Drilling on Plan Dimension Values

You can drill on a plan dimension value to see more detail about its data. By clicking on the dimension value name, you can navigate to the record page of the record linked to the dimension value, providing an easy way to access its data.

To send or update the linked records and dimension values from Analytics, you need to set them up in their corresponding input and output datasets. When you update the plan from Analytics, the records are automatically updated and highlighted. You must then save the plan to apply the update.

Notes:
  • When a dimension value has the same name as another dimension value, you can choose the record that you want to drill on by selecting it from a list of records in the Record ID window.
  • All records IDs are automatically cloned when cloning a plan.