Drill into Transactions
Question
Where and how can I drill into
Transactions?Answer
There are two locations in which a
link to drill into Transactions will display: In the right-click menu on an Actuals
or Plan cell in a Standard Sheet
From Cell Explorer when viewing an Actuals or
Plan number
The option to drill into Transactions will only
appear for Account/Level/Period locations to which at least one Transaction has been
imported. Upon drilling into the Transactions, a default report will be generated
for the Transactions for that location.
It is also possible to drill into Transaction
from a report. Simply click on any value on the matrix report (in html format) and
it will open up the "Explore Cell" window where it is possible to drill to any
associated transactions. Be sure you have 'Make report explorable (HTML only)'
enabled in the report options.
Drilling into an Account, Level, or Dimension rollup will show the
Transactions for all children under the rollup.