1. Modeling
  2. Working with Data
  3. Drill Down

Drill Down enables you to drill down, from modules or dashboard grids, to show the formula used to calculate a value and the data cells referenced in that calculation. This is an iterative process and you can continue through many levels until the lowest level of data is reached.

Examples of how you might use Drill Down include:

  • drilling down from a consolidated sales figure to show how it was composed.
  • investigating an expense line in an income statement by drilling all the way down to the general ledger codes from which the expense or income line was derived.
  • drilling down from consolidated staff costs to see a breakdown of the employees working in individual cost-centers.

Formulas are only displayed to administrators. End users only see the data cells referenced by the formulas.

Drill Down and Drill to Transaction provide quite different functions.

Drill Down:

  • enables you to drill down through many levels, potentially from different modules, to show the formulae used to calculate values and the data cells referenced in those calculations.
  • is an iterative process. You can continue to drill down on values until the lowest level of data is reached.
  • does not rely on SUM calculations.

Drill to Transaction:

  • shows the component values of a SUM calculation — you can only drill back to the source module.
  • supports simple SUM calculations – it does not support SELECT or LOOKUP functions.
  • works best from a simple two-dimensional source module.

Drill down from an intermediate level

Drill Down is very flexible and enables you to examine your data from many different viewpoints. You can restart it from any intermediate level.

Closing a Drill Down window closes all windows below, enabling you restart the process on a different cell selection at the intermediate level.

Say you have drilled down five levels on a particular data element and have windows 1, 2, 3, 4, and 5 open. Closing window 3 (which will also close windows 4 and 5) enables you to drill down on a different cell in window 2 to look at your data from a different perspective.

Can I Drill Down on cells from a data import?
Drill Down will take you all the way back to the data cells that were targeted by an import link. You can't drill down to view the raw text file that was used in the import. If you want to see the raw text file, on the Data menu click Import , select the relevant import link, and look at the preview of the source data.

Drill down through transactions

Right-click on a cell (or a group of cells) and either:

  • click Drill Down from the context menu
  • press F8
  • on the Data menu, click Drill Down

Drill Down shows the formula used and the data cells the number came from.

Drill down multiple levels

Press F8 (or right-click and choose Drill Down from the context menu) to drill down a further level. You can go through subsequent levels until you get to the lowest level of data (either entered manually or imported).

Continue to drill down by pressing F8.

Expand the Drill Down selection

As you drill down, you might want to show other rows or columns on the selected page.

To expand the drill down selection select a row or column, then right-click and choose Show All Columns or Show All Rows from the context menu. This displays all rows or columns on that page. It isn't possible to expand the selection beyond this point.

Show all rows

Show all columns

Open the source module

To open the source module from a Drill down dialog on a module or dashboard:

  1. Select the dropdown next to the line item or grid for which you want to open the source module.
  2. Click Open source module.

Note: If Open source module is not selected for a dashboard grid, this option is still displayed in the Drill down dialog.