1. Modeling
  2. Work with data
  3. Drill to transaction

In a module or classic dashboard, use Drill to Transaction to analyze the transaction data from a summary module's source module. 

The Drill to Transaction tool is useful if you have a simple summary module that takes data from a more complex source module. You can drill back from the summary module to the source module to see the component transactions.

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 on a two-dimensional source module.

To use Drill to Transaction, you must have Read access to the source module.