How do I create a drill down chart in Excel?

Add drill up/drill down using an existing hierarchy

  1. Create a visualization using an existing hierarchy.
  2. Convert the table to a matrix or chart.
  3. To enable drill-down, collapse the matrix.
  4. Double click a top-level hierarchy field.
  5. Drill down further by clicking one of the fields.
  6. Drill up by clicking the up arrow.

What is drill down in Excel?

Double-click a pivot table value, to create a new sheet with the records used in that total. That is Excel’s DrillDown (Show Details) feature. Use macros to name the sheets, and ask if you want to delete them when closing the workbook.

How do you insert a Power View report in Excel?

In Excel, select the Bar and Column worksheet. Create a new Power View report by selecting POWER VIEW > Insert > Power View from the ribbon. A blank Power View report sheet is created.

How do I create a drill down in Excel 2016?

Right-click the item you want to drill up on, click Drill Down/Drill Up, and then pick the level you want to drill up to. If you have grouped items in your PivotTable, you can drill up to a group name.

How do you create a hierarchy in Excel?

Follow these steps:

  1. Open the Power Pivot window.
  2. Click Home > View > Diagram View.
  3. In Diagram View, select one or more columns in the same table that you want to place in a hierarchy.
  4. Right-click one of the columns you’ve chosen.
  5. Click Create Hierarchy to create a parent hierarchy level at the bottom of the table.

How do you drill down a selection in Excel?

Create a drop-down list

  1. Select the cells that you want to contain the lists.
  2. On the ribbon, click DATA > Data Validation.
  3. In the dialog, set Allow to List.
  4. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.

What is the drill down approach?

The Drill Down technique is a method for gaining insight into the root causes of a problem within a department or area. After the root causes are known, a larger plan can be devised to address the problem. A Drill Down is not the same as a diagnosis, but rather a broad and deep general examination.

What is the difference between drill through and drill down?

However, whereas a drill down report allows you to remain within the same visualization type and window, a drill through report allows you to navigate to a completely different visualization or report, often in a new window. On a daily basis, we drill down through data all the time.

What is drillthrough?

Drill down is a capability that takes the user from a more general view of the data to a more specific one at the click of a mouse. For example, a report that shows sales revenue by state can allow the user to select a state, click on it and see sales revenue by county or city within that state.

How to add drill down to power view?

Add drill up/drill down to a chart or matrix in Power View so it shows just one level at a time. Report readers drill down to see details or drill up for summary data. To add drill up/drill down to a matrix or chart, it needs a hierarchy—either a hierarchy in the Data Model or a hierarchy you create in Power View.

How to add drill up drill down in Excel?

To add drill up/drill down to a matrix or chart, it needs a hierarchy—either a hierarchy in the Data Model or a hierarchy you create in Power View. This video shows using a hierarchy that is in the data model already. This video shows creating a hierarchy in Power View to use for drill up/drill down.

How to insert and edit a power view map in Excel?

Place mouse at the above of the map to adds a title for the map. Add data labels to the map by clicking Layout > Data Labels, choose one type as you need./p> Choose the map background as you need by clicking Layout > Map Background. See screenshot: Filter data in the map.

How can I drill down to the top of a matrix in Excel?

When you have a matrix with multiple fields in the rows or columns, you can set it to show levels, and that collapses the matrix to show only the top, or outermost, level. Double-clicking one value in that level expands the matrix to show the values under that one in the hierarchy.

By Tips