Creating Drill Down in Excel

Using Power View for Drill Down

Excel 2013 and Excel 2021 users can utilize Power View to create interactive drill down reports. However, as of October 12, 2021, Power View is no longer available. For those with earlier versions, drill down functionality can be added to charts and matrices. This requires a hierarchy, which can be set up within the Data Model or directly in Power View. Drill down capabilities are compatible with bar, column, pie charts, and matrices.

Excel Drill Down with Grouping

For a safer alternative to hiding rows and columns, Excel supports grouping. This method avoids the risks associated with hiding data and enables nested groupings for a comprehensive drill down experience. Grouped rows and columns facilitate the creation of collapsible sections within your data, allowing for an organized drill down structure.

Subtotal Button for Drill Down Tables

In Excel’s "Data" Ribbon, the "Outline" section contains a "Subtotal" button. This feature allows users to generate tables with drill down capabilities swiftly. It simplifies the process of analyzing detailed data within a summarized context.

Common Use Cases

• 
  Creating interactive reports that allow users to explore data at different levels of detail
• 
  Enabling detailed data analysis within large data sets by focusing on specific subsets
• 
  Facilitating the identification of trends and patterns through hierarchical data examination
• 
  Enhancing presentation of data by allowing audiences to navigate from summary to detailed views
• 
  Improving data-driven decision-making processes by providing granular insights

Excel vs. Sourcetable: Streamlining Data Analysis

Excel has been the go-to spreadsheet tool, known for its robust functionality in data manipulation and analysis. However, Sourcetable offers a modern take by integrating multiple data sources into a single platform for seamless querying.

Sourcetable's AI copilot stands out, providing an intuitive chat interface to assist users in creating complex formulas and templates, a leap from Excel's traditional formula creation process.

The integration capabilities of Sourcetable save time and improve data coherence, a significant advantage over Excel's manual data consolidation methods.

For those looking to streamline their data analysis with advanced AI assistance and comprehensive data integration, Sourcetable emerges as a compelling alternative to Excel.