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akshada_samant
New Contributor II

Drill Down related question

Hi,

I have a data like below:

Policy NumberTransaction  NumberAgent ID
11777
12
777
23888
34
777
45888
46888
57777
58
777
69999
710777
711
777
812888
8888
9777
9777
101111

I want to have a chart to show 'Number of policies per Agent' with drill down.

I want a drill down to show as below:

Level 1:  Show "share of wallet" from Agents by showing how many policies they have sold. Vertical bar chart showing ranges of agents that have sold: 0-2,2-4,4-6,6-10,10+

Level 2: When you click in one of the bars, than get the individual agents sorted. For example, if we click on 10+, we get a bar chart with agent ID and policy count from largest to smaller

So result should be as below:

Level 1: Dimensions as 0-2,3-4,5-6,7-10,10+ and measures as policy count. So 0-2 bar shows count as 2, 3-4 bar shows count as 1, 5-6 bar shows 1

Level 2: when we click on 5-6 , it will show agent ID '777' only with count as 5 as agent ID 777 has got 5 policies. If we click on 0-2 bar it shows 2 agents 999 and 1111 with policy count 1.

Please tell me how we can implement this in Qlik sense desktop.

2 Replies
praveenkumar_ma
Contributor

Re: Drill Down related question

Hi Akshada ,

try creating Drill down Dimension.

I had  a Situation like this before in some other scenario

there we drilled down as

Region

AgentID

Policynumber ......

in your case i didnt understand 1st level

if it is anything liike share/range  dimension

or else you can create a range dimension by giving range values i guess.

transaction Number( use appropriate dimension)

AgentID

Policynumber

hope this might help you in some way .

Thanks

PM

akshada_samant
New Contributor II

Re: Drill Down related question

Hi Praveen,

Thanks for your comments.

I have created drill down dimensions and used them in charts many times but this time the problem is with data. Data is not so simple to get the desired output.

About the range, we can give range to columns like age or anything which we take from only one column but in this case we want to bucket it or give range based on 2 columns. This is my understanding for the given requirement.

Regards,

Akshada

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