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Drill Down Level Inclusive Question

Hello,

I have a general inquiry regarding Drill Down Groups.  My Current hierarchy is for a geography, where we drill from Area --> Region --> to Territory.

So here is what i would like to achieve:

     When I drill into a particular Area, I see all of the Regions in that Area

     Then when I drill into a given Region, I would like to see all of the Territories in that Area.

Is this possible?? Or are there any work around?

This is what I have so far, which is close, but does not achieve the desired effect:

=Sum({$< ProductId = {1}, IsMonth = {1}, RegionName = >} Qty)

Thank You!

8 Replies
saurabh5
Creator II
Creator II

hi,

you can go to setting> document properties> groups

and create a new  group with drill down group option  then move the  fields in used felds area as per your hierarchy and save it .

Now create any object using  the new field which will be represented by a downwards arrow.

Regards

Not applicable
Author

Thank you for your response.

So I already have a drill down group with these 3 fields in it.  This is my dimension.  And then

=Sum({$< ProductId = {1}, IsMonth = {1}, RegionName = >} Qty)

is my expression.

But is there anyway to achieve the effect that I am looking for?

rwunderlich
Partner Ambassador/MVP
Partner Ambassador/MVP

The DrillDown group should do it for you. But you have to stop removing the Region selection in your expression. Remove:

  RegionName =


-Rob

saurabh5
Creator II
Creator II

remove Region name from the existing set analysis.

-Saurabh

Not applicable
Author

yes so I do not want to see all of the Territories in the Region, but all of the Territories in the Area

MarcoWedel

You're describing a cyclic group instead of a drill down group.

So just change your group from drill down to cyclic.

You would have to switch the dimension by clicking the cyclic group button though instead of clicking one region.

hope this helps

regards

Marco

Not applicable
Author

So I think that what I would like to do is essentially a combination of a drill down and a cyclic.

Drill down from Area to Region

And then do some sort of cyclic with territory and region

rwunderlich
Partner Ambassador/MVP
Partner Ambassador/MVP

Make two groups:

Drill: Area, Regions

Cyclic: Territory, Region

Assign both Groups to chart Dimension. Use the conditional Dimension property to control which one is in use.

For the Drill: =count(DISTINCT Area) > 1

For the Cycle: =count(DISTINCT Area) = 1

-Rob