Support for Drill Through in Direct Connect Models in Both SpotlightXL and Spotlight

Support for Drill Through in Direct Connect Models in Both SpotlightXL and Spotlight

Drill through a Direct Connect model report to retrieve the following source data:

• Transactions
• Translations
• Operational Planning data
• Structured Planning data in shared mode enabled applications
• Seeding (preloaded) data for Preloaded & Forecast scenarios
• Closed Periods data for Forecast scenarios
• Capital Planning data
• Consolidation data
• GL data loaded via Data Load Rules

Drill through is enabled in your reports for a data cell where dimensions, attributes, attribute hierarchies, main hierarchy, alternate hierarchies and substitution variables are used. However, drill through is not supported if multiple Scenarios or multiple members on any other dimensions are selected on the page filters (the ability to select multiple scenarios on the page filter is a new feature available with this release). All drill through reports honor Dimension Security with the exception of drill through data, which additionally honors Budget Entity and Template Access by default.

Drill Through Grid Interaction in Spotlight

When you perform a drill through from a model view, you can interact with the resulting Drill Through report in the following ways:

• Drag and drop a single column, a range of columns, or multiple columns to reorder them
• Adjust the width of a single column, a range of columns, or multiple columns
• Turn filters on or off
• Sort column data in ascending or descending order
• Select the code, name and label display for members

How to Use Drill Through in Spotlight Web?

1. In Spotlight Web, navigate to Dynamic Planning > Analyze.

2. Open any direct access view.

3. Click the Drill Through icon as shown below. The Drill Through report is displayed.

   

   
   
   

4. Select a column or columns to reorder and drag and drop as shown in the image below.

   
   
   

5. Sort the column in ascending or descending order.

   
   
   

6. Turn filters on or off.

   
   
   

7. Display dimension members by code, name, or label (the default is set to label which is name+code). If you change the default to code in the Reporting module, for example, and save then the setting is retained when accessed via Spotlight. You cannot save the setting from Spotlight.

   
   
   

8. Adjust column width as needed.

   
   
   

9. Select to display or hide specific columns.

   For information on Doc Ref, Lines, and Sublines, see Dynamic Reports: Enhanced Drilling on Dynamic Report Output

Important Details:

• Data is displayed in the same currency and formatted as loaded or upon input into the application for QTD and YTD or multi-currency calculations in Drill Through reports,
• Subline amounts are stored in local currency and currency conversions do not exist.
• Calculated members, calculations, and Excel formulas, are not supported in Drill Through reports.
• All template types are supported except for Template based HR, Actual Data Template, and Initiative templates.
• Drill Through is not supported with Multiple POV on a cell.