We use cookies to provide visitors with the best possible experience on our website. These include analytics and targeting cookies, which may also be used in our marketing efforts.
This website stores data such as cookies to enable essential site functionality, as well as marketing, personalization and analytics. By remaining on this website, you indicate your consent.

Drill deeper into your data with Drivetrain’s new Multi-Select feature!

Compare your data in multiple dimension to answer your most complex questions.
Aniket Kumar
March 9, 2023
4 min
Table of contents
Subscribe to our blog
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Summary

Recently, we introduced a great new feature in Drivetrain called Pivot to help our users build out more robust views of their data with configuration capabilities to make data visualization more flexible than ever.

Now, with our new Multi-Select feature, users can drill down into the views they create with Pivot to take their analysis even further! Multi-select allows users to selectively compare any number of elements within the dimensions they’ve chosen. 

Drivetrain’s Multi-Select feature is intelligent, too. Any aggregations and calculations you have set up for that view will intuitively change in response to the changes you make in your selections. 

Let’s look at an example using some dimensions as page filters…

When you open a view you’ve created in Drivetrain, by default, all the different dimensions you’ve included in that view appear automatically. In the example screenshot below, you have three different deal stages. 

Screenshot of view in Drivetrain with all dimensions automatically selected.
Default view in Drivetrain with all dimensions automatically selected.

So, let’s say you want to compare how many deals you’ve closed with how many you still have open. With Multi-Select, you simply uncheck the “Closed lost” box.

Screenshot showing how you can deselect the dimensions that you want to filter out in the Drivetrain view.  
De-selecting different dimensions to filter out what you don't want to see in your view.

And, the view automatically recalculates the number of deals in your pipeline based on open and closed and allows you to drill into the data even further to see how many came from inbound and outbound leads.  

Screenshot showing the filtered view with new values calculated on the fly.
The filtered view with new values calculated on the fly.

Multi-Select works even better if you have added Scenarios/Versions as page filters. In the example below, we’ve chosen to use Scenarios. In order to make the dimensions multi-select, we have checked the box to show the page filter as rows. 

Screenshot showing how to add Scenarios as page filters.
Adding Scenarios as page filters.

‍‍‍‍When we look at our data, all the values for our filter are selected by default. But with Multi-Select, we can now pick and choose which of these values we want to compare.

Screenshot showing how to use Multi-Select to choose the values you want to compare.
How to use Multi-Select to choose the values you want to compare.

‍In this example, by deselecting the “worst case” value, our view automatically shows us just the results for “base case” and “best case”.

Screenshot showing how Multi-Select intelligently filters your data based on the values you choose to compare.
Example of how Multi-Select intelligently filters your data based on the values you choose to compare.

These are simplified examples, but it’s easy to imagine how Multi-Select, combined with Pivot, would help you easily filter the very large and complex data sets finance teams typically work with on a day-to-day basis. And, the best thing is, all the underlying data and calculations you have built into your view remain intact. 

Are you ready to start asking deeper questions of your financial data? Contact us today to learn more about Drivetrain and the many features it provides to make FP&A easier.

Ready to start your journey?
Book a Demo
The only financial model template you'll ever need—just plug in your actuals to see projections
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.