Lesson: Selecting Drill-Through Reports to View or Customize

After you launch the drill-through process from the Linked Objects Browser dialog box, Integration Services displays the Select Drill-Through Report dialog box under one or the other of these conditions:

The Select Drill-Through Report dialog box displays the list of drill-through reports available for the cells that you select in the spreadsheet. Depending on how a report is defined in Integration Services Console, your access permissions may include only “view,” not “customize.”

The sample report used for this tutorial is the Measures Detail report. You use the Drill-Through Wizard to customize this sample report.

  To customize the sample drill-through report:

  1. In Essdt.xls, select the Measures Detail worksheet.

    Initial Drill-Through Report for Measures Detail
  2. Select Essbase, then Connect, and then connect to the sample database.

    Note:

    A sample database for drill-through is not automatically provided with Integration Services. Contact the person at your organization who installs Integration Services to set up a database for you.

  3. Select Essbase, and then Options.

  4. In Style, under Data Cells, select Integration Server Drill-Through, and then click Format.

    The Font dialog box is displayed.

    Note:

    The style for drill-through cells may be set as blue, bold, and italic because you set the style in the previous exercise. If this is the case, go to step 7.

  5. From Font style, select Bold Italic.

  6. From Color, select Blue, and then click OK.

    In the Essbase Options dialog box, an example of the selected style is displayed in the Sample box.

  7. In Essbase Options, select Display.

  8. In Cells, select Use Styles.

  9. Click OK.

  10. Select Essbase, and then Retrieve.

    In this example, the sample drill-through report is associated with every member intersection at the state level in the East region, so that all data cells associated with an Eastern state and children of Cola are now displayed in blue, bold, italic font.

    Market Detail worksheet of the Sample Basic database in Excel.

  To access the sample drill-through report from Spreadsheet Add-in:

  1. Select a drill-through cell; for example, cell G6.

    Market Detail worksheet of the Sample Basic database in Excel.

    If Integration Services is not running, the drill-through process does not launch properly. If drill-through is not launching properly, contact the Essbase system administrator.

    If you are prompted with the Drill-Through Login dialog box to connect to Integration Server and the relational data source, enter the connection information. The person at your organization who administers Integration Services and develops drill-through reports should provide you with this information.

  2. Select one method to access the Linked Objects Browser:

    • Select Essbase, and then Linked Objects.

    • In Essbase Options (Global page), select Enable Linked Object Browsing.

      This process enables you to double-click a linked object cell to open the Linked Objects Browser dialog box.

      This option works only with single-cell selection. If you select a range of cells, use the Essbase Linked Objects menu command.

  3. Select the drill-through report entry, and then click View/Launch.

    The Select Drill Through Report dialog box is displayed.

    Note:

    In the Select Drill Through Report dialog box, if the Customize button is available, you can customize the report. If multiple drill-through reports are displayed, you can select from the various drill-through reports. In this tutorial, only one report, “Measures detail,” is displayed and customizable.

  4. In Available Reports, select Measures.

  5. Click Customize.

    Note:

    The Customize button may or may not be available for a report, depending on how the report was defined in Integration Services Console.

    The first screen of the Drill-Through Wizard is displayed.

  6. Click Next to display Select Columns and Display Order.

  7. Follow the steps in the topic, Lesson: Selecting and Ordering Columns, to select and order rows for the customized report.