Understanding Shared Mode Data in Drill Through

Shared Mode Data in Enhanced Drill Through

For information on how Shared Mode works, please click here.

Now, when Shared Mode is enabled in your application, GL data is displayed under the Operational Planning tab when you’ve drilled through from a Dynamic Report, irrespective of whether the data is posted from the Budget Control Panel or Data Load Rules.

However, when data is loaded using multiple sources within Shared Mode, the data is overridden for a given segment combination resulting is the display of the latest details. This means that the history data is not maintained and Planning templates will be updated with the latest data only after running the Simulation Engine or opening and saving each template.

In applications where Shared Mode is enabled, Entity and Doc Ref/Template columns display as Shared Mode in the Operational Planning tab for the applicable Template Types and Scenarios.

Lines and sublines are displayed if data is posted from the Budget Control Panel. However, the data displayed for each period is pulled from the most recently updated source. If data is uploaded only via Data Load Rules, it is displayed under the Operational Planning tab, but, lines and sublines will be empty and hidden from display.