1. Working with Oracle Smart View for Office
  2. Data and Data Cells
  3. Drill-Through Reports
  4. Drill-Through Report Guidelines

Drill-Through Report Guidelines

Data source types: Oracle Analytics Cloud - Essbase, Oracle Planning and Budgeting Cloud, Oracle Enterprise Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Tax Reporting Cloud

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: If you're using Oracle Enterprise Data Management Cloud to load data for drill-through reports, the Drill-Through Launch option gives you the choice of selecting whether to launch drill-through reports in a browser or on a new sheet, or to 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.

  • 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:

Drill-through is supported on Microsoft Internet Explorer with no additional browser add-on required.

Mozilla Firefox and Google Chrome require a browser-specific add-on for drill-through. If your default browser is Firefox or Chrome, 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.