Defining Drill Regions

A drill region is a named region of data intersections in an Oracle Fusion Cloud Enterprise Performance Management application that can be viewed with the drill-through functionality. The data in the drill region is loaded to the Cloud EPM application with Data Integration. 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 Data Integration, and a region name. When you enable drill regions, Data Integration populates them in the Data Integration 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 Oracle Enterprise Performance Management System applications, the drill region includes: Entity, Account, Scenario, Year, and Period dimensions.

Data Integration creates drill region by scenarios. For any cube (Planning plan types or Planning databases), the name of the drill region is FDMEE_<name of the scenario member>. When creating the drill region, Data Integration 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 Data Integration. 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.

Image shows Drill Region.

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.

Drill regions are defined to identify the cells that are drillable in the Cloud EPM data forms. The drill region can be created using two methods:

  1. Auto create—If you enable the Create Drill Region in Application Options, then drill regions are created based on the dimensions selected to participate in the Drill Region. The following dimensions are automatically included in the drill region: Scenario, Period, Year, and Version at the application level. A drill region can be defined at the application level in Application Details. A drill region can be enabled at the integration level in Target Options.

  2. Custom drill region—You can define a Custom drill region using Oracle Essbase member functions. This provides more control and easier maintenance of drill regions. For more information, see Defining Drill Details.