It’s official! You can now filter and drill in Grow!
So what is filter and drill, and why is it such a big deal? More importantly, how will it help you run your business? We’re here to tell you!
Breaking Down Data Madness
Let’s say (hypothetically) there’s a competition between several elite basketball teams. If you pick the winning team, you’ll win big … but there’s a catch: The only data you have to make your decision are the players’ heights, sorted by team.
Alone, these numbers can only tell you so much, and you might be able to make an educated guess for the winner.
However, if you were able to dig deeper and analyze the average fouls, rebounds, assists, and points for each player, or if you could filter out teams with low average points per game, you could make a much more informed decision…
… and have a much better chance of winning.
Answer Your Questions
Filter and drill are tools that let you dig deeper into your data—and that’s a game changer.
While the charts on your BI dashboard can tell you key information about your company and its performance, looking into specific segments, date ranges, and other elements of your data can help you understand the key drivers behind your numbers.
Consider the last time you wondered about the cause of a spike in your website traffic. Or wished you could explore sales for a particular customer segment. Or wanted to filter your inbound leads down to paid sources. Or only needed to view expenses above a certain threshold and which department incurred them.
Filter and drill can help you answer all of these questions, and many more. And with better answers come better decisions for your business.
How Filter and Drill Work
Data filtering allows you to slice and dice your data so you only see what you want to see and can remove data that’s not relevant to your current query.
Data drilling (also known as “drilldown”) includes data transformations like pivots, groupings, queries, etc., that allow you to click on a data point and then see all the data that supports it—like clicking on a basketball player’s name and getting all his stats.
Before, if you wanted a filtered view of your data, or if you wanted to access supporting data for your metrics, you’d have to create separate metrics to see them. Now, these tools are built in to Grow.
Using Filter and Drill
Filter and drill are accessed from the Expand Metric view—here’s a preview:
For more details on how to use filter and drill, as well as answers to FAQs, check out our Filter and Drill article in the Help Center.