Using DrillDown Layout Formats

Basic DrillDown layouts typically have one data row and one data column. These simple layouts take data already selected on a report and expand it in two dimensions. Both columns and rows may specify nPlosion and automatic labeling of inherited and nPloded data.

Note:

A DrillDown layout can be as complex as you like. For example, if you are building a DrillDown layout you expect to be used from a corporate-level management report, you could design it with departments grouped into regions, with nPlosion to detail. If you drill down to this layout from a regional report, PS/nVision filters the layout criteria through the inherited criteria, and all the other regions have zeros.

Because DrillDown layouts are based on a simple matrix, you can set up a library of layouts based on the field and TimeSpan combinations most common for your reporting and analysis needs.

For example, if you frequently select an amount from a summary income statement and expand it to show that amount broken down by individual accounts, you could create a DrillDown layout that uses nPlosion to expand account detail in the rows and that breaks out a TimeSpan to the individual accounting periods in the columns. Alternatively, you might want to see the value broken out by department in the rows and product in the columns.

Let’s say that you specify All Detail Values in the DrillDown layout as the selection criterion for a field, and the cell you are drilling down from on the original report used a specific tree node for its criteria. In this case, the report from the DrillDown nPlodes only the detail values for that tree node, creating a row or column for each in addition to a summary column based on the tree node.

If the parent cell had no criteria for a field specified on the child as all detail values, the child report lists amounts for all values in the specified field.