Drill By
  • 21 Jul 2023
  • 1 Minute to read
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Drill By

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Article summary

This functionality is available for users with the Viewer and above.

Reach out to a Workspace Admin in case this feature is not available to you.

Note: This feature is not currently available for embedded viewers.


In Preset, you can drill into charts and tables in the dashboards by any dataset dimension (column). Drill By makes data analysis easier by allowing the slicing and dicing of data directly in the visualizations and helps to uncover product, business, and operational insights.

Drill By - Main.gif

Supported Chart Types

All charts in Preset support the Drill By functionality as long as they group data by a dimension value. They include:

All columns in your dataset that are marked as a "dimension" are eligible for Drill By. To check, click on the Edit (pencil) icon of your dataset from the "Datasets" view.
Drill By - Dimensions.png

Columns can be hidden from the Drill By menu by unchecking them as a dimension on the dataset.

Please Note:

Unchecking the "Is dimension" check box will also remove that column from being used as a dimension in the chart builder.

How It Works

  1. From your dashboard, right-click on a chart and select the Drill By option.
    Screenshot 2023-05-07 at 3.24.03 PM.png

  2. Select the column you want to Drill By. When there are more ten dimensions, a search bar is available to help you find the right column.
    Screenshot 2023-05-07 at 3.24.18 PM.png

  3. A new chart will open in a modal, filtered by the column that you drilled by.
    Screenshot 2023-05-07 at 3.25.48 PM.png

  4. From the modal, you can:

    1. Continue to drill deeper by right-clicking and selecting a new column.
      Screenshot 2023-05-07 at 3.25.58 PM.png

    2. Return to previously drilled charts by clicking the breadcrumbs.
      Drill By - Breadcrumbs 1.gif

    3. View your chart in a table format.
      Screenshot 2023-05-07 at 3.30.19 PM.png

    4. Click Edit Chart to open the drilled chart in the Chart Builder and save it from there.
      Drill By - Save 1.gif

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