Using Drill-Through

End users may perform these steps.

Drill-Through provides a way for users to see all the data points that were aggregated to form a particular data cell. When data is copied from Structured Planning, Consolidation, and Reporting applications to HACPM_Financial during Data Download, transaction data is aggregated into analytic data. When the Master model is created from HACPM_Financial, a subset of that analytic data is made available for users to view.

Drill-Through is available from View and Reports. It works only on Master models created from HACPM_Financial or external data sources.

Drill-Through provides visibility into rolled up data in two ways:

• From parents whose children are present in the model.

• From parents whose children are absent in the model.

Parents with Children Present

When viewing rollup data in Dynamic Planning, if you want to see the child data items that were aggregated to the parent, sometimes you do not want to bother zooming in and out or pivoting to see those data items clearly. It is easy to simply select the parent member and then click Drill Through.

In the example below, Employee Benefits for Q1 totals 1100, and the child members for Jan, Feb, and Mar are visible so you can see how the data was derived.

If the child members were not visible, you could select the data cell containing 1100 and then click Drill Through instead to see the child members.

Dynamic Planning opens another tab called DrillThrough. The tab shows the source model, the number of data items that were aggregated, the intersection details, and the list of specific data items. In the example below, the parent data cell for Employee Benefits in Q1 2014 was the cell selected, and it is made up of 3 children that were rolled up to the parent.

Click Go Back to return to the view.

Parents with Children Absent

If the model map was designed to include parent members in the target model but not include the children, Drill-Through will show the data from the child members in HACPM_Financial.

In the example below, Sales & Marketing contains two children and you can see the child data.

If that model is recreated to not include the individual Sales and Marketing departments, then you will have a parent data cell with absent children.

When you click Drill Through, Dynamic Planning shows the data items that were aggregated to form the Sales & Marketing, Employee Benefits, Q1 value.