Use chart selections to drill down on objects

Almost all charts in Quiver that take object sets as input are interactive, and the underlying data behind each chart can be explored quickly and intuitively through drill downs.

Simple selection

The most straightforward way to perform a drill down in Quiver is by directly selecting data on a chart or visualization and selecting Drill down.

This creates the Selected Object Set, a new object set defined by the selection of the plot. In the example shown below, the selected object set which includes 68 out of 505 companies. When the bar selection is changed, the content of the Selected Object Set changes accordingly.

Selections can also be made from tables and lists. Selecting a single object will drill into that object specifically. Selecting an object this way can be useful, since some plots only take single objects as input.

The example below shows a simple selection from a table.

Multi-select

You can drill into a set of objects by selecting multiple objects with Cmd+Click on macOS or Ctrl+Click on Windows, then selecting the Create Selected Set button. This functionality is available in the Table card which can be added via card search or the Next actions menu.

Combine selections from multiple charts

Selections from multiple charts that take the same object set as input can be combined into one resulting object set.

To do this, make a selection on the first chart and click Drill down to selection to create the initial drilled-down object set. Then, make a selection on the second chart and choose the Merge with Existing Selection action () at the lower right corner of the chart within the More actions menu (highlighted in the image below).

The selected object set can be configured in the editor panel to produce the union, intersection, or difference of these selections.

Cross filtering

The Cross Filter card is an advanced way to filter an object set based on selections made on multiple charts (as opposed to only one with regular drill downs from charts).

The charts used to make the selections not only filter the downstream object set, but also filter the other subscribed charts. This offers a more horizontal and interactive experience for users, especially consumers of dashboards.

In the example below, both the pie chart and the bar chart filter the object set below them. Making a selection on the pie chart (e.g. selecting Steeping Vat 9, 7, and 3) not only filters the object set down to the corresponding objects, but also filters the bar chart by reducing it to those 3 categories.

You can add this card from the Objects menu at the top, or by searching for “cross filter” in the search bar.

Configuration of cross filtering

• Select the input object set on which you want the charts to filter.

• Then, create categorical charts that take the filtered object set card as input. The following charts are supported in the cross filter card: pie, bar, line, and categorical scatter plot.

• Then, open the editor panel of the cross filter object set card and add the charts above to the Subscribed Plots category. Charts that are subscribed to the cross filter object set will act as filters on the object set and also filter each other.