Add drill-down to a Power View chart or matrix

Add drill up/drill down to a chart or matrix in Power View so it shows just one level at a time. Report readers drill down to see details or drill up for summary data. To add drill up/drill down to a matrix or chart, it needs a hierarchy—either a hierarchy in the Data Model or a hierarchy you create in Power View.

Videos about drill-down

        In a matrix

        When you have a matrix with multiple fields in the rows or columns, you can set it to show levels, and that collapses the matrix to show only the top, or outermost, level. You double-click one value in that level to expand to show the values under that one in the hierarchy. For example, in a hierarchy consisting of the fields Continent > Country/Region > State/Province > City, if you set Power View to show levels then you see only continent names in the matrix. Double-clicking a continent—say, Asia —shows the countries/regions in Asia, with an arrow to go back to continents. Double-clicking a country—say, India—shows the states/provinces of India, again with an arrow to go back up to countries/regions.

        Power View matrix with a drill-up arrow from State/Province to Country/Region

        In a bar, column, or pie chart

        Bar, column, and pie charts work the same way. If a chart has multiple fields in the Axis box, you set it to show levels and you see only one level at a time, starting with the top level. Going back to the Continents example, if you double-click the Europe bar in a Continents bar chart…

        Power View column chart with drill-down capability

        You see the bars for the countries/regions in Europe only, with an arrow to take you back up.

        Power View column chart drilled down to country/region in Europe

         Note    If you open the Filter pane, you see that drilling down on either a chart or matrix is acting as a filter on that object. It is filtering the values in the object as you drill down, and removing the filter as you drill back up. It is only filtering that object. It isn’t filtering anything else on the sheet.

        Related information

        Hierarchies in Power View

        Hierarchies in PowerPivot

         
         
        Applies to:
        Excel 2013, Power View in Excel 2013, Power View in SharePoint Server 2013