1. Administrator's Guide
  2. Managing Forms
  3. Designing Specific Types of Forms
  4. Designing Forms for Drill-Through Information

Designing Forms for Drill-Through Information

If forms contain members whose data is loaded from a source such as Oracle Hyperion Financial Data Quality Management, Enterprise Edition, users can drill through to view more details for the cell data source. To enable forms for drill through, complete these tasks when designing forms:

  • Within FDMEE, complete setup tasks, and load data or metadata to Oracle Hyperion Planning. See the Oracle Hyperion Financial Data Quality Management, Enterprise Edition Administrator's Guide.

  • Give appropriate access permissions, for example, to the form and members, as described in Setting Up Access Permissions. Drill-through is enabled against all dimensions that are sourced from FDMEE. If drill-through is enabled in a cell to which a user has write access, the drill-through icon continues to display when users update the cell. However, the update does not tie back to the source data when the user drills through.

  • For a multicurrency application, all currencies for an entity in the source system can be loaded. Exchange rates are loaded into the exchange rate table in Planning, and currency conversion is completed within Planning.

When users print forms that include cells with drill-through information, a drill-through icon is displayed in those cells.