AX1558
Setting up drilling for Formatted Grids
You can enable drilling in Axiom forms by setting up drill-down drilling for Formatted Grid components. This feature is similar to the drill-down feature that is available for spreadsheet Axiom files in the Desktop ClientGeneral term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop.. Users can "drill down" a row in the grid to see the data in that row at a different level of detail.
For example, the Formatted Grid component can be used to display an Income Statement for the consolidated organization. Users can drill rows in this report, such as a revenue row, to see the data broken out by region, entity, VP, or some other grouping.
When drilling a Formatted Grid component in an Axiom form, the drill results are presented in a new tab. This tab contains a single, simple grid that displays the drilling data. The rows of the drilling data are determined by the selected drilling level. For the data columns, you specify which columns from the original grid are shown in the drill results.
This feature is the only standard way to set up drilling for Axiom forms, however, there are many other ways that you can create custom drilling options within an Axiom form. For example, you can pass a value (such as a selected region or entity) to a second Axiom form via hyperlink, and then display data for that passed value within the second form. Or you can use a selection within the current form to change the data shown in a grid or chart, or to show different grids and charts that are filtered by the selected value.