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docs - drill through menu (#29373)

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......@@ -38,17 +38,17 @@ Metabase will slide out the **Click behavior sidebar**:
For questions composed using the query builder, you can select from three options:
- Open the Metabase action menu.
- Open the Metabase drill-through menu.
- Go to a custom destination.
- Update a dashboard filter (if the dashboard has a filter).
SQL questions will only have the option to **Go to a custom destination**, and **Update a dashboard filter**, as the action menu is only available to questions composed with the query builder.
SQL questions will only have the option to **Go to a custom destination**, and **Update a dashboard filter**, as the drill-through menu is only available to questions composed with the query builder.
If your dashboard has a filter, you'll also see an option to [update the filter](#use-a-chart-to-filter-a-dashboard).
## Open the action menu
## Open the drill-through menu
For questions composed using the query builder, the default click behavior is to open the **action menu**, which presents people with the option to [drill through the data](https://www.metabase.com/learn/questions/drill-through):
For questions composed using the query builder, the default click behavior is to open the **drill-through menu**, which presents people with the option to [drill through the data](https://www.metabase.com/learn/questions/drill-through):
![Action menu](./images/action-menu.png)
......
......@@ -66,7 +66,7 @@ You can specify additional options via a string, e.g. `UseResultsetStreaming=0;L
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -87,7 +87,7 @@ This can be useful for [auditing](../../usage-and-performance-tools/audit.md) an
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......@@ -136,8 +136,8 @@ You can connect Metabase to Google Drive data sources via BigQuery. There is som
To connect to a data source stored in Google Drive (like a Google Sheet), first make sure you've completed the steps above, including:
- creating a project in Google Cloud Platform,
- adding a BigQuery dataset, and
- creating a [service account](#google-cloud-platform-creating-a-service-account-and-json-file).
- adding a BigQuery dataset, and
- creating a [service account](#google-cloud-platform-creating-a-service-account-and-json-file).
### Share your Google Drive source with the service account
......
......@@ -22,7 +22,7 @@ Your database's IP address, or its domain name (e.g., esc.mydatabase.com).
### Broker node port
The database port (e.g, 8082).
The database port (e.g, 8082).
### Use an SSH tunnel
......@@ -32,7 +32,7 @@ See our [guide to SSH tunneling](../ssh-tunnel.md).
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -28,7 +28,7 @@ The local path relative to where your Metabase is running from. Your string shou
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -52,7 +52,7 @@ You can append options to the connection string that Metabase uses to connect to
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......@@ -96,7 +96,7 @@ If you are on a paid plan, you can also set cache duration per questions. See [A
## Connecting to MySQL 8+ servers
Metabase uses the MariaDB connector to connect to MariaDB and MySQL servers. The MariaDB connector does not currently support MySQL 8's default authentication plugin, so in order to connect, you'll need to change the plugin used by the Metabase user to
Metabase uses the MariaDB connector to connect to MariaDB and MySQL servers. The MariaDB connector does not currently support MySQL 8's default authentication plugin, so in order to connect, you'll need to change the plugin used by the Metabase user to
```
mysql_native_password`: `ALTER USER 'metabase'@'%' IDENTIFIED WITH mysql_native_password BY 'thepassword';
......@@ -118,13 +118,13 @@ Note the host name `172.17.0.1` (in this case a Docker network IP address), and
You'll see the same error message when attempting to connect to the MySQL server with the command-line client: `mysql -h 127.0.0.1 -u metabase -p`.
**How to fix this:** Recreate the MySQL user with the correct host name:
**How to fix this:** Recreate the MySQL user with the correct host name:
```
CREATE USER 'metabase'@'172.17.0.1' IDENTIFIED BY 'thepassword';
```
Otherwise, if necessary, a wildcard may be used for the host name:
Otherwise, if necessary, a wildcard may be used for the host name:
```
CREATE USER 'metabase'@'%' IDENTIFIED BY 'thepassword';
......@@ -137,7 +137,7 @@ GRANT SELECT ON targetdb.* TO 'metabase'@'172.17.0.1';
FLUSH PRIVILEGES;
```
Remember to drop the old user:
Remember to drop the old user:
```
DROP USER 'metabase'@'localhost';
......
......@@ -119,7 +119,7 @@ You can append options to the connection string that Metabase uses to connect to
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -76,7 +76,7 @@ You can append options to the connection string that Metabase uses to connect to
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -71,7 +71,7 @@ You can append options to the connection string that Metabase uses to connect to
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
## Choose when Metabase syncs and scans
......
......@@ -93,7 +93,7 @@ Some databases allow you to append options to the connection string that Metabas
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -42,7 +42,7 @@ You can append options to the connection string that Metabase uses to connect to
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -60,7 +60,7 @@ You can append options to the connection string that Metabase uses to connect to
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -24,7 +24,7 @@ The location of the SQLite database (the absolute path).
Turn this option **OFF** if people want to click **Run** (the play button) before applying any [Summarize](../../questions/query-builder/introduction.md#grouping-your-metrics) or filter selections.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [action menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
By default, Metabase will execute a query as soon as you choose an grouping option from the **Summarize** menu or a filter condition from the [drill-through menu](https://www.metabase.com/glossary/action_menu). If your database is slow, you may want to disable re-running to avoid loading data on each click.
### Choose when Metabase syncs and scans
......
......@@ -42,7 +42,7 @@ If you'd like to share your data with the good people of the internet, you can c
| Display interactive [filter widgets](https://www.metabase.com/glossary/filter_widget) | ✅ | ✅ | ✅ |
| Restrict data with [locked filters](./signed-embedding-parameters.md#restricting-data-in-a-signed-embed) | ❌ | ✅ | ❌ |
| Restrict data with [sandboxes](../permissions/data-sandboxes.md) | ✅ | ❌ | ❌ |
| Drill-down using the [action menu](https://www.metabase.com/learn/questions/drill-through) | ✅ | ❌ | ❌ |
| Use the [drill-through menu](https://www.metabase.com/learn/questions/drill-through) | ✅ | ❌ | ❌ |
| Self-serve via [query builder](https://www.metabase.com/glossary/query_builder) | ✅ | ❌ | ❌ |
| View usage of embeds with [auditing tools](../usage-and-performance-tools/audit.md) | ✅ | ❌ | ❌ |
......
......@@ -46,7 +46,7 @@ In this example of orders by product category over time, clicking on a dot on th
- **View these Orders**: See a list of the orders for a particular month
- **Break out by a category**: See things like the Gizmo orders in June 2017 broken out by the status of the customer (e.g., `new` or `VIP`). Different charts will have different breakout options, such as **Location** and **Time**.
> Note that while charts created with SQL don't currently have the action menu, you can add SQL questions to a dashboard and customize their click behavior. You can send people to a [custom destination](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html) (like another dashboard or an external URL), or have the clicked value [update a dashboard filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering.html).
> Note that while charts created with SQL don't currently have the drill-through menu, you can add SQL questions to a dashboard and customize their click behavior. You can send people to a [custom destination](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html) (like another dashboard or an external URL), or have the clicked value [update a dashboard filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering.html).
Clicking on a table cell will often allow you to filter the results using a comparison operator, like =, >, or <. For example, you can click on a table cell, and select the less than operator `<` to filter for values that are less than the selected value.
......@@ -56,7 +56,7 @@ Lastly, clicking on the ID of an item in a table gives you the option to go to a
![Detail view](images/detail-view.png)
When you add questions to a dashboard, you can have even more control over what happens when people click on your chart. In addition to the default action menu, you can add a [custom destination](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html) or [update a filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering). Check out [interactive dashboards](../dashboards/interactive.md). to learn more.
When you add questions to a dashboard, you can have even more control over what happens when people click on your chart. In addition to the default drill-through menu, you can add a [custom destination](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html) or [update a filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering). Check out [interactive dashboards](../dashboards/interactive.md). to learn more.
## Exploring saved questions
......
......@@ -10,13 +10,13 @@ X-rays are a fast and easy way to get automatic insights and explorations of you
## Viewing X-rays by clicking on charts or tables
One great way to explore your data in general in Metabase is to click on points of interest in charts or tables, which shows you ways to further explore that point. We've added X-rays to this action menu, so if you for example find a point on your line chart that seems extra interesting, give it a click and X-ray it! We think you'll like what you see.
One great way to explore your data in general in Metabase is to click on points of interest in charts or tables, which shows you ways to further explore that point. We've added X-rays to this drill-through menu, so if you for example find a point on your line chart that seems extra interesting, give it a click and X-ray it! We think you'll like what you see.
![X-ray action in drill-through menu](./images/drill-through.png)
## Comparisons
To see how the value of a bar, point, or geographic region compares to the rest of the data, click on it to pull up the action menu, then select **Compare to the rest**.
To see how the value of a bar, point, or geographic region compares to the rest of the data, click on it to pull up the drill-through menu, then select **Compare to the rest**.
![Compare menu](./images/x-ray-compare-popover.png)
......
......@@ -29,7 +29,7 @@ If you can’t solve your problem using the troubleshooting guides:
- Search for [known bugs or limitations][known-issues].
[app-engine-timeout]: https://cloud.google.com/appengine/articles/deadlineexceedederrors
[configuring-jetty]: https://www.eclipse.org/jetty/documentation/current/index.html#configuring-connectors
[configuring-jetty]: https://www.eclipse.org/jetty/documentation/current/#configuring-connectors
[discourse]: https://discourse.metabase.com/
[ec2-troubleshooting]: https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/TroubleshootingInstancesConnecting.html
[elb-timeout]: https://aws.amazon.com/blogs/aws/elb-idle-timeout-control/
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