1. User's Guide
  2. Data and Data Cells
  3. Drill-Through Reports
  4. Drill-Through Report Guidelines

Drill-Through Report Guidelines

Cloud data source types: Oracle Analytics Cloud - Essbase, Planning, Planning Modules, Financial Consolidation and Close, Tax Reporting

On-premises data source types: Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning

From Oracle Smart View for Office, you can drill through to the detailed data in a database as follows:

  • Planning, Financial Management, or supported Oracle Enterprise Performance Management Cloud data sources: 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.

  • Supported EPM Cloud data sources: If you're using Oracle Enterprise Data Management Cloud to load data for drill-through reports, the Drill-Through Launch option gives you the choice of selecting whether to launch drill-through reports in a browser or on a new sheet, or to be prompted to make that choice at run time.

    The Drill-Through Launch option is located on the Advanced tab of the Options dialog. For more information, see Setting the Drill-Through Launch Option.

  • Oracle Analytics Cloud - Essbase:

    • You can drill through to relational databases or to URLs.

    • You can select multiple cells for drill-through to relational data in Excel sheets.

  • Essbase on-premises: You can drill through to Oracle General Ledger, to relational databases, or to URLs.

    Essbase on-premises 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.

Consider these guidelines when working with drill-through reports:

  • 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.

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

Note:

Drill-through is supported on Microsoft Internet Explorer with no additional browser add-on required.

Mozilla Firefox, Google Chrome, and Microsoft Edge require a browser-specific add-on for drill-through. If your default browser is Firefox, Chrome, or Edge, follow the instructions on installing the add-on for these browsers in the Oracle Smart View for Office Installation and Configuration Guide, Installing Browser Add-ons.