Enhanced Drill Through in Dynamic Reports

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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