remove) click on the value indicator (which may show a specific value, or 'All').  You'll be presented with a menu where you can choose to Select, Remove, or Fuse the values. 

• Select Values opens a new tool where you can change the drill down values at this level of the drill down path. 
• Remove Filters will clear any selections and return the drill down path to showing all values at that level. 
• Fuse will combine all current selected (or all) values from that drill down into one row on the report.

Selecting Values

The tool shown below is displayed when Select Values is chosen from a drill down path in the breadcrumb.

The search bar at the top allows you to refine the list of Available selections. The options "Case Sensitive" and "Contains\Beginning With" can provide further refinement to your searches.

A list of Available selections based on the search criteria is displayed below. By default, it shows all the values for that identifier. The search box can refine the list.  Mark the checkbox next to each item you want to include in your select exploration and it will appear in the Selected box.

Selections in the Selected box can be removed by clicking the circled X to the far right of the selection. All selections can be removed at once with the Remove all button at the bottom of the Selected pane.

If you wish to display everything except for the items in the Selected box, click the Show button at the bottom. This will change the button to say Exclude and when you return to the report, all items for that drill down path except for the items in the Selected box will be displayed.

The Selection Tool button toggles to a Manual ID Entry when clicked. This changes the Selected box to a text entry box where you can type or paste in a list of ID values. This is useful if you have a long list of values you want to explore but don't want to select each one from the Available list. Customers often use this option when they have a ready list of identifiers to paste in the box.

Clicking Apply will return you to the report with the new selections enforced.

Removing Values

Using Remove Filters from the menu will clear any selected exploration on that level of the drill down path, showing all available items. It does so without impacting any other levels of the drill down path.

Or you can Modify Filters to remove the previous selections.

Fusing Values

Using the Fuse option will take all of the currently selected (or all) values of the identifier and roll them up into one line. This can be used to view totals and lower identifier values added together.

As an example, we can take the below report which is showing 3 sales reps and 1 account, and turn it into a report that shows the total sales that these 3 reps have made over the past few years (indicated by the word Fused on the Sales Rep indicator).

Before fusing:

After fusing:

Changing and Removing Identifiers

The breadcrumb allows the drill down path to be changed, often without losing other parts of the drill down path. 

There are several options for changing or even inserting additional drill down paths without having to start over.

In this example, if we click on the arrow next to Sales Rep, a new menu appears.

The top section shows all of the possible identifiers that can replace Sales Rep in the drill down path. For all of those identifiers where the rest of the path is possible, it will also be shown (in the grey font, after the "/" slash). In this case, Bill To Customer is still available after all of the other identifiers so Bill To Customer will remain in the drill down path.

The middle section simply includes the ability to Remove the identifier all together from the drill down path.

The bottom section (when displayed) has options to toggle on and off Line Breaks and Totals at that level of the drill down, or to hide/show that Level.

Inserting Identifiers

The Add (+) icon in the drill down path can be used to Insert an Identifier. It shows all of the possible identifiers that can be inserted between the current identifiers while maintaining the current path.