Enhanced Drill Through in Dynamic Reports
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Enhanced Drill Through in Dynamic Reports
- 1 Minute to read
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Using Enhanced Drill Through
Drill through functionality in Dynamic Reports is available for:
- Financial Reporting Area
- Transactions
- Translations
- Template lines and sublines
- Capital details for your budgets and forecasts
- Workforce Planning data from GL data
- Data Load Rules data
- Operational Planning (including Preloaded and Forecast type scenarios)
- Consolidation data
From a drill-through report, you can view details for a single or multiple templates. All Financial dimensions, the corresponding currency, and amounts for each period are displayed in the drill-through report for all modules and templates. Columns displayed in the drill-through report are dependent on the module and the template accessed by the user. A Measure column is displayed on the Operational Planning, Capital Planning, Workforce Planning, Translations, Consolidation, and GL Data Load tabs. Source dimensions are displayed for Translations and dates are displayed for Transactions. Budget Entity, Template Lines, Sublines, and Notes are displayed in drill through for Planning templates. Empty columns are suppressed.
All values displayed in a drill-through report inherit data format (decimals, thousand separators, scale, etc.) from their parent cell.
Calculated members, calculations, advanced rules, excel formulas, formula exceptions, rank, and pivot are not supported in drill-through reports.
Note:
This functionality is enabled by default for all new and existing customers.
Topics:
- Drill Through to Transactions and Translations
- Drill Through to Planning and Capital Template Data
- Steps on How to Drill Through to Template Data
- Drill Through Reporting on Preloaded and Forecast Scenarios Populated with Seeded Data
- Drill Through Reporting on Closed Period (History) Data for Forecast Scenarios
- Drill Through Reporting on WFP Data Populated from Workforce Planning
- Drill Through Reporting on GL Data Loaded via Data Load Rules
- Code/Name/Label Display in Dynamic Report Drill Through
- Operational Planning Notes Available in Drill Through Report
- How to Disable Drill Through Functionality
- Important Info on Drill Through
Note:
Template attributes are not displayed in the drill-through report.
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