Simplify Your Data: Mastering Custom Drilldowns in Solver
Are you looking to streamline your reporting process within Solver? This tutorial provides a clear walkthrough on how to utilize the new Custom Drilldown feature, a highly requested update designed to give you more control over your data views.
Getting Started
To begin, ensure you have the necessary permissions. An administrator must enable the “Can customize drill down” permission for specific users or roles at the administration level . Once activated, a new menu appears under Settings in your dashboard.
How to Customize Your Drilldown
Once you access the custom drill down interface, you will see your configured modules and their associated fact sets. Here is how to tailor them to your needs:
- Identify Customizations: Any fact set you modify will turn bold, providing a quick visual indicator that you are viewing a non-default configuration .
- Remove Unnecessary Data: You can easily hide attributes, such as descriptions, that clutter your view across your dimensions .
- Reorder Information: Use the drag-and-drop functionality to reorder dimensions to prioritize the metrics that matter most to you .
- Add New Attributes: If you need more detail, you can add additional attributes to any dimension and adjust their position in the list .
Saving and Resetting
After you have refined your drill down, simply click Save in the bottom right corner. If you ever need to return to the original layout, the platform allows you to reset to the default settings with ease.
This feature is a game-changer for users who need clean, focused data at their fingertips. Start customizing your workspace today to improve your reporting efficiency!
