AX3661

Drill-through definition properties

The following properties are available for drill-through definitions in the Drill-Through Definition Editor dialog.

General Details

This section defines the basic details for the drill-through definition.

Item	Description
Name	The name of the drill-through definition. This name will display on the drill menu, so it should be brief and intuitive. For example, if the definition defines a drill to transaction-level detail, the name could be "Transactions" or "Transaction Detail".
Target Table	The name of the table that provides the drill-through data. You can select any data table. For example, actuals data may be stored in a table named GL2020, and you want to be able to drill that table to the transaction data held in the GLDetail table. In this case GLDetail is the target table. If you change the target table for an existing definition: Any columns in the Drill Target Columns section will be cleared. You must select new columns that relate to the new target table. Column filters are retained and validated against the new table. If the column filter is not valid in the context of the new table, the filters are highlighted in red and must be changed.
Description	Optional. A description for the drill-through definition. The description only displays in the Drill-Through Manager.

Item

Description

Name

The name of the drill-through definition. This name will display on the drill menu, so it should be brief and intuitive.

For example, if the definition defines a drill to transaction-level detail, the name could be "Transactions" or "Transaction Detail".

Target Table

The name of the table that provides the drill-through data. You can select any data table.

For example, actuals data may be stored in a table named GL2020, and you want to be able to drill that table to the transaction data held in the GLDetail table. In this case GLDetail is the target table.

If you change the target table for an existing definition:

Any columns in the Drill Target Columns section will be cleared. You must select new columns that relate to the new target table.
Column filters are retained and validated against the new table. If the column filter is not valid in the context of the new table, the filters are highlighted in red and must be changed.

Description

Optional. A description for the drill-through definition.

The description only displays in the Drill-Through Manager.

Mapped Sequences

This section specifies the column sequences that are mapped to this drill-through definition. These are the columns that users will be able to drill in Axiom files.

NOTE: Although this section allows you to specify multiple sequences, in most cases each drill-through definition will only have one selected sequence. Each drill-through definition has one set of column filters to determine the appropriate drill data in the target table, so if you do specify multiple sequences, they must be able to use the same column filters. This will only apply in certain rare cases.

To add or remove a sequence, click Edit Mapped Sequences to open the Select Sequences dialog. This dialog displays any table that has a column sequence that matches the number of columns for the drill-through definition. For example, if the drill-through definition has 12 columns, you can select any column sequence that has 12 literal columns or 12 effective columns.

"Effective columns" takes into account the start period of the sequence. For example, if the sequence has 6 columns but the start period is 7, the sequence has 12 effective columns because the sequence covers periods 7-12. When you drill on the "first" column of the sequence, it will return data based on the column 7 filter in the drill definition.

To find the desired column sequence, you can filter the list by typing into the filter box, or you can change the view to display tables by table, table type, or folder.

Column Filters

This section defines the drill filters to associate with each column in the mapped sequence.

This filter is applied to the target table when drilling on a column from the mapped sequence. If you drill the first column of the sequence, the filter specified for Column 1 is applied to the drill query. For example, if the mapped sequence is "Months" from table GL2020 (columns M1-M12), then the filter that you want applied when column M1 is drilled is something like YearMo=202001.

You must specify a filter for each column. You can type the filter into the filter box, or you can use the filter wizard .

IMPORTANT: The column filters determine the data that will be returned when performing "drill-through" drilling. It is important that the column filters correspond appropriately to the columns in the mapped sequences, or else drill results will not be as you expect.

Drill Target Columns

This section defines the columns to be displayed on the drill sheet when this drill is executed.

To add or remove a column, click Edit Drill Target Columns to open the Select Columns dialog.

You can select any column from the target table, and any column from a lookup table for the target table. For example, if the target table is GLDetail and uses key columns of DEPT and ACCT, then you can select any column from the GLDetail table, the DEPT table, and the ACCT table.

Columns will display in drill sheets in the order listed in the Drill Target Columns list. To move a column, select the column in the list and then use the arrows to move it up or down.