Qlikview Drill-down Dimension Group

By definition in Qlikview Help:  When several fields form a natural hierarchy, it makes sense to create a Drill-down group.

When a Drill-down group is used as a dimension in a chart, the chart will use the first Fields in the group’s list of fields that has more than one possible value. If selections are made that cause the field to have only one possible value, the next field in the list will be used instead, provided that it has more than one possible value. If no field in the list has more than one possible value, the last field will be used anyway.

Using a Qlikview Drill-down Dimension Group is helpful because it allows you to cycle through two or more dimensions (fields) in a chart, displaying the same expression total, instead of setting up a separate chart for each specific dimension.  I will walk you through an example.

How to implement Qlikview Drill-down Dimension Group

Let’s say you have setup several charts, calculating the SUM of Points scored based on different fantasy football dimensions (NFL Team, Position, Week, Player, Year).  As you can see below, these will take up a considerable amount of real estate on your sheet:

Qlikview Drill-down Dimension Group

Using a Qlikview Drill-down Dimension Group, you can consolidate the 5 charts above into one single chart.  First, go into the chart properties and into the “Dimension” tab.  Click on “Edit Groups”

Qlikview Drill-down Dimension Group

Then click on “New” to open up the following form:

Qlikview Drill-down Dimension Group

Make sure you select “Drill-down Group” in the top section (radio button).  Type in a name for your group, then select the fields you would like to include in your Cyclic Dimension Group.  In my example, I picked the five fields above.  Make sure you put them in a logical hierarchic order.

Click OK and you are back in the Properties->Dimension tab.  Now, select your Group as the chart Dimension:

Qlikview Drill-down Dimension Group

Click “Apply”, then “OK” and check out your chart.  As a result, you will now see a little arrow icon in the bottom right corner of the chart.

Qlikview Drill-down Dimension Group

This allows you to drill down through different dimensions within the same chart.  So if you wanted to view the SUM of points by Year (this is the next dimension in the order you specified above when setting up the Drill-down Group), you simply click on a specific team within the chart above, and the chart will then “Drill-down” to the next dimension.  I chose NFLTeam “DEN”, so the chart now reflects the following:

Qlikview Drill-down Dimension Group

Now, click on a specific Year (I chose 2013):

Qlikview Drill-down Dimension Group

Next, click on a specific Position (I chose WR):

Qlikview Drill-down Dimension Group

And finally, click on a specific Week (I chose week 1):

Qlikview Drill-down Dimension Group

As you can see, the Qlikview Drill-down Dimension Group gives you the ability to quickly move down a specified hierarchy within your data.  This allows one chart to accomplish and present the content of many.  In the examples above, if you now want to move back up the hierarchy, you simply click on the “Arrow” in the bottom right corner of the chart:

Qlikview Drill-down Dimension Group

And you will then be at the dimension that was specified in the Drill-down Group order (in this case, it would be Week):

Qlikview Drill-down Dimension Group

The order in which the chart drills up and down the hierarchy is determined when you build your Drill-down Dimension Group.  You can update this order by simply editing the Dimension group, by going into the Properties of the chart, in the Dimension Tab, then clicking the “Edit Groups…” button:

Qlikview Drill-down Dimension Group

Finally, select the name of the Group and click the “Edit” button.  Here, you can change the order in which the Drill-down Dimension Group cycles through the Hierarchy.  Simply Promote or Demote the field you select:

Qlikview Drill-down Dimension Group

Conclusions

You have essentially condensed five separate charts into one.  By setting up and using a Qlikview Drill-down Dimension Group, you allow the user cycle down a hierarchy of dimensions.  They can drill further and further into details of the dataset.  Setting up a Qlikview Drill-down Dimension Group is a simple and efficient way to optimize your space on a sheet.  As a result, it gives the user control of what the would like to see in a given chart.

 

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