AX2318

Drill-through requirements

This topic explains the requirements to "drill through" the data in an Axiom file. Plan files and reports support drill-through drilling.

NOTE: You do not need to add a Drilling Control Sheet to a file in order to use the drill through features. The Drilling Control Sheet is only for the custom drilling feature.

Prerequisites

In order to drill through data, drill-through definitions must be defined for the column sequence / target table combinations that you want to drill.

NOTE: The target data (the sub-GL / transactional data) must have been imported into Axiom Software in order to be available for drilling. You cannot point a drill-through definition to data that is outside of the Axiom Software system.

The drill-through definitions map data columns to associated data in a target detail table. The mappings are made by column sequence. For example, you may have a sequence M in the GL2020 data table which holds current year actuals data. You can map each column in the M sequence to the appropriate data in the GLDetail table.

Once you have set up the definitions, you can drill on values in an Axiom file that come from one of the columns in the mapped sequence. To continue the previous example, if a report contains data for CYA1 (column M1 of the M sequence in the GL2020 table), you can place your cursor in a cell that contains CYA1 data and drill to the detailed data in the GLDetail table.

Drill-through definitions are managed in the Table Administration area (Administration > Tables > Table Administration > Drill-Through Manager). For more information, see Drill-Through definitions.

General drilling requirements

In all cases, the sheet must meet the following requirements in order for drilling to be available:

  • The sheet must be defined on the Control Sheet.
  • The Enable Drilling option must be On for the sheet. This is the default setting.

If the sheet is not defined on the Control Sheet, or if Enable Drilling is Off, then the Drill button will be disabled even if drillable content exists on the sheet.

Data that can be drilled

The following data values are eligible for drill-through drilling:

  • Cells that contain a value from a column in a sequence that belongs to a drill-through definition. The value can come from an Axiom query or a GetData function. The query can use the literal column name or an alias.

    NOTE: Calculated fields cannot be drilled, even if the calculated field uses a sequence that belongs to a drill-through definition. The value must come directly from the literal column.

  • If the value came from an Axiom query, then the query must be enabled on the Control Sheet in order to drill it, and Drillable must be set to On.
  • Any filter applied to the value—such as the Data Filter for an Axiom query, or a Sheet Filter—must also be applicable to the target table.

Data that cannot be drilled

The following data configurations are not eligible for drill-through drilling:

  • Horizontal Axiom queries.
  • Axiom queries where the primary table is a system table (such as Axiom.Aliases).
  • GetData functions that are nested within a larger formula. The formula must be simply =GetData(arguments), or else the value is not eligible for drilling.