Holistics Drill introduction
The Holistics drill feature allows business users to explore reports and discover new insights on their own without having to ask data analysts repeatedly.
Currently Holistics drill features include Date Drill-down and Drill-through.
This feature lets you view the current data in different time ranges (like year, quarter, month, week, day, hour, or minute). You only need to hover on any time-related chart, right-click, select the desired time range, and the chart will interactively change.
How Date Drill-down works
For Date Drill-down, whenever you choose a time range, Holistics changes the time unit of the X-axis according to your selection, while keeping the Y-axis the same, and applies the result to show you a new chart.
To help you better visualize, that process is executed as below, all behind the screen.
Instead of taking the business users to a more granular level of the data, drill through takes them to a report that is relevant to the data being analyzed, also at the click of a mouse.
For example, we are looking at the total revenue of the T-shirt in New York. We might wonder what the customer demographic and their contact info are. We only need to hover over the column of New York and select the dashboard
Customer Demographics. As a result, we’ll see the contact info, gender, and age distribution of New York buyers who purchased T-shirts.
How Drill-through works
For Drill-through, it is the process of linking many *source dashboard* to one target dashboard that contains information relevant to all the sources.
- Source dashboard: the dashboard that contains the generic data that we want to explore further.
- Target dashboard: the dashboard that contains more specific information that provides us with a more detailed understanding.
The data analyst will save a lot of time because he/she only needs to set up drill-through once, and can start drilling from any source dashboard, even those created in the future.
Currently, you can drill from any of the visual types below to relevant dashboards:
- Pivot Table
- Column/bar chart
- Pie Chart
Also, you can use Drill-through for quick filtering. Instead of having to select a filter value, you can click on any data point on the chart and apply that data point’s value as a filter for that dashboard using Drill-through.
For example, let’s say we want to filter the data on this
Country Breakdown dashboard by city New York. Normally we will have to select the filter City, type in New York and submit.
With drill-through, we only need to click on the column of New York and select the current dashboard name to filter. This is handier when you have a long list of filters to choose from, or the names are too hard to type.
Common use-cases of Drill-through
Below are some common use-cases of Drill-through for your inspiration:
- Customer 360 lookups: You are looking at the total sales of a city by each customer. Use Drill-through to view that customer’s details like email, gender, and purchase history. We might want to use that information for targeted marketing.
- View regional performance: You are the C-level executive and are presented with a generic sales report of all countries. Use Drill-through to view the sales performance (profit, revenue, cost) of each region in a specific country. You can even go further to view the sales performance of all or each category, or by a salesperson in that specific country.
- Quick filtering: You are looking at the number of COVID cases for many age groups through time and a heatmap of their locations. Use Drill-through to quickly view the report for each age group.