If data forms contain members whose data is loaded from a source such as FDM or ERP Integrator, users can drill through to view more details for the cell data source. To enable data forms for drill through, complete these tasks when designing data forms:
Within FDM or ERP Integrator, complete setup tasks, and load data or metadata to Planning. See the Oracle Hyperion Financial Data Quality Management Administrator's Guide or Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications Administrator’s Guide. For the current release, you do not need to set properties or configure Planning for FDM.
Give appropriate access permissions, for example, to the data form and members, as described in Setting Up Access Permissions. Drill-through is enabled against all dimensions that are sourced from Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications. If drill-through is enabled in a cell to which a user has write access, the drill-through icon continues to display when users update the cell. However, the update does not tie back to the source data when the user drills through.
For multicurrency applications, all currencies for an entity in the source system can be loaded. Exchange rates are loaded into the exchange rate table in Planning, and currency conversion is completed within Planning.
When users print data forms that include cells with drill-through information, a drill-through icon is displayed in those cells.