For any of the drill options, use the navigation buttons in the upper left of the chart to go back to the previous view. You can clear drills, which removes all drills and returns the chart to the state as defined in the task pane.

Drill Into

Double-clicking a chart column, row, category, or area, or using the right-click menu, drills into the selected member to display its children.

You can limit the level to which users can drill. This is useful for hierarchies which have many members at a low level. When charting all of these doesn't provide a usable chart. This is set in the Lockdown tab of Properties.

Keep only

Select ‌the chart you wish to keep and use the Keep Only menu option to remove the other charts.

Keep except

Use the right-click menu to remove the selected chart to get a better comparison of the remaining charts. The scales automatically adjust to reflect only the data displayed.

Drill with advanced selections

When you drill into a hierarchy with advanced selections configured, Anaplan XL automatically removes the advanced sets.

This is so that the drilled results show all the children, and add up to the parent's total. For example these setups would remove children that are under the drilled member.

  • Member search, for example, show accounts beginning with AC0001
  • Ranking, for example, show Top 5 and there are more children than that
  • Filter, for example, show Sales > 1,000,000, could result in no data visible if none of the children reach that threshold

However, it's sometimes useful to keep the set functions, for example if sorting categories.

You can do this by adding the advanced set to the whole hierarchy rather than the first member set.

  1. Add a temporary second member set (no selection required)
  2. Select the toolbar button to add your required Advance function
  3. Remove the temporary set.

The result is that sorting is maintained after drilling.