Description:
Drilling is available for Report Services Documents starting in Strategy 9.0. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. It allows users to retrieve more information after the document has been executed. The new data is obtained by requerying the database at a different attribute or fact level.
Drilling on a Grid/Graph is available in Interactive Mode and Editable Mode in Strategy Web 9.0. Users can drill down, up, or across attributes, custom groups, and consolidations displayed in a Grid/Graph.
- Drilling down allows access to data at progressively lower levels within a hierarchy. For example, if the attribute level displayed for the Geography hierarchy is Region, drilling down would allow user to see information at the State, City, or Store level.
- Similarly, user can broaden the scope of information by drilling up to levels of data increasingly higher within a hierarchy. For example, if time is shown at the Date level, drilling up could display this hierarchy at the Week, Month, or Quarter level.
- Additionally, user can drill across from one attribute level to another, either within a hierarchy or across hierarchies.
How to enable Drilling from Strategy Developer
- Open a document in the Document Editor.
- Double-click the Grid/Graph to enter edit mode. A red hashed border displays around the Grid/Graph, indicating that it is in edit mode.
- From the Data menu, select Grid Data Options.
- In the Categories list, expand General, and then select Drilling.
- Select the Enable report drilling check box.
- Select one of the following:
- Drill anywhere: (the default) All drill paths in the drill map for the dataset report are shown. If the dataset does not have a custom drill map, the drill paths in the project drill map are used.
- Drill within: Users can drill only to objects that are in the dataset report.
- The Keep parent object while drilling option determines whether the original object (the object that the user drills on) appears in the destination report. Select one of the following:
- Default: whether the parent attribute is kept is determined by the drill path.
- Yes: keeps the parent attribute while drilling.
- No: removes the parent attribute while drilling.
- The Keep thresholds while drilling option determines whether thresholds set in the original report are displayed in the destination report (after the drill). Select one of the following:
- Default: whether the thresholds are displayed is determined by the drill path.
- Yes: keeps the thresholds while drilling.
- No: prevents thresholds from displaying while drilling.
- The Inherit across-level subtotal from parent option determines whether the across-level subtotal is inherited from the original report. Select one of the following:
- Default: whether the across-level subtotal is inherited from the parent is determined by the drill path.
- Yes: inherits the across-level subtotal from the parent report.
- No: does not inherit the across-level subtotal from the parent report.
- To select the attributes that appear in the destination reports while drilling, as well as specify the join types for these attributes, click Drill Attributes Join Type. For more detailed instructions, see the Strategy Developer online help.
- Click OK to return to the document.
Below is the editor to enable drilling:
