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

Drill-Through Report Guidelines

This topic contains guidelines for working with drill-through reports in Oracle Smart View for Office.

Cloud data source types: Oracle 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 Smart View, you can drill through to the detailed data in a database as follows:

  • Before beginning drill-through to a web page, open the default browser and log in to the target web application. For example, launch Planning and log in. You must have the application running in the browser before logging in to Smart View.

  • Oracle Hyperion 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 these topics in Administering Data Integration 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.

  • Essbase cloud:

    • 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.