Prerequisites

• Access to a view created from a query, a portal, or an analytics dashboard.
• View added to a portal.

Presentation

The drill-up operation is used when the user wants to reduce the level of detail in the data, moving up the hierarchy of the analyzed dimension. It is the movement of "summarizing" or "consolidating" the view.

This operation is generally used when the chart has multiple dimensions organized hierarchically.

By applying drill-up to a time dimension, for example, the analysis moves from month to year, showing consolidated results at a more comprehensive level. Similarly, in a location dimension, it's possible to drill up from cities to states or from states to countries.

Performing drill up

See how to perform the drill-up operation using the following example:

On a sales portal, a chart initially displays net revenue per month. This is because a specific year has been selected.

By removing the filter and applying the drill-up function , the chart will display net revenue by year:

Conclusion

Using drill-up facilitates understanding global data trends, allowing for the identification of broader patterns.