Drill Options

Owned by Migration
Last updated: Dec 06, 2017 by Jeroen de Soeten (Unlicensed)
3 min read

Introduction

The Drill down can be used in a column list and a row list. Any list item can contain a drilldown list. Drilling down from one list item to another list is only supported in the Financial Statement template, the Multi-Column template and the Home Page template. In the report a '+' sign will appear so the user know there is a drill down available. There are three types of drills: Linked List,  Dynamic Drill or using Shared list as a drill.

CONTENT

Linked List

A fixed linked list is a List linked to a single list and created for the drill-down from a member of that list. The dimensionality of the linked list must be the same as the main list. There is no need for a hierarchical relation between the members of the main list and the linked list. An existing linked list connected to the current one can be selected, or the admin can create a new linked list.

Example:


Example for Column List Drill

Dynamic Drill

A dynamic drill makes use of the hierarchical relation between members. The following options exist for setting dymamic drills:

Type

Description

Children Inclusive

The list will contain all child members of the specified parent. At the end of the list the parent member itself will be added formatted as sum.

Children Exclusive

The list will contain all child members of the specified parent.

Descendants Inclusive

The list will contain all child members of the specified parent. Each list item that is based on parent member will get the same type of drill list attached. At the end of the list the parent member itself will be added formatted as sum.

Descendants Exclusive

The list will contain all child members of the specified parent. Each list item that is based on parent member will get the same type of drill list attached.

Base Inclusive

The list will contain all base/leaf members of the specified parent. At the end of the list the parent member itself will be added formatted as sum.

Base Exclusive

The list will contain all base/leaf members of the specified parent.

In the drill down result of a dynamic drill a total line item with a sum /wiki/spaces/CXO63/pages/109218346 will be automatically added.

Note:If a list uses more than one dimension, then the dimension that should be used for drilling needs to be specified. This can be specified at the list item member level using the 'Drill Dimension' attribute.

Inline Drill

You also have the option to use inline drills in a report. These are the drills which are displayed in the same report area together with the rest of the row items.

The use of inline drills is set in the Design Studio report parameters per report.

When you use inline drills in the report, which includes variance column, the variances for the drill members will also be displayed in the same report area:

Using Shared list for Drill

Besides Linked Lists and Dynamic Drill the admin can also use one of the available Shared lists as a drill. In the Drill field, click on select list. From here any Shared list cam be chosen.

 

See Also