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Overview
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Top
Top

If the report you are using is designed for drill, you can use Data & Analytics to view the data for your organization at different levels of detail. This capability is called drilling. Drilling down allows you to view your organization's data at a more granular level or you can drill up to see the big picture. The drilling feature allows the flexibility to view the data at just the level you require. Generally, the reports have been set up with the drill mode feature automatically turned on. While you are working with a report you may either drill up or down at any time.


Info
titleTable of Contents


Report Drilling
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Report Drilling
Report Drilling

 When a report has drilling capabilities the drill tool may be turned on. 

Identifying Drill in a Report

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Identifying
Identifying

You can identify if a document you've opened has been enabled for drill in one of the following ways:

  • Drill on the top toolbar appears selected.
  • Drill Up Iconis present in section or column headings. See Figure 1 below.


Figure 1: Drill on Report. Click image to enlarge.

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Enabling/Disabling Drill in a Report (tab)
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Enabling/Disabling
Enabling/Disabling

Even if Drill is not enabled when a Document is opened, drill may still be available. To enable Drill on a given report (tab):

  1. Click Drill on the top toolbar.
  2. The Filter Bar will appear under the top toolbar and Drill Up IconImage Modifiedwill display in the body of the report. 

To disable drill, click on Drill on the top toolbar.

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Performing Drill in a Report (tab)

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Performing
Performing

To drill down:

  1.  Identify that the column or section is drillable by hovering over the data.
    Underline will appear under the data and tooltip will appear stating "Drill Down to ...".     Image Modified
  2. Click on the data to drill down one level. See Figure 1 above.
  3. The data will adjust to the drill level.
  4. The drill-filter applied to the data will display in the filter bar. See Selecting Values for Objects in the Filter Bar


Note
titleNOTE

When you have drilled to the lowest level, hovering over the data will display a tooltip stating "Drill Up to ...". Clicking on the data will drill up one level.


To drill up:

  1. Click the Drill Up IconImage Modifiedto drill up.See Figure 1 above.
  2. The data will adjust to the new drill level.
  3. The drill-filter removed from the displayed data disappears from the filter bar.

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SelectingValues
SelectingValues

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Data Filters - Data and Analytics
Data Filters - Data and Analytics
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Snapshot
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Snapshot
Snapshot

When drilling through a report, you can capture different levels of the report by using the Snapshot feature. These new tabs can be included in the export to Excel or PDF.

Follow these instructions to capture a snapshot:

  1. Click on the down arrow Image Modified to the right of Drill in the top menu bar. See Figure 2 below.
  2. Click on Snapshot.

  3. A tab will be created with a snapshot of the report at it's current drill level.

  4. You can continue to drill on the original tab and take snapshots to add more tabs.

     Image Modified
    Figure 2:     Snapshot. Click image to enlarge.


Info
Advanced Features in Design Mode allow you to rename the tabs before exporting the Document (report).

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