Using Ledger Drill Down

After loading the performance ledger table (PF_LEDGER_F00), you can track data movement to and from the PF_LEDGER_F00 using the drill down feature. You can track performance ledger details and general ledger mapper details.

To build a search for ledger drill down, you must include the business unit, fiscal year, and accounting period when you specify your search keys.

This topic discusses how to:

Specify drill-down criteria.
View drill-down details.

Pages Used to Drill Down on Ledger Data

Page Name	Definition Name	Navigation	Usage
Drill Criteria	PF_DRILLSRCH_TBL1	select EPM Foundation, then select Data Enrichment Tools, then select Profit Manager, then select Performance Journals, then select Ledger Details, then select Drill Criteria	Specify drill criteria for tracking data movement to and from PF_LEDGER_F00.
Drill Details	PF_DRILL_VW2	select EPM Foundation, then select Data Enrichment Tools, then select Profit Manager, then select Performance Journals, then select Ledger Details, then select Drill Details	Review and drill down to the results in the PF_LEDGER_F00 table.

Drill Criteria Page

Use the Drill Criteria page (PF_DRILLSRCH_TBL1) to specify drill criteria for tracking data movement to and from PF_LEDGER_F00.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Profit Manager, then select Performance Journals, then select Ledger Details, then select Drill Criteria

Image: Drill Criteria page

This example illustrates the fields and controls on the Drill Criteria page.

Drill Criteria

Specify the drill criteria on which you want to perform the search. You can add further search criteria by adding a row and selecting the field on which to search. At a minimum, you must specify the business unit, scenario ID, fiscal year, and accounting period.

BUSINESS_UNIT

Select the business unit.

PF_SCENARIO_ID

Select the scenario ID.

FISCAL_YEAR

Specify the fiscal year.

ACCOUNTING_PERIOD

Specify the accounting period.

Field Value

Specify your selections for any additional criteria that you add. The drill-down functions in the order in which you add the rows.

Wild Search

Alternately, you can select this check box to specify any values on which you want to search for the specified field.

When you have entered your criteria, click the Get Drill Data button to initiate your search.

The system retrieves the performance ledger data based on the entered search criteria. You can view the details on the Drill Details page.

Drill Details Page

Use the Drill Details page (PF_DRILL_VW2) to review and drill down to the results in the PF_LEDGER_F00 table.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Profit Manager, then select Performance Journals, then select Ledger Details, then select Drill Details

Image: Drill Details page

This example illustrates the fields and controls on the Drill Details page. You can find definitions for the fields and controls later on this page.

Use this page to view the performance ledger data that is based on your search criteria. You can view scenarios and amounts.

Click the Get More Drill Back Data button to access a detail page for a row of data. For example, if you are viewing data in Activity-Based Management, clicking the Get More Drill Back Data button accesses the ABM Ledger Data page (AB_DRILL_TBL2).