Drill-Through Report Guidelines

Cloud data source types: Oracle Analytics Cloud - Essbase, Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, 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: In Smart View, using the Drill-Through Launch option, you can choose to launch drill-through reports in a browser or on a new Excel sheet, or 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.

  Administrators: For more information on configuring drill-through, see:

  • Using Direct Drill and Using Quick Mode in Administering Data Integration for Oracle Enterprise Performance Management Cloud

  • Using Drilling Through in Administering Data Management for Oracle Enterprise Performance Management Cloud

• Oracle Hyperion Planning data source: You can launch drill-through reports only in a web browser, and not in a new Excel sheet. Ensure that you select the In Web Browser option in Drill-Through Launch in the Advanced tab of Options dialog. For more information, see Setting the Drill-Through Launch Option.

  Service Administrators or users who are familiar with editing the properties.xml file can default the launch of drill-through reports in the web browser using the disableDTLaunchType property present in the Smart View properties.xml file. For more information, see Defaulting and Disabling the Launch Method for Drill-Through Reports.

• 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:

Mozilla Firefox, Google Chrome, and Microsoft Edge require a browser-specific add-on for drill-through. 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.