Drill Panel Overview

The Drill panel is used to drill when you set up multiple drill paths and view a report.

Note: Drill options may vary depending on the report and configured Project Defaults.

To drill from one attribute or metric:

You can only drill down when you drill on one attribute or metric using the Drill panel. To drill in other directions, see the next procedure.

Run report in either Grid view or Grid and Graph view.
From the Data menu choose Drill. This displays the Drill panel.
Drop-down lists appear under the names of each attribute and drillable metric on the report. Select an object from a To drop-down list to drill to that object from the attribute. For example, beneath From: Region, select District from the To drop-down list. This allows you to drill from Region to District. To also see the parent attributes on the new report, select the Keep parent while drilling check box.
Click Apply next to the chosen attribute or metric. A new report is displayed that shows the requested level of detail.
To return to the original report results, click Back above the report.
Note: Pressing the Back button on your browser does not return you to the original report results.
To drill up and across from one of the attributes or compound metrics, click the More options link next to the attribute or metric.

To drill from multiple attributes or metrics

Click the name of a report to execute it. The report must be in either Grid view or Grid and Graph view.
From the Data menu choose Drill. This displays the Drill panel.
Click More options next to the drop-down list for the attribute or metric from which you wish to drill. The Drill - Advanced pane is displayed. A new drop-down list also appears. It provides a list of the hierarchies to which you can drill from the selected attribute. The area below displays objects within that hierarchy to which you can drill.
From the drop-down list, select a hierarchy on which to drill. The hierarchies in the drop-down list are updated automatically.
From the area below the drop-down list, select the attribute you wish to drill to.
If you want to see the parent attributes on the new report, select the Keep parent while drilling check box.
Click Apply to launch a new report that shows the requested level of detail.
To return to the original report results, click Back above the report.
Note: Pressing the Back button on your browser does not return you to the original report results.
To return to simple drilling, click Back to simple drill.

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