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How to drill down into a number in Hubviz Web
Click a point on a chart in Hubviz Web to open the next level with drill-down, or see where the value comes from, with changes and formula.
Click a point on a chart to see where that value comes from. On some charts the click opens the next level inside the chart (drill-down). On the others, it opens a window with the changes, the formula and the breakdown of the value.
Use it when a number stands out and you want to know what’s behind it, without asking for a new chart.
What a click does
It depends on how the chart was set up in Hubviz Studio:
- Chart with drill-down: the chart has Enable Drilldown turned on and the series measure has a Grouping Field, such as Business unit. The click opens the clicked period by category, inside the chart. Category labels that open a drill-down are underlined.
- Chart without drill-down: this is the most common case. Clicking a column, a point, a donut or pie slice, a KPI or a legend item opens the series detail window.
Without the grouping field on the measure, there is nothing for the drill-down to open and the chart behaves like a chart without drill-down. In the sample project, the Revenue vs. target and Revenue by business unit charts open the detail window.
Whoever builds the chart turns the drill-down on in the editor. See How to break a chart down by category with drill-down.
Go one level down (drill-down)
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Click the bar, slice or point you want to open. You can also click an underlined axis label.
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The chart switches to the next level. A trail shows above it, such as Revenue / 01/03/2026: the series name and the period that was opened.
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To go back, click the first item in the trail, the series name. The bold item is the current level.
See where a value comes from
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Click a point on a chart without drill-down, such as a month’s column. While it calculates, the window shows Loading series detail.
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The window opens on the month of the clicked column. If you clicked a slice, a KPI or the legend, which have no month, it opens on the latest month in the data.
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At the top, check the series name and the chart name. Right below, the insight strip shows the value and the changes for the open month.
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To see another month, change the month in the insight strip selector.
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Open Formula and analysis to see the formula and the analysis of the change.
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Close the window with the X to go back to the dashboard.
Reference: the detail window
| Part | What it shows |
|---|---|
| Value | The series value in the chosen month. |
| Change vs previous month | How much the value rose or fell compared with the previous month, with the percentage change. |
| Change vs same month last year | The same comparison with the same month of the previous year. With no data from the previous year, the field is renamed Compared period and shows a dash. |
| Top contributor | The item that weighed most on the value. |
| Formula and analysis | Panel that opens the series formula and the analyses below. |
| Why this number moved | Explains the change compared with the previous period. |
| Anomaly alerts | Highlight months outside the pattern, when there are any. |
| How the number is built | Chart with the parts that make up the final value. |
| Where the value concentrates | Shows in blocks where the value is concentrated. |
| Formula map | Draws how the measures in the formula connect. |
| Table of values | Lists the values that go into the calculation, month by month, with each row’s share of the series and its trend. |
Example: the Revenue by business unit donut
In the Executive view dashboard, in the Sales Results 2026 project:
- On the Revenue by business unit chart, click a slice of the donut. It has no drill-down, so the detail window opens.
- The window opens on the Revenue series, in the latest month in the data, 10/2026. Value shows R$ 5.249.367,00, and Change vs previous month shows R$ 388.826,00, +8.0% against 09/2026.
- The project only has 2026 data, so the previous-year field shows Compared period with a dash.
- Open Formula and analysis to see the series formula and the How the number is built chart.
To see another month, click a column on the Revenue vs. target chart, such as March 2026: the window opens on 03/2026.
If whoever built the chart turns drill-down on in Revenue vs. target, clicking the March column opens March by business unit, with the Revenue / 01/03/2026 trail. Click Revenue in the trail to go back.
Tips and common problems
- The click opens nothing: some elements, such as filters, have no drill-down or detail.
- The chart doesn’t go down a level: it has no drill-down, or the series measure has no grouping field. In that case the click opens the detail window.
- The trail disappeared when I changed the period or the filter: the chart is recalculated and goes back to the first level.
- I want the detail on a big screen: before clicking, open the chart with Expand Chart.
- I want to turn on drill-down on a chart: that is done in the chart editor in Hubviz Studio. See How to create and edit a chart in Hubviz Studio.