Data Drilldown and Drillup: Regular report, web application

To get detailed or general information about data, use data drilldown or drillup.

Drilldown

Depending on the level of the executed context menu command one can drill down the first ad the second levels.

NOTE. Drilldown is unavailable if the selected data area range contains cells of different data sources and/or elements of different dimensions.

First-Level Drilldown

First-level drilldown requires that the

Drill Down context menu item is selected.

First-level drilldown includes drilldown by hierarchy, drilldown with replacement and fixing, drilldown into relational data.

Data drilldown is available only for the dimension elements, which have child elements. Drilldown moves to a lower level of dictionary hierarchy.

To drill down data by hierarchy:

Select:

One or several table sidehead or heading elements.
One or several table data cells.

Select the Drill Down context menu item.

After executing the operations, all selected data is drilled down:

For dimension elements if they have child elements.
For data cells if intersecting dimension elements in these cells have child elements.

Selection behavior during drilldown depends on the state of the Extend Selection switch:

If the switch is inactive, the selection is rebuilt: all child elements of the lower dimension level are selected.
If the switch is active, the selection is extended: all child elements of the lower dictionary level are added to the existing selection.

If there is no hierarchy or the lowest hierarchy level is reached, dimension elements can be drilled down with replacement of the dimension with the fixed dimension or dimension in source filter.

Dimension elements and data cells can be drilled down with replacement of the dimension with available fixed dimension or dimension in source filter:

If the selected sidehead/heading dimension does not have hierarchy or the lowest hierarchy level is reached, the following happens when the Drill Down item is selected:

Fixed dimension or dimension in source filter, depending on the set order, will be moved to sidehead/heading.
Selection of replacement dimension will be saved or will become full if it was not set before.
Sidehead/heading dimension with saved selection will be moved to fixed dimensions or source filter, depending on the position of the replacement dimension before drilldown.

If the selected cell or cell range in sidehead/heading dimensions does not have hierarchy or the lowest hierarchy level is reached, the following happens when the Drill Down item is selected:

Fixed dimension or dimension in source filter, depending on the set order, will be moved to sidehead.
Selection of replacement dimension will be saved or will become full if it was not set before.
The rightmost dimension with saved selection in sidehead will be moved to fixed dimension or source filter dimension, depending on the position of the replacement dimension before drilldown.

Drilldown into relational data is available:

For data cells obtained using fact dimension aggregation.
If sidehead dimension does not have hierarchy or the lowest hierarchy level is reached.
Dimensions available for drilldown are located higher in the order than the sidehead dimension.

After the Drill Down item is selected, fact tale records are displayed, by which cell value is created as a flat table. The Dimensions area on the Sources panel displays the Source Fields additional dimension located in columns and containing all fact table fields, including the fields that are linked to cube dimensions, and the Row Numbers dimension located in rows.

Second-Level Drilldown

Second-level drilldown requires that the

Drill Down > <Dimension name> context menu item is selected.

Drilldown by aggregated elements is available only when aggregation of fixed dimensions is set up.

To drill down data by aggregated elements:

Select a cell or cell range, which data was obtained as a result of aggregation of fixed dimensions.
Select the fixed dimension, which elements should be drilled down, in the drop-down list of the Drill Down context menu item.

After executing the operations the selected dimension will be moved to the sidehead and will contain the elements used for cell range aggregation.

Drillup

Depending on the level of the executed context menu command one can drill down the first ad the second levels.

NOTE. Drillup is unavailable if the selected data area range contains cells of different data sources and/or elements of different dimensions.

First-Level Drillup

First-level drillup includes drillup by hierarchy and drillup with replacement and fixing.

Data drillup is available only for the dimension elements, which have parent elements. Drillup moves to a higher level of dictionary hierarchy.

To drill up data by dimension elements:

Select:

One or several table sidehead or heading elements.
One or several table data cells.

Select the Drill Up context menu item.

After executing the operations all selected data is drilled up:

For dimension elements if they have parent elements.
For data cells if intersecting dimension elements in these cells have parent elements.

Selection behavior during drilldown depends on the state of the Extend Selection switch:

If the switch is inactive, the selection is rebuilt: all elements of dimension's parent level are selected.
If the switch is active, the selection is extended: all elements of dimension's parent level are added to the existing selection.

If there is no hierarchy or the highest hierarchy level is reached, dimension elements can be drilled up with replacement of the dimension with fixed dimension or dimension in source filter.

Dimension elements and data cells can be drilled up with replacement of the dimension with available dimensions in filter:

If the selected sidehead/heading dimension does not have hierarchy or the highest hierarchy level is reached, the following happens when the Drill Up item is selected:

Fixed dimension or dimension in source filter, depending on the set order, will be moved to sidehead/heading
Selection of replacement dimension will be saved or will become full if it was not set before.
Sidehead/heading dimension with saved selection will be moved to fixed dimension or source filter dimension, depending on the position of the replacement dimension before drillup.

If the selected cell or cell range in sidehead/heading dimensions do no have hierarchy or the highest hierarchy level is reached, the following happens when the Drill Up item is selected:

Fixed dimension or dimension in source filter, depending on the set order, will be moved to sidehead
Selection of replacement dimension will be saved or will become full if it was not set before.
The rightmost dimension with saved selection in sidehead will be moved to fixed dimension or source filter dimension, depending on the position of the replacement dimension before drillup.

Second-Level Drillup

Second-level drillup requires that the

Drill Up > <Dimension name> context menu item is selected.

Drillup by aggregated elements is available only if aggregation of fixed dimensions is set up.

To drill up data by aggregated elements:

Select a cell or cell range, which data was obtained as a result of aggregation of fixed dimensions.
Select the sidehead dimension, which elements should be drilled up, in the drop-down menu of the Drill Up context menu item.

After executing the operations the selected dimension becomes the fixed one, and all elements of this dimension are selected. In other dimensions' rows and columns selection is not changed according to the selected cell/cell range, for which drillup was executed.

Dimension Replacement

Replacement is also executed when the

Drill Down/

Drill Up item is selected if the lowest/highest hierarchy of the dimension is reached or if the dimension does not have hierarchy.

Moving to Level

Undoing the Last Step

To return to the previous step during drilldown, drillup, replacement, and moving to level, select a cell, cell range, one or several dimension elements and select the

Back context menu item.

Restoring to Original State

To undo all changes during drilldown, drillup, replacement, and moving to level, select a cell, cell range, one or several dimension elements and select the

To Original State context menu item.