1️⃣Drill-Down

Last updated 1 year ago

1️⃣Drill-Down

What It Can Do for You

Drill-Down allows you to easily compute, summarize, and analyze data, allowing you to find similarities, hidden patterns, and overall trends of key metrics in your data. With Drill Down, you can divide it into multiple dimensions within dimensions by simply selecting which variable you want to segment the data (this is usually called a pivot table). Drill Down offers you three different ways to represent the created drilled-down data so that you have much deeper understanding of the dataset.

There are three different types of visualization you may utilize in Drill-Down menu. They all serve one purpose: to help you understand how key metric differs within given segments. In addition, Drill-Down provides SMART DISCOVERY section where an automatically discovered combination of variables that maximize given key performance index.

How is the easiest part of using HEARTCOUNT's Drill-down menu, just as the other functions of HEARTCOUNT are. You just have to simply... 1. Select a variable of your interest as KPI

In this step, there are four options you can choose. 1) Count of rows in the dataset: "Which region has created the most number of transactions?" 2) Ratio of given segment within other segments: "How much ratio do technology products make up about?" 3) Average of the variable: "Which category has recorded the highest average profit?" 4) Sum of the variable: "Which state has been the most profitable?"

2. Select variables to segment the data and click Run

You can freely choose any of variables in the dataset as segment variables except the one selected as the key metric variable previously.
- If you choose numeric variable as a segment variable, HEARTCOUNT will automatically pick up derived bins of the selected variable. You may switch this to derived percentile variable.
It is possible to choose multiple segment variables. In this case, Drill-Down creates segments within segments in the order of the chosen segment variables.

3. Choose a type of visualization

Choose which visualization method you wish to use from the three different types of visualizations, which are described below.

- Types of Visualizations

Drill-Down is a main function of Drill-Down menu. With given key metric variable and segment variable, Drill-Down shows you how average/sum of key metric value varies within each segment with arrows and numbers. Length of an arrow shows a relative size/amount of the metric for each segment.

On top right of the drill-down table is displayed an overall average for average metric, grand total sum for sum metric, overall average ratio for ratio metric, and grand total count for count metric.
- If a segment consists of less number of records, it will be excluded in the table.

Tree Map provides a different visual approach to understand how the metric varies within segments. Tree Map is like opening boxes within boxes and size of each box represents the value of the box itself. The first segment variable you choose will be the outermost box(root of the tree, first layer), and the second segment variable will consist of the second layer, which is why this type of visualization is called Tree Map.

To construct a Tree Map visualization, you must first select the key metric variable and segment variables in the order in which you want to segment your data, just as you would do in the Drill-Down visualization tab. The first layer of the tree map will appear after you click the Run button (outermost box, root layer of the tree). If one of the first layer segments piques your interest, simply click the box to examine how the metrics for the second layer segments inside the segment of interest fluctuate.