1. User's Guide
  2. Providing For Detailed Data and Documents in Reports
  3. Setting Up Expansions to Access Detailed Data in Reports

Setting Up Expansions to Access Detailed Data in Reports

You can design a report to display detail rows and columns of a grid at the request of a user.

You do this by enabling the expansion of a dimension that has parent-child relationships among its members. For example, if you enable the Time dimension to expand, users can expand a row that displays quarters into months.

You access detail rows and columns by selecting summary rows and columns from reports that are displayed.

To set up expansions to access detailed data in a report:

  1. Open a report and select a grid.
  2. Select the row or column headings for which you want to enable expansion.
  3. In Heading Row Properties or Heading Column Properties, select Allow Expansion.

Note:

When Hybrid Data is available for a base-level member in Oracle Essbase, an expansion arrow is displayed next to the base-level member and you can expand into Hybrid Data. Expansions are not allowed on rows with line-item-detail or supporting detail, or on columns containing a row with line-item-detail.

If expansions are enabled in any grid rows or columns, you can enable users to expand and collapse all expansions in the HTML Preview of the report.

To enable the Expand All option:

  1. Open a report and select a grid
  2. In Grid Properties, select Allow Expand All.

Considerations:

  • If there are a large number of expansions in the grid, including at multiple hierarchy levels, and there are multiple dimensions in the rows or columns, enabling Allow Expand All can result in poor performance if all sections are expanded. Before enabling this feature, consider your grid design, the number of expansions, and the dimension hierarchy depth.

  • If there are multiple dimensions in the rows and columns with expansions enabled, using Allow Expand All may return different results than if you expand the multiple dimensions manually.

  • If sorting is applied to a grid where an end user performs an Expand All, sorting will not be applied.

  • Performing an "Expand All" action when expandable parents are used in a SUM formula will double count both the expanded parent and its children. When not using "Expand All" and just manually expanding the parent members, the SUM formula returns a correct result.

  • In a report with multiple members in the Page dimension, when performing an Expand All action, only the first Page dimension member is expanded. If the report is exported to Excel, only the first Page dimension member reflects the Expand All action.