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How To Work With Market And Product Drills

This article will help guide you to use Market and Product Drills within DotActiv software. We also explain what a drill path is and how to create a new data drill.

Applicable Products: DotActiv Pro, DotActiv Enterprise

What Is A Drill Path

A drill path is a tree diagram representation of your data.

You can use data drills and views to easily navigate through data in the database as well as classify your data.

Creating A New Data Drill

Click on ‘File’, then on ‘Setup and select either Market or Product Drill. In this case, we’ll select ‘Product Drill’.

Creating A New Data Drill

This will open up a Product Drill window; on the left, you will find all of the existing fields from your database. On the right, you can find existing drills that you have set up.

Product Drill Setup
Product Drill - Display Structure

Next, click on ‘New’ on the right. You can then begin adding your fields.

Creating New Drill

To add Fields you can either:

  • Double-click on the field you want to add,
  • Click and drag the field you want to add to the right column, or
  • Click on the ‘Right arrow’ button.
Create New Drill - Add Filters

Refine Your Field List

To refine your Field list, use the section drop down on your left-hand side; select a section. By doing so, the field list will now show only fields that are included in that section.

Refine Your Field List

After you have selected all the fields you want to add to your drill, click on ‘Save’.

Save Your Field List

Please note that you select your fields in the right order.

Give your drill a name and click ‘OK’.

Drill Name

Editing An Existing Drill

Go to the right-hand side setup drop-down menu and select the drill you would like to edit.

Now, you can add or remove fields as required.

Adding and Removing Fields in an Existing Drill

You can also rearrange the order of the fields by using the ‘Shift Up’ and ‘Shift Down’ buttons respectively or by dragging and dropping the field into the position you want it.

Editing an Existing Drill - Shifting Up and Down

Once you are happy with the changes, click ‘Save’.

Using Data Drills

After opening DotActiv, navigate to the ‘Data’ tab and find the Product and Market Drill paths respectively.

Using Data Drills

Click on the desired drill you would like to use to navigate through the data.

A product window will be displayed on the left side and you can use this to drill down into different levels of the saved drill path.

Using Data Drills - Product Drill Path

Drill down the tree to access the desired information.

For example, Category – Sub-Category. Right-click on the desired Sub-Category and select View Data/Images.

Click on the desired Data View created and click ‘OK’.

You can now view the selected data in a data view grid as seen above.

Using Data Drills - Selected Data

In this grid, you can update information. You can then save it permanently to the database. You can also save this data as a CSV.

Updated on September 19, 2019

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