Drilling

Drilling increases or decreases the display of report detail for dimensions with large amounts of level data. It can consist of drilling down (in many forms) or drilling up. Drilling down retrieves more detailed data within a dimension. You can drill down into more detailed data until the lowest level of a dimension as defined in the database outline is reached.

A before and after drill down example is shown below:

Before drilling:

Image shows CubeQuery before drilling

After drilling:

Image shows CubeQuery after drilling

In this example for October, you can drill down to Audio and Visual. Drilling up is the opposite of drilling down, where you move up the hierarchy within a dimension to less detailed data. Query Options enables you to customize the behavior of the drill level. Shortcut menus also control the drill levels.

Note:

You cannot drill down on a Date Time Series member.

  To drill down to more detail:

  1. Select the member.

  2. Double-click the member to drill down using the default Drill Level as defined in Query Options.

    Tip:

    You can also right-click a member, and select Drill, then Down to drill down using the default drill level defined in Query Options.

    Additional drill down options include:

    • Down—Drills down to more dimension detail using the default drill level defined in Query Options.

    • Up—Drills up to less dimension detail.

    • Next—Drills down to the children. This is the default Drill Level. For example, a drill on Year retrieves Qtr1, Qtr2, Qtr3, and Qtr4

    • Bottom—Drills down to the lowest level of members in a dimension. For example, a drill on Year retrieves Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, and Dec.

    • All Descendants—Retrieves data for all descendants. For example, a drill on Year retrieves all quarterly and monthly members.

    • Siblings—Retrieves data for siblings. For example, a drill on Jan retrieves Jan, Feb, and Mar.

    • Same Level—Retrieves data for all members at the same level. For example, a drill on Sales might retrieve values for COGS, Marketing, Payroll, Misc, Opening Inventory, Additions, Ending Inventory, Margin %, and Profit %.

    • Same Generation—Retrieves data for all members of the same generation as the selected member or members. For example, a drill on Sales retrieves COGS, Marketing, Payroll, and Misc.