Drilling Through to Source Data

Data is loaded from a source using Data Management or Planning's import and export functionality. You can drill through to view details of the data source.

When working with forms that contain drill-through information, consider that for a multicurrency application, all currencies for an entity in the source system can be loaded. Exchange rate conversions are done within Planning.

  To drill through to source data:

  1. Open a form containing loaded source data.

    The following may display:

    • attachment—The cell has an attachment

    • comment—Comments are attached to the cell

    • drill through—You can drill down on this cell

  2. Click twice in a cell that contains the source data on which you want to drill down, and then click drill through.