AX2313

Setup for Drill Down

You can drill a row in a report or a plan file to view the data at a different level of detail. For example, if the data in a row is currently displayed at the Dept.Region level, you can drill down to view it at the department level.

"Drill down" is enabled automatically on any data that meets the drilling requirements. By default, you can drill to the "bottom" of the data (showing all details, meaning all key columns), and you can manually select columns for drilling. However, for the most intuitive and useful drill-down experience, one or more hierarchies should be set up for your data.

To set up drill-down drilling, you can:

  • Define hierarchies to create predefined drilling paths for specific dimensions and groupings
  • Set up the original data query and sheet formatting for optimal drill results
  • Enable double-click drilling for a particular sheet

This section explains the requirements for drill-down 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 Down.

Drilling in Axiom forms and web reports

The information in this section applies when setting up drilling for a spreadsheet Axiom file to be used in the Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop.. You can also set up drilling for Axiom forms and web reports, but the setup and behavior is different. For more information, see the following: