Drill-Down Analysis & Reports

Drill down your data based on defined measures and dimensions! Web-based solution for drill-down analysis and reports creation and sharing among authorized users. Use your data (SQL, OLAP, Tabular, Excel, or CSV) and prepare comprehensive drill-down reports within a drag-and-drop user-friendly environment.

How to start with a Drill-Down Analysis & Reports creation?

To start with a drill-down analysis, first, you need to prepare a multidimensional data source that contains structures of existing data organized in dimensions and measures. You have two choices: you can use existing OLAP/Tabular structures or you can prepare Analytic Models within the Kyubit application that are based on your SQL data or provided CSV files. Such multidimensional structures are base for the selection of measures and dimensions that will be added to analytic axes (Measures, Filters, Categories, and Series).

Drill-down analysis and reports overview

Benefits of Drill-Down Analysis...

Effective Data Analysis

The drill-down analysis enables organizations to examine their data from various angles to gain valuable insights and conclusions. It’s a fundamental method that allows businesses of all sizes to find answers to their most critical analytical questions by exploring the data in interactive reports and dashboards.

Trend Discovery

It’s a great technique to discover trends and patterns as well as the reasons why they happened. By identifying trends through drill-down analysis, organizations can anticipate future movements of important business parameters and adjust their strategies accordingly, leading to improved business performance.

Pattern Identification

It’s an excellent method for identifying patterns, as well as understanding why they occurred. Pattern Identification technique helps in spotting recurring patterns but also aids in predicting future behaviors and outcomes, making it a valuable tool for strategic planning and decision-making.

Consistent Visualization

There’s no need to alter the form of visualization when conducting a drill-down analysis. Users can click on a specific element for a more detailed, multi-dimensional view of the data without having to switch between different visualizations, maintaining the same visualization form while exploring different data levels.

Improved Comprehension

Drilling into a question enhances your understanding of it. The process aids in identifying and understanding the factors that contribute to it. This process not only deepens your understanding of the data but also empowers you to make more informed and effective decisions, related to specific business topics.

In-depth Data

Drill-down analysis allows for a more in-depth view of data by establishing a hierarchical relationship between different data levels. This enables access to more specific data from a comprehensive overview. For the ultimate in-depth data discovery, use Kyubit drill-through actions with a specific set of columns (details).

Example of Drill-Down Report

In a few steps, we will illustrate a typical drill-down analysis usage with the sample database AdventureWorks. All steps are the same regardless of using OLAP, Tabular or Analytic Models (based on SQL, Excel, or CSV data) drill-down analysis data source. To learn about Kyubit 'Analytic Models' and how to create an Analytic Model from your data, visit Kyubit service BI tools and features or watch the 60-minute self-service BI tutorial. A drill-down report is a powerful tool that provides a layered view of information, enabling users to focus on key insights, identify patterns, detect anomalies, and prioritize actionable insights. This type of report is characterized by its data granularity, allowing users to delve into the details of how a result or analysis was achieved. Users can interact with the report, progressively zooming in on details, and visualizations are provided for each data point. This allows for a comprehensive view of data, from nationwide states to specific sales numbers by country. It's important to note that drill-down reports differ from drill-through reports. While both offer detailed data views, drill-down reports keep you within the same application or visualization, whereas drill-through reports may lead you to a different platform or visualization. This makes drill-down reports an invaluable asset for understanding complex data and making informed decisions based on thorough analysis.

Steps to Create Drill-Down Analysis & Reports

1) Add Measures

Drag and drop measures that will be analyzed. In the context of multidimensional analysis, 'Measures' are the numerical values that are subject to analysis and comparison. These are usually stored in fact tables within a multidimensional data model. Measures offer aggregated numerical values that are of interest to the user, and they represent the quantities and averages that inform decision-making. Examples of measures might include quantifiable metrics like sales or revenue that can be used for analytical purposes. These measures are often examined across various dimensions such as time, location, or product.

2) Add Dimensions to Category Axis

Drag and drop multiple dimensions and drill down dimension members to the bottom of your interest to discover meaningful insights. In the realm of multidimensional analysis, "Dimensions" are the viewpoints or entities that an organization uses to record data. They shape the structure of the cube that is used for slicing and dicing data. Dimensions consist of a set of related objects, known as attributes, which provide information about fact data in one or more cubes. For instance, a product dimension might include attributes like product name, product category, product line, product size, and product price. These attributes can be arranged into user-defined hierarchies that offer navigational paths to aid users when they are exploring the data in a cube. Add Dimension to a drill-down analysis

3) Add Dimensions to Filters and Series Axis

Drag-and-drop dimensions to the series and filter axis. Slicers (filters) are a powerful tool for multidimensional analysis, as they allow you to filter data based on one or more dimensions. For example, you can use a slicer to show only the sales of a certain product category, or only the sales in a specific region. Slicers are interactive, meaning that you can click on the items in the slicer to filter the data in the pivot table or chart. You can also use multiple slicers to apply complex filters based on multiple dimensions. Slicers are a great way to explore and analyze multidimensional data in an intuitive and visual way. Add Dimension to a drill-down analysis

4) Drill-down dimensions members

Finally, drill down any member of dimension levels added to the category or series axes to discover insights. A user can drill down members of any dimension one by one or drill-down of all members related to a particular dimension level is supported. In the Expand All Analysis Mode, all members are automatically expanded to the next dimension level at the moment a new dimension is added to the analysis grid. drill-down analysis and reports

Drill-Down Reports Visual Indicators

Any drill-down analysis could be opened in the report view, which is focused on the clear view of the data (values) without analytic actions available in the full analysis grid view. Additionally, the report drill-down view includes visual aids, like grid KPIs that indicate value falls within the scope that is defined as success, even, or failure, related to defined business goals. Also, conditional cell formatting with different colors is available in the drill-down report view.

Drill-down reports

How to utilize Drill-down Analysis and Reports?

Share and Collaborate

Share created drill-down analyses & reports with other users using appropriate authentication methods (Windows/Active Directory or Kyubit authentication).

Embedded Analytics

Embed drill-down analysis and reports within your web application to quickly add analytic capabilities to your environment. Embed prepared analysis or set a blank analysis grid.

Export to PDF/Excel files

All drill-down analyses and reports could be exported to Excel or PDF files with customizable export preferences. The export could include a drill-down grid and a related chart.

Use Drill-Through actions

Create drill-through actions with available dimension levels. User-created drillthrough actions are a simple way to get leaf-level details of your multidimensional data.

Scheduled Report Delivery

Schedule drill-down report (analysis) delivery on the email at the scheduled time in PDF, Excel format, or embedded report (HTML) into the delivered email.

Analytic Dashboards

Organize multiple drill-down analyses to interactive analytical dashboards with various data slicing abilities, quick explore, drill-through and many more data analytic features.

Drill-Down Analysis on Dashboards

Drill-down analysis on dashboards is a crucial aspect of data-driven decision-making. Dashboards provide a visual presentation of data, making it easier to identify trends, patterns, and outliers. They allow users to interact with data in real-time, enabling them to drill down into granular details or view data at an aggregate level. This flexibility in data exploration facilitates a deeper understanding of the underlying metrics. Furthermore, dashboards often feature customizable elements such as charts, graphs, and tables, which can be tailored to suit specific analytical needs. Drill-down analysis on dashboard

Prerequisites to start with a Drill-down Analysis and Reports?

Download and install Kyubit BI Tools.
Identifying dimensions and measures within existing data sources is a fundamental step in data analysis. Dimensions are the descriptive attributes of the data that can be qualitative and are often categorical, such as region, product type, or time period. They provide the ‘how’, ‘when’, ‘where’, and ‘what’ context of the data. On the other hand, measures are the quantitative metrics or key performance indicators (KPIs) that are subject to analysis. They represent the ‘how much’ aspect and can be summed, averaged, or subjected to other mathematical operations. Examples include sales revenue, profit margin, or customer count. Understanding the dimensions and measures in your data is crucial as it helps in structuring your data model and influences how you will analyze and visualize your data for decision-making purposes.
Set up a multidimensional analytic data model based on your data or use your existing OLAP cubes. (Watch the 60-minute Self-service BI tutorial on this topic.)
You are ready for your first drill-down analysis!

Get started with Kyubit BI Tools

Download Kyubit BI Tools for 30 days of free product evaluation. Simple and quick installation that will bring all features unlocked in the evaluation version. After evaluation continue with a free personal edition license or one of the commercial licenses. We will be happy to receive your feedback. Visit the Kyubit BI Tutorials page to help get you started.