Is there a way to limit Drill anywhere options or allow option to drill to same field?

Chad Miller shared this question 2 years ago
Answered

I have several fields I would like to be able to drill down to the same field. So we can look at customers then drill down to see item numbers for the customers or we can look at departments then drill down to item numbers in the department, etc. To my knowledge this isn't possible unless I copy the item number field multiple times and set a hierarchy for each one.

Other option is to allow drill anywhere but this allows the user to drill to any dimension and some of the dimensions don't make sense to drill to.

Comments (5)

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I found how to remove a field from Drill Anywhere. It's under Edit View->Prepare->Field Settings->Access.

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Hi Chad,


Thanks for the question and for letting us know that you were able to track down a suitable method to get things working. Please let me know if you have any further questions here, or if I should go ahead and mark this one as closed.


Best,

-Conner

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This can be closed. I'm having problems with the setting but I'll open a problem ticket.

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Sounds good, will do!

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The wiki page needs to be updated. I have had much success with hierarchy by simply doing these two things. First, I create a column that will act as a top level:

'All Customers' [All Customers]

Then I set that as a dimension and point the hierarchy to the customer_id for example. Clicking on All Customers will drill down to all the customer_id's grouped by the other columns. Last I create a hierarchy from customer_id to customer_id. Yes, you can use the same column twice; simply pull it in a second time in view fields. To prevent any potential issues I gave it a different business name customer_id2

The last trick allows you to use the customer_id twice which is completely legal in SQL. Now the hierarchy is correct going from 'All Customers' to Customer_Id (all customer ids) to Customer_Id (the specific customer id)