Drilling Through from Planning

Planning users can use Drill Through to Source to view the sources used to load the Planning intersections. Intersections that have been loaded by FDM or Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications are flagged to indicate they contain a drillable region.

  To view the sources used to load Planning intersections:

  1. In Planning, right-click a base-level amount that was loaded from FDM.

  2. Select Drill Through to Source.

    FDM launches and the Drill Through from Target System screen is displayed.

    The top pane of the Drill Through window lists all sources that were loaded to the Planning intersection. The bottom pane (Summary tab) provides information about the item that is selected in the top pane.

    From the Drill Through window, you can access the FDM Drill Down window by clicking an amount in one of the rows in the top form. See Viewing Target-Line Source Accounts for instructions.

    Note:

    In order to use this function, it must be enabled from within Planning. Refer to the Oracle Hyperion Planning, Fusion Edition documentation for information regarding Drill Through to FDM.

    FDM allows loading to members or aliases. FDM only stores the information that is loaded into the target system. Drill Through will fail for information loaded to aliases. Oracle does not recommend alias mapping.