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QuickSight: How To Create a Drill-Down/Up

Users can give dashboard viewers the ability to drill-down or drill-up on specific data elements, giving the viewers the ability to explore the data in an interactive way. This guide will detail how to create this within a dashboard.

Step-by-step guide

  1. To create drill-down/up functionality into a dashboard, start in an Analyses, and then drag and drop a new field from the Fields list to the Field wells (making sure Add drill-down layer option is showing before it is dropped in the Field wells).
  2. To drill-down there are two options:
    Option1: Drilling down to a specific selected value. 
    To enable this option, click a specific <field 1> value to drill into then pick drill down to <field 2>. In the example below, drilling down from Region: US to Salesperson.

    Option 2: Use the down arrow located on the right side of the visualization.
    Using the down arrow will drill-down to all available <field 2> values. In the example below this would be Salesperson.
    Drill Down to Salesperson
  3. To drill-up, similar options like drill-down are available:
    Drill Up to Region

    Drill Up to Salesperson

Users may also want to use visual panels to communicate related information, tips or things users need to be aware of.

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