Drill-Through Reports

Data source types: Oracle Essbase,Oracle Hyperion Financial Management, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud

You can drill through to the detailed data in a database as follows:

  • When connected to Planning or Financial Management via Oracle Smart View for Office, you can drill through from your application to detailed data in Oracle Hyperion Financial Data Quality Management, Enterprise Edition or Oracle Hyperion Financial Data Quality Management data sources.

  • Essbase: Depending on how the application was created by your administrator, you can drill through to either Oracle General Ledger or to relational databases.

    Essbase administrators:

    For applications created in Oracle Essbase Administration Services, users can drill through to Oracle General Ledger.

    For applications created in Oracle Essbase Studio, users can drill through to relational databases. You can require a user name and password to access the drill-through report. You can also configure drill-through to URLs.

Predefined by administrators, drill-through reports are available to users from specified individual member cells and data cells. A cell can be associated with multiple drill-through reports. Cells that contain drill-through reports can be indicated on the grid by a cell style.

See Cell Styles.

The data displayed in a drill-through report is dynamic.

Note:

You cannot use alias tables for drill-through; you must use member names.

To access a drill-through report:

  1. Select a member or data cell associated with a drill-through report.

    If you want to display a list of available drill-through reports whenever you mouse over a cell, select Display Drill-Through Report ToolTips on the Advanced page of the Options dialog box.

  2. From the data source ribbon, select Drill-through to display the list of reports associated with the cell.
  3. Select a report from the list.
  4. Essbase only: If required, enter a user name and password.

    Note:

    The user name and password fields are displayed only if required to access the drill-through report. If a user name and password are not required, then these fields are not displayed.

  5. Click Launch.