AX1557

Requirements to enable data drilling in Formatted Grids

Axiom forms support drill-down drilling by using Formatted Grid components. This drilling feature is not automatically available; it must be specifically enabled and set up within the form.

Drilling requirements

In order to enable drill-down drilling for a Formatted Grid component, the grid must meet the following requirements:

The Grid data source must contain drilling tags to enable the drill, and to flag certain rows and columns as part of the drill configuration. Rows can be enabled or not for drilling, and data columns can be included in the drill results or excluded. For more information on how to set up these tags, see Configuring the Grid data source for data drilling.
The data presented in the Grid data source must be from an Axiom query. GetData functions cannot be drilled in Axiom forms.
The default drilling behavior assumes that the grid does not use the [RowID] tag. If you want to use the [RowID] tag with the grid, then you must also set up a Button component with the Drill button behavior. For more information, see Using a Button component to drill a Formatted Grid.

The Axiom query used to populate the grid must be set up as follows:

The Axiom query must be active and enabled for drilling. This means that the Active and Drillable properties must be set to On for the Axiom query in the default Control Sheet. Additionally, only vertical queries are eligible for drilling.
The Axiom query must have a defined in-sheet calc method, even if the query is update-only. This is because the calc method is carried over to the drill results and used to populate the result grid.
The data in the Axiom query must have associated hierarchies so that users can select the drilling level from a hierarchy, or you must create a DrillLevels data source within the file to specify the available drilling levels. For more information on how to specify the available drilling levels for the drill (hierarchies or data source), see Configuring the Grid data source for data drilling.

If there are no associated hierarchies and no DrillLevels data source, then the data cannot be drilled because there are no drilling levels to choose from.

NOTE: The general drilling options of All Detail and Choose Columns are not available when drilling in Axiom forms. These options are only available when performing a drill down in a spreadsheet Axiom file.

Additionally, drilling is not available in all browsers and/or may require certain browser configuration changes:

Some browsers may require pop-ups to be allowed for the Axiom Software site in order to perform drilling in an Axiom form.
Drilling does not work on the iPad, using either the Safari browser or the Axiom Software iPad app.

Axiom query design considerations

When configuring the Axiom query, note the following design considerations that may impact the drill results.

Configuration	Drilling behavior
Multiple-row calc methods	If the Axiom query uses a multiple-row calc method, the drill results present the drilled data for all rows of the calc method, not just the row that was drilled. Additionally, the number formats for all rows of the drill results will be taken from the first row of the calc method. For example, this means that if the first and second rows are formatted as currency and the third row is formatted as percent, the third row will be formatted as currency in the drill results.
Calc method library	If the query uses a calc method library instead of an in-sheet calc method, then the drill results use the calc method that is applied to the row being drilled (based on the calc method validation column). If the sheet does not use validation (and therefore there is no calc method validation column), then the Default Calc Method for the query is used. If the sheet does not use validation and there is no default calc method, then no calc method is applied to the drill results. This means that the drill results will be empty, so it is required to either use validation or define a default calc method. This only applies to file group files that have access to a calc method library, such as plan files and file group utilities.
Nested Axiom queries	You can drill nested Axiom queries. A nested Axiom query is where the in-sheet calc method of one query is used to build out a second "child" query. The drill results will return data for the Axiom query that the drilled row belongs to. For example, if AQ1 builds out multiple data ranges for AQ2, and you drill a row within an AQ2 data range, then the drill results will be for AQ2. Results depend on how the queries are set up, but in most cases this should return the drill results that you are expecting.
Parallel Axiom queries	You can drill parallel Axiom queries. A parallel Axiom query is where multiple Axiom queries update the same set of rows. The AQ# tags for each query are on the same row. In this case, the drill results will be only for whichever query is listed first on the Control Sheet. For example, if AQ1 and AQ2 update the same set of rows, then the drill results will be for AQ1. Any data for AQ2 will be ignored. Results depend on how the queries are set up; some configurations may provide useful drill results, while others will not. NOTE: If the first query context is invalid for drilling (for example, if AQ1 is disabled or Drillable has been set to Off), then Axiom Software will attempt to drill on the next relevant query—in this example, AQ2.
Update-only Axiom queries	If the refresh behavior for an Axiom query is set to update-only, that query must still have a defined calc method in order for the query data to be drillable. Even though the original Axiom query does not use the calc method, the calc method will be used in the modified query that provides the drill results. The calc method must contain a `[Row]` tag in the Grid control column, so that when the drill result query is run, the query rows will show in the result grid. The calc method must also contain any formulas that you want to display in the drill results.
System tables	Axiom queries to system tables (such as Axiom.Aliases) cannot be drilled.
Alternate aggregations	Use of AxAggregate on a column does not prevent drilling, but in some cases it does not return the values that you might expect on the drill sheet. For example, if AxAggregate(Avg) is used, the average values on the drill sheet will not correspond with the average value on the original row. This is because the sum by on the drill sheet is at a different level, resulting in different average calculations per record. Additionally, if the AxAggregate column also has a column filter, the column is not recognized as valid for purposes of drilling and does not get copied to the drill sheet.
Data Conversions	If data conversion is enabled for the Axiom query, the conversion also applies to the drill down data.
Segmented data	Segmented data is not supported for use with drill-down drilling.