The user clicks the bar for July. A view appears, showing customers in a pie chart. In addition, a Filter is applied for the month of July. With the Filter, the chart shows only those customers who made purchases in July. If the user had clicked the bar for June, the view would be a pie chart of customers who made purchases in June. (The Card designer specifically designed the first drill layer to show sales by customer. The month is determined by the Filter.)
The user clicks the pie wedge for "Risus, Inc." A third view appears, showing purchases by state. (Because the Card designer defined this view to show amounts by state, the view is always a map with both the month and customer determined by the Filters.) Due to the Filters, Maine is the only state that appears in the third view.
The user clicks the state of Maine in the map. The last view appears, showing a table with all the filtered data. (The last view is a default view that is not defined by the Card designer.)
The final table view is available only when drilling from the Details view; it is not available in the Page view.
## Removing Filters while Drilling
When you navigate through drill layers within a Card, a new Filter is applied for every new level of drilldown. So, for example, the top level in a drill path might display a bar graph with sales for each month in the year. Clicking on the bar for a month might open a new view with a pie chart, with each slice in the pie showing amounts gained from different customers. In this case, a Filter for the month you clicked would be applied. As you drill deeper, new Filters would be applied *in addition* to those already added.
In any view in a drill path, you can remove any Filters to show more information. (This option is available only in the Details view.) You do this by clicking the "x" on the right side of the Filter bar. Filter bars are blue and are displayed above the chart, as follows:
In the following sequential example, the user has drilled down two levels into a chart showing sales for 2010. In the first level, a Filter was applied for the month of January, and in the second level, an additional Filter was applied for the customer "Mauris, Inc." In the resulting map shown below, the only state that passes the Filters is California.
Because this view does not contain much information, the user broadens the scope by removing the "Cust" Filter to show all states with customers who made purchases in the month of January:
The user removes the remaining Filter. The map shows all states with customers for the entire year:
Mousing over any column causes two icons to appear. You can click Option | Description |
|---|---|
Sort Ascending/Sort Descending | Allows you to sort columns using an ascending or descending sort. You can have only one column sort at a time. For example, you could not sort by date and then have a separate sort for your values column for each represented date. |
Group | Combines all rows with like headings for the column you apply it to and aggregates the data in those rows. Cells in columns that cannot be aggregated display a value of "Unique" by default, which is a count of all unique items within that column. For example, if a column with salesperson names contained five instances of the name "Bob Jones," that name would only be counted once in the "Unique" aggregation. You can change the aggregation type by clicking in the second row or by choosing Change Aggregate in the column dropdown menu and selecting the desired aggregation type. This option is available for all columns except date columns. |
Ungroup | Breaks apart rows that have been grouped. |
Date Grain | Lets you change how date data is represented, either by day, week, quarter, month, or year. |
Change Aggregate | Appears in the column dropdown menus after you have rolled up one or more columns (except for the column(s) you rolled up).
|
Filter | Filters rows. For a text column, you select the specific items that you want to appear in the table. For a value column, you select the desired value range from a number of comparisons like "greater than," "less than," etc. For a date column, you select a date range from a number of options. When you add a Filter, a bar for that Filter appears above the table. You can click the bar to open the Filter for editing or removal. |
Formatting | Lets you apply different formatting to numbers in value and date columns. |
Conditional Formatting | Lets you set rules for a value or string column so that any values or strings that meet certain conditions appear with a different text color and/or background. |