AX2319

Setup for Drill Through

You can drill a value in a report or a plan file to see the sub-GL detail or transactional data associated with that value. For example, you can drill through a sales value in a report to see the detailed sales transactions associated with that value.

"Drill through" requires the following setup tasks before it is available for use in Axiom files:

• The desired sub-GL data must be imported into Axiom Software so that it is available for drilling.
• Drill-through definitions must be defined in Axiom Software to identify the mapping relationships between the source data (the data that you want to be able to drill) and the target data.

Additionally, you may want to enable double-click drilling on certain files.

This section explains the requirements for drill-through drilling, explains how the drill data and drill sheet are created, and discusses design considerations and special behaviors. This information is primarily intended for administrators and report creators, so that they can set up the system and design reports to meet their users' drilling needs.

For more information on how to perform a drill down, see Drilling data: Using Drill Through.