{"id":6170,"date":"2022-09-30T10:39:53","date_gmt":"2022-09-30T10:39:53","guid":{"rendered":"https:\/\/www.stl-training.co.uk\/b\/?p=6170"},"modified":"2023-12-30T23:00:55","modified_gmt":"2023-12-30T23:00:55","slug":"exploit-power-bis-drilling-tools-to-enhance-profitability","status":"publish","type":"post","link":"https:\/\/www.stl-training.co.uk\/b\/exploit-power-bis-drilling-tools-to-enhance-profitability\/","title":{"rendered":"Exploit Power BI\u2019s Drilling tools to enhance Profitability"},"content":{"rendered":"

\"\"<\/a><\/p>\n

In Power BI<\/a>, you can apply Drilling tools to certain visuals in order to \u2018drill down\u2019 through your data. It works by building fields into your visuals that take you from \u2018top level\u2019 information (e.g., Sales by Country) right down to specific sales (e.g., Sales by Salesperson) known as \u2018granular data\u2019. Drilling down will change the visual to reflect more of the detail. This blog explains the different Drill buttons and their functionality to help you improve the way you analyse your data. You will be able to exploit Power BI’s Drilling tools to enhance profitability in your company.<\/p>\n

Why use Drilling tools<\/h5>\n

Drilling tools really help an end user\/stakeholder to fully understand the detail behind a specific visual in order to drive business forward and increase profitability<\/p>\n

How it works<\/h5>\n

Firstly, you need to create a visual containing \u2018hierarchical\u2019 fields e.g., \u2018Country\u2019, \u2018Segment\u2019, \u2018Salesperson\u2019 in order to facilitate the drilling tools. In the following example, a line chart is used to show an \u2018Order Date\u2019 field by \u2018Quantity\u2019 where Power BI desktop will automatically support a Date Hierarchy (see below).<\/p>\n

\"\"<\/a><\/p>\n

    \n
  1. Notice there are four \u2018arrow\u2019 buttons above the chart, each with a different function:\"\"<\/a><\/li>\n<\/ol>\n
      \n
    1. Starting at the \u2018top level\u2019 i.e., \u2018Quantity by Year\u2019 click on\u00a0 \"\"<\/a><\/li>\n<\/ol>\n

      This action changes the line chart to show \u2018Quantity by Quarter\u2019 i.e., the next level down. for If you hover on the data point of Qtr. 2, it highlights the overall Quantity for Qtr. 2 over the entire 8-year period.<\/p>\n

      \"\"<\/a><\/p>\n

        \n
      1. Clicking on the\u00a0 \u00a0\"\" button again brings up another view \u2013 i.e., \u2018Quantity by Month\u2019:<\/li>\n<\/ol>\n

        \"\"<\/a><\/p>\n

          \n
        1. Again, clicking on the \u00a0 \"\"\u00a0 \u00a0button again brings up a daily view \u2013 i.e., \u2018Quantity by Day\u2019:<\/li>\n<\/ol>\n

          \"\"<\/p>\n

          Note the tooltip showing that the day in which most quantities are sold in any month is the 24th.<\/sup><\/p>\n

            \n
          1. The ‘double down\u2019 arrow is now faded out, which means this level is the lowest level of granularity<\/li>\n
          2. Click on the\u00a0 \u00a0\"\"<\/a> button to go back through the hierarchical levels to the top level<\/li>\n
          3. Now click on the \u2018Pitchfork\u2019 button \"\"<\/a>\u00a0 to show the next expanded level:<\/li>\n<\/ol>\n

            \"\"<\/p>\n

            The tooltip is now showing all Quantities in Qtr. 2 of 2016.<\/p>\n

              \n
            1. Click on the\u00a0 \"\"\u00a0 button again to show the chart at month level:<\/li>\n<\/ol>\n

              \"\"<\/a><\/p>\n

              Now the tooltip is showing all Quantities in June Qtr. 2 of 2016. Let\u2019s say you wanted to analyse the data further at day level in this particular month of June.<\/p>\n

                \n
              1. Click on the \u2018Drill Down\u2019 arrow\u00a0 \"\"<\/a>\u00a0to turn it on showing the following:<\/li>\n<\/ol>\n

                \"\"<\/a><\/p>\n

                This now reveals that the highest performing day in terms of Quantity is the 18th<\/sup>.<\/p>\n

                Conclusion<\/h5>\n

                So often in business, it is the details that can provide a competitive edge to improve performance. Having access to the various levels of data within a single visual using the Drill buttons will definitely help to achieve this goal. Exploit Power BI’s Drilling tools to enhance profitability in your company.<\/p>\n

                For course details on our Power BI Reporting course at STL, please click on the link below:<\/p>\n

                https:\/\/www.stl-training.co.uk\/syl\/355\/power-bi-training-courses.html<\/a><\/p>\n

                For more information on Data analysis in business, please click below:<\/p>\n

                https:\/\/www.inc.com\/carol-sankar\/how-your-data-can-improve-your-customer-relationships.html<\/p>\n","protected":false},"excerpt":{"rendered":"

                In Power BI, you can apply Drilling tools to certain visuals in order to \u2018drill down\u2019 through your data. It works by building fields into your visuals that take you from \u2018top level\u2019 information (e.g., Sales by Country) right down to specific sales (e.g., Sales by Salesperson) known as \u2018granular data\u2019. Drilling down will change […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[637,651,650],"tags":[],"class_list":["post-6170","post","type-post","status-publish","format-standard","hentry","category-application","category-power-apps","category-power-bi"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/posts\/6170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/comments?post=6170"}],"version-history":[{"count":4,"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/posts\/6170\/revisions"}],"predecessor-version":[{"id":6222,"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/posts\/6170\/revisions\/6222"}],"wp:attachment":[{"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/media?parent=6170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/categories?post=6170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.stl-training.co.uk\/b\/wp-json\/wp\/v2\/tags?post=6170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}