DRILL DOWN GROUPS:
I guess I am just not 'feeling' the drill down groups. I don't think that the movements between the various zooms (year, month, etc) are graceful. And "moving up" to a different zoom, changes my selelctions which is just annoying. I think that the Cycle Group is working more as I would expect it to... but I am going to need to create some compound date fields do that it aggregates in the "right" way. This seems like a lot of work to handle "time".
I found the setting under |Settings|User Preferences|Design|Design Styling Mode|=Advanced. (Thank you!)
However, it appears that you can not apply this to an existing qvw file ?!? Now that I set the option, I am able to create new QVW files that have the ability to apply this formatting. My existing QVW files still do not have the option though .
It is a bit like having to tell MSWord that you want to use bold before your start typing. Any idea on how to make this feature available in my existing documents so that I don't have to start over?
Re: Advanced Styling: That's because you have changed the user preferences, that will affect to any documents you start from that moment. But you can set the styling mode to Advanced for one document, going to Settings, Document Properties, General tab. That will change all the objects in the current document.
Re: Drill Down and Cyclic Groups: There are many ways to do selections in QlikView. Think of a chart showing Year from 2000 to 2012. If you click on the value 2012 you are actually selecting Year = 2012 to any means. So that will change any other objects available, as if you created a new listbox with Year and selected 2012.
You can even drag to make a selection from 2010 to 2012. That is like if you select using either control or dragging the mouse over the values 2010, 2011 and 2012.
Drill Down groups, as it name implies, are as a "ladder". Obviously, you can create the group with any dimensions, either it makes sense or not. But if you create one logical (Year -> Month -> Date) when you click on 2012 you will see all values for field Month that correspond to selection = 2012. If you click then on Feb you will see all values in Date corresponding to selections Year = 2012, Month = Feb. And so on.
Cyclic groups are not this kind of "ladder". But that means that, following the example above, if you don't select any value, and select "Month" from the cyclic group, you will display the sum of all jan, feb, mar, apr, etc... which may make no sense at all (sum for jan from 2000 to 2012, for example).
So it all depends on what the user expects to see and how do you want them to interact with the application.
Hope that shed some light.
Thanks Miguel for the very thoughtful reply.
Yes, I am aware that I am going to have to create custom date fields in order to get my cyclic group to make sense. But I think ultimately that this will give me more of the control that I am looking for.... Users will still be able to drill in by selecting periods of time but will also be able to zoom in and out on the view.