1. Working with Oracle Smart View for Office
  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.

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

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.

  • 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 these topics in Administering Data Integration for Oracle Enterprise Performance Management Cloud:

  • 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.

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 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 "Installing Browser Add-ons" topic under "Installing Smart View" chapter in Oracle Smart View for Office Installation and Configuration Guide.
  • If drill-through fails in Google Chrome, then Service Administrators can try adding Smart View to the allowlist. See Drill-through with Chrome: Blocklist and Allowlist for Native Messaging.