AX2762

Drilling data: Using Drill Through

You can drill a specific data point in an Axiom file to see the associated sub-GL detail or transactional data. This feature is only available if "drill through" has been enabled for the source data, using a drill-through definition.

The drill-through feature can be used in either report files or plan files.

You can drill data values that result from an Axiom query or from a GetData function. A few limitations apply, and some advanced configurations have special behaviors. For more details, see the topics linked in the See Also box.

Drilling can be disabled on a per sheet level. If drilling has been disabled for a sheet, then the Drill option is disabled while you are on that sheet. This may be done if the data on the sheet is not conducive to drilling.

To drill through the data in an Axiom file:

  1. Place your cursor in the cell that contains the value you want to drill.

  2. On the Axiom tab, in the File Options group, click Drill, and then select the desired drill from the Drill Through sub-menu.

    NOTE: In system with installed products, this option may be located on the Main tab.

    If Drill Through is not listed on the drilling menu, then the selected cell is not eligible for drill through.

A temporary file opens, named Drill_Filename.xlsx. This file contains a drill sheet named Drill_DrillLevel, that shows the results of the selected drill. The top of the drill sheet displays your current drill context.

NOTE: When you drill through data, you drill from the source table to an entirely different table that holds the detailed data. The data results are entirely dependent on the drill-through configuration (unlike drill down, where the drill data is queried from the same table and derived programmatically). If the drill results are not as you expect, please contact your system administrator.

Double-click drilling

If Axiom double-click actions are enabled for the sheet, then you can drill a data value by double-clicking it. In this case, a dialog opens, listing the drilling options for the current selection. Select the desired drill level and then click OK.

See also