Drill Up or Down Within a View

Steps for drilling through the pre-defined drill down path in a view:

Drill on Detail

1.   Click on a detail cell to drill to the next defined level by a particular member.

The resulting view displays all Products within the “Wilder Foods – St Louis MO WOB” Customer Ship-To because Product was the next defined level within the view.

OR

1.   Drill down using the view explorer drag and drop functionality.

In the example below, Product Family was clicked and dragged onto Wilder Foods – St Louis MO WOB. The detail for the Product Family within the drilled on Customer Ship-To is shown.

Drill on Header

Drilling in the Navigation Panel or by header cells in the grid takes you to the next available level (up or down in the view) and displays all members for that level.

Note: If you have access to view explorer, you can also drill by header by dragging a level from view explorer and dropping it on an active level in the rows or columns of the grid or Navigation Panel. The next level to display when the grid is refreshed will be the one you dropped into the grid or panel.

Levels that display in blue underlined text in the Navigation Panel can be clicked to do this type of drill by header drilling. Clicking the lowest visible level on rows or column there will take you to the next available level. Clicking on a level that’s higher up in the drilldown path of a view will take you back up to that level. In this example, clicking on the Region level in the Columns section of the Navigation Panel will drill to the RepBroker level.

The results follow.

Clicking on blue underlined text in the header cell of the grid accomplishes a similar type of drilling by header.  In this example, clicking on Customer Ship-To will take you to the Product level and display all its members.

The results follow. Products are subtotaled by their Customer Ship-To’s.

Drill Within a Chart

You can drill-down within a chart just like you can within a view grid. If a drill-down is available, a pop-up label informs you of the drill to level.

When you drill-down within a chart, the drill down is also performed on the view grid and reflected in the Navigation Panel too. The following image shows the results in the chart and grid from the drill-down on the “Wilder Foods – St. Louis MO WOJ” Customer Ship-To.