Drill down in Angular Pivotview component

27 Apr 202424 minutes to read

Drill down and drill up

The drill down and drill up action helps to view the bound data in detailed and abstract view respectively. By default, if member(s) has children, then expand and collapse icon will be displayed in the respective row/column header. On clicking the icon, expand or collapse action will be performed automatically through built-in source code. Meanwhile, leaf member(s) does not contain expand and collapse icon.

Drill position

Allows to drill only the current position of the selected member and exclude the drilled data of selected member in other positions. For example, if “FY 2015” and “FY 2016” have “Quarter 1” member as child in next level, and when end user attempts to drill “Quarter 1” under “FY 2016”, only it will be expanded and not “Quarter 1” under “FY 2015”.

This feature is built-in and occurs every time when expand or collapse action is done for better performance.

Expand All

This property is applicable only for the relational data source.

Allows to either expand or collapse all headers that are displayed in row and column axes. To display all headers in expanded state, set the property expandAll to true and to collapse all headers, set the property expandAll to false. By default, expandAll property is set to false.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: true,
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

Expand all headers for specific fields

This property is applicable only for the relational data source.

Allows to expand or collapse all headers for specific fields (only) in row and column axes. To expand headers for a specific field in row or column axis, set the property expandAll in rows or columns to true. By default, expandAll property in rows or columns is set to false.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: true,
            columns: [{ name: 'Year', caption: 'Production Year', expandAll: true }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' , expandAll: true }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

Expand all except specific member(s)

This option is applicable only for the relational data source.

In addition to the previous topic, there is an enhancement to expand all headers expect specific header(s) and similarly to collapse all headers except specific header(s). To achieve this, drilledMember is used. The required properties of the drilledMember are explained below:

• name: It allows to set the field name whose member(s) needs to be specifically drilled.
• items: It allows to set the exact member(s) which needs to be drilled.

The drilledMember option always works in vice-versa with respect to the property expandAll in pivot table. For example, if expandAll is set to true, then the member(s) added in items collection alone will be in collapsed state.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: true,
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

Expand specific member(s)

End user can also manually expand or collapse specific member(s) in each fields under row and column axes using the drilledMembers from code behind. The required properties of the drilledMembers are explained below:

• name: It allows to set the field name whose member(s) needs to be specifically drilled.
• items: It allows to set the exact member(s) which needs to be drilled.
• delimiter: It allows to separate next level of member from its parent member.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: false,
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

Event

Drill

The event drill triggers every time when a field is expanded or collapsed. For instance using this event user can alter delimiter and drill action for the respective item. It has the following parameters:

• drillInfo - It holds the current drilled item information.
• pivotview - It holds pivot table instance.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet, DrillArgs } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings width=width (drill)='drill($event)'></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    drill(args: DrillArgs) {
        //args.drillInfo -> get current drilled information
    }
    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: false,
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

ActionBegin

The event actionBegin triggers when the UI actions such as drill down and drill up begin. This allows user to identify the current action being performed at runtime. It has the following parameters:

• dataSourceSettings: It holds the current data source settings such as input data source, rows, columns, values, filters, format settings and so on.

• actionName: It holds the name of the current action began. The following are the UI actions and their names:

Action	Action Name
Expand	Drill down
Collapse	Drill up

• cancel: It allows user to restrict the current action.

In the below sample, drill down and drill up action can be restricted by setting the args.cancel option to true in the actionBegin event.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet, PivotActionBeginEventArgs } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings (actionBegin)='actionBegin($event)' width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    actionBegin(args: PivotActionBeginEventArgs): void {
        if (args.actionName == 'Drill down' || args.actionName == 'Drill up') {
            args.cancel = true;
        }
    }

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: true,
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

ActionComplete

The event actionComplete triggers when a UI action such as drill down or drill up, is completed. This allows user to identify the current UI actions being completed at runtime. It has the following parameters:

• dataSourceSettings: It holds the current data source settings such as input data source, rows, columns, values, filters, format settings and so on.

• actionName: It holds the name of the current action completed. The following are the UI actions and their names:

Action	Action Name
Expand	Drill down
Collapse	Drill up

• actionInfo: It holds the unique information about the current UI action. For example, if drill down action is completed, the event argument contains information such as field name and the drill information.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet, PivotActionCompleteEventArgs } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings (actionComplete)='actionComplete($event)' width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    actionComplete(args: PivotActionCompleteEventArgs): void {
        if (args.actionName == 'Drill down' || args.actionName == 'Drill up') {
            // Triggers when the drill operations are completed.
        }
    }

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: true,
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));

ActionFailure

The event actionFailure triggers when the current UI action fails to achieve the desired result. It has the following parameters:

• actionName: It holds the name of the current action failed. The following are the UI actions and their names:

Action	Action Name
Expand	Drill down
Collapse	Drill up

• errorInfo: It holds the error information of the current UI action.

app.component.ts

import { NgModule } from '@angular/core'
import { BrowserModule } from '@angular/platform-browser'
import { PivotViewAllModule, PivotFieldListAllModule } from '@syncfusion/ej2-angular-pivotview'



import { Component, OnInit } from '@angular/core';
import { IDataOptions, IDataSet, PivotActionFailureEventArgs } from '@syncfusion/ej2-angular-pivotview';
import { Pivot_Data } from './datasource';

@Component({
imports: [
        
        PivotViewAllModule,
        PivotFieldListAllModule
    ],


standalone: true,
  selector: 'app-container',
  // specifies the template string for the pivot table component
  template: `<ejs-pivotview #pivotview id='PivotView' height='350' [dataSourceSettings]=dataSourceSettings (actionFailure)='actionFailure($event)' width=width></ejs-pivotview>`
})
export class AppComponent implements OnInit {
    public width?: string;
    public dataSourceSettings?: IDataOptions;

    actionFailure(args: PivotActionFailureEventArgs): void {
        if (args.actionName == 'Drill down' || args.actionName == 'Drill up') {
            // Triggers when the current UI action fails to achieve the desired result.
        }
    }

    ngOnInit(): void {

        this.dataSourceSettings = {
            dataSource: Pivot_Data as IDataSet[],
            expandAll: true,
            drilledMembers: [{ name: 'Country', items: ['France'] }],
            columns: [{ name: 'Year', caption: 'Production Year' }, { name: 'Quarter' }],
            values: [{ name: 'Sold', caption: 'Units Sold' }, { name: 'Amount', caption: 'Sold Amount' }],
            rows: [{ name: 'Country' }, { name: 'Products' }],
            formatSettings: [{ name: 'Amount', format: 'C0' }],
            filters: []
        };
        this.width = '100%';
    }
}

main.ts

import { bootstrapApplication } from '@angular/platform-browser';
import { AppComponent } from './app.component';
import 'zone.js';
bootstrapApplication(AppComponent).catch((err) => console.error(err));