Creating the Drill Region

A drill region is a named region of data intersections in an Oracle Enterprise Performance Management System application that can be viewed with the drill-through functionality. The data in the drill region is loaded to the EPM System application with Oracle Hyperion Financial Data Quality Management, Enterprise Edition. In the workspace, you can view the drill region in the data forms of the application.

The drill region stores the uniform resource locator (URL) to get back to FDMEE, and a region name. When you enable drill regions, FDMEE populates them in the FDMEE target application after data is loaded and consolidated. A cell is considered drillable in the target application when it is contained in the drill regions. For EPM System applications, the drill region includes the Entity, Account, Scenario, Year, and Period dimensions.

FDMEE creates drill region by scenarios. For any cube (Oracle Hyperion Planning plan types or Planning databases), the name of the drill region is FDMEE_<name of the scenario member>. When creating the drill region, FDMEE checks if a dimension is enabled for the drill.

Drill regions to the source system work only when there is an identical intersection of the data loaded by FDMEE. For example, if you loaded $5000 to Entity2;Account2 intersection, you cannot drill-through from Entity2;ParentAccount2 since no data was loaded for that intersection.

Members of enabled dimensions selected in data loads, are included in the drill region filter. If no dimensions are enabled, the following dimensions are enabled by default: Scenario, Version, Year, and Period. You can enable additional dimensions, and the subsequent data load considers members of newly enabled dimensions. If you disable any dimensions which were previously included in a drill region used for drill creation, members of such dimensions are not deleted during the subsequent data loads. If needed, you can remove obsolete members manually.

To add a drill region for the FDMEE target application:

  1. On the Setup tab, under Register, select Target Application.
  2. In the Target Application summary grid, select the EPM System target application.
  3. Select the Application Options tab.
  4. In Drill Region, enter: Yes.

    Note:

    Administrators can set the drill region setting at the application level in the Target Application option. Additionally, they can change the setting for a specific target application in data load rules.

    Image shows Drill Region option on the Application Options screen.

  5. Click Save.