Hierarchical Drill-Down Inquiry Setup

Overview

The Hierarchical Drill-Down Inquiry setup procedure defines an inquiry hierarchy of four to six levels of segments. Segments of the chart of accounts can be assigned to each level of the inquiry hierarchy, so that balances are summarized by segment to each level of drill-down inquiry.

The Setup Drill-Down Levels window is used to perform these tasks:

• Set up Drill-Down levels for the ledgers associated to the responsibility in Data Access Set using the profile option GL: Data Access Set.

• Define the chart of accounts segments for a ledger to create drill-down inquiry mapping.

• Submit a concurrent request to generate drill-down mapping.

Hierarchical Drill-Down Example

Each level corresponds to one segment in the chart of accounts.

This table shows an example of a hierarchical viewing structure.

Hierarchy Viewing Structure Example

Inquiry Level	Segment	View Balances for Combination of Segments
1	A	-
2	B	-
3	C	A, B, and C values
4	D	A, B, C, and D values
5	E	A, B, C, D, and E values
6		Display journal lines making up level 5 balances

Prerequisites

Before setting up Hierarchical Drill-Down Inquiry, the Hierarchical Drill-Down Inquiry feature must be enabled.

To enable the Hierarchical Drill-Down Inquiry feature, see Enabling Oracle Public Sector Financials (International) Features Procedure.

Setting Up Drill-Down Levels

To define accounting flexfield segments for a ledger:

1. Navigate to the Setup Drill-Down Levels window.

2. In the Ledger Name field, choose the name of the ledger.

3. In the Segment Name field for level 1, enter the name of the accounting flexfield segment used for the first level drill-down inquiries.

4. In the Segment Number field for level 1, enter the number of the accounting flexfield segment for the first level drill-down inquiries.

5. Repeat steps 3 and 4 for remaining levels.

   Note: You must define a minimum of four levels to generate drill-down mapping.

6. Save your work.

   A concurrent request ID that creates a mapping view for drill-down inquiries is generated.

   Note: A ledger can have only one drill-down. When a drill-down setup is saved for a ledger, the new setup overwrites the existing setup.