Drill-Through Report Guidelines

Data source types: Oracle Analytics Cloud - Essbase, Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Tax Reporting

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

• Supported Oracle Enterprise Performance Management Cloud data sources: You can drill through from your application to detailed data in Data Management 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 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.

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.

From Smart View, when connected to a supported EPM Cloud data source, you can drill through from your application to detailed data in Data Management or FDM data sources. When connected to Oracle Analytics Cloud - Essbase, you can drill through to Oracle General Ledger, data in your relational database or to URLs.

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.