Help & DocumentationCreating Basic Metrics and Reports Basic MetricsEstablish a Drill-Path from a Metric to another Element (Metric Associations)

Establish a Drill-Path from a Metric to another Element (Metric Associations)

Drill-paths are used in Metrics to guide a User to either a Report that provides more details on a specific data point or to some other related element needed for the further data analysis. Drill-paths are defined in the Metric Editor - Associations tab.

Before you begin, consider whether you want to do one of the following:

  1. Add a drill-path to a Report that shows specific details only for the specified data point
  2. Setup a drill-path to a related element. This drill-path is not performed specifically for a given data point and instead navigates the user to a related Metric or Report that might contain essential information required for further data analysis

This article covers the Setup process for both drill-path options.

For information on [+ New Aggregate]. see Create Multiple Aggregates from a Single Metric

Example of the three types of Drill-Paths

Example of the three types of Drill-Paths
  1. Day Detail: is used when you are providing a Report that shows additional details for a specific data point in a Metric. For example, you may have a Daily Sales Metric where you want to show the details on products sold on a given day, such as which number of units sold.
  2. Further analysis: is used when you are providing an Element that shows additional details for a specific data point in a Metric. For example, you may have a Metric where you want to provide details on subcategory products sold on a given day.
  3. External Insights: is used to add path to External Reports that may have insights on data in this Metric.

Follow this article to see how to add elements to these sections in Drill-downs.

1. Access the Metric Editor > Associations tab

2. Adding Day Detail Reports

  1. This title of this grid is set based on the Measurement Interval of the Metric.  For instance, it will be titled 'Week Detail Reports' for weekly Metrics or 'Month Detail Report' for monthly Metrics.
  2. To add a new Report to the drill-path, click [+ New Report].

The Add <Interval> Detail Report to Metric pop-up opens

2.1. Select the Report for Detail drop-down list

Select the Report for Detail drop-down list
  1. Report type: 'internal'
  2. Report name: Select a Report to be added to a drill-path from the drop-down list. Reports will only appear in the drop-down if they match the measurement interval of the associated metric AND they keep history
  3. Optionally, modify the Display Sequence in which Reports are listed in the Data Point Mouse-over Display

Save your entry.

3. Adding Elements for Further Analysis section

  1. To add a new Element suggested for the Further Analysis, click [+ New element] below the Elements for Further Analysis table.

The Add an Element for Further Analysis pop-up opens.

3.1. Select Element for Further Analysis

Select Element for Further Analysis
  1. Select the element type and element name from the respective drop-down lists
  2. Optionally, modify the Display Sequence in which elements for Further Analysis are listed in the Data Point Mouse-over Display

Save your entry

4. Adding External Insights

  1. External Insights (links to External Reports) are also added below the <Measurement Interval> Detail Reports table.
  2. To add a new Report to the drill-path, click [+ New Report].

4.1. Select Element for External Insights

Select Element for External Insights
  1. Report type: 'external'
  2. Report name: Select an External Report to be added to a drill-path from the drop-down list. If you scroll down to the bottom of the drop-down list, you can create a new External Report on the fly.
  3. Optionally, modify the Display Sequence in which Reports are listed in the Data Point Mouse-over Display

Save your entry.

5. Creating a new External Report for Drill-down on the fly

Creating a new External Report for Drill-down on the fly

If you want to add a new link to some external resource to the Drill-down path, scroll down to the bottom of the drop-down list, and click Define New External Report.

5.1. Defining External Report

When creating a new External Report on the fly, you are choosing its Report Type from the drop-down list.

NOTE: If the required Report Type is not in the list, go to Admin > Advanced > External Report Types > choose the required Report Type from the list and in the Report Type Editor make sure that Can be auto-created from Drill-Down field is set to 'yes'.

5.2. Add a link to a Report and Save your Entries.

Add a link to a Report and Save your Entries.

The link to this External Report is going to be shown in the Data Point Mouse-over Display > External Insights.