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Enhance Column Drill-Down / Drill-Up Experience in DV

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Problem

In Data Visualization (DV), hierarchy drill interaction is not intuitive for many business users and some prefer to drill via columns then the native hierarchy tree. Currently the drill-down requires right-click actions, the drill replaces the current column rather than preserving context, and there is no clear drill-up or return navigation other than using Undo or manually reselecting a prior hierarchy attribute and removing drill filters. This creates unnecessary friction for dashboard consumers and makes hierarchical navigation feel technical and inefficient.

Proposed Enhancement

Enhance DV hierarchy interaction to support a more intuitive drill experience columns in a hierarchy that reduces reliance on right-click menus, maintains user context during drilling, and provides clear drill-up/back navigation (such as breadcrumbs or a return option). The goal is to make hierarchy exploration simple and obvious for end users, with predictable behavior and streamlined drill state/filter handling. OBIEE Classic can be considered a reference example of a user-friendly drill workflow, but the primary objective is improved DV usability and adoption.

Business Benefit

Improving hierarchy drill usability in DV will streamline hierarchical navigation, reduce time spent on trying to figure out how to use the tool and reduce clicks (right-click drilling, undo steps, and filter management), and enable users to stay focused on analysis and decision-making. This will accelerate DV adoption and improve the overall dashboard consumer experience

Drill Examples

DV

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OAC Classic

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7
7 votes

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Comments

  • Shrey Tandon
    Shrey Tandon Rank 5 - Community Champion
    edited Feb 4, 2026 1:25PM

    @Carter Beaton Thank you for this idea. I have upvoted on this idea as it would be a great feature for business reporting for our organization as well and has been requested by several DV users in.

    Enabling a drill down and roll up function is a highly requested and useful feature. The custom visual RowExpanderV2 is not performant at present, and this would be a great enhancement for the table and pivot visuals, in particular.

  • Carter Beaton
    Carter Beaton Rank 4 - Community Specialist

    Thank you @Shrey Tandon. Just trying to make sure user operations stay intuitive and I think it's important for the users to answer questions quickly as they move through the data. Also just as important, authors don't have to try to invent new ways to do something we know we can do.