MicroStrategy ONE

Report Data Options dialog box: Drilling

This subcategory allows you to enable drilling and set the drilling options. Drilling allows users to view selected data at levels either higher or lower than that shown on the report displayed.

  • Enable report drilling: Selecting this check box allows the user to select the drilling options for the report.

Select the following drilling options:

  • Select either of the following:

  • Drill anywhere: Allows the user to view associated data, either within the same attribute or across attributes, whether at the same level, a higher level, or a lower level.

  • Drill down only: Allows the user to view lower-level attributes in a given hierarchy.

  • Keep parent while drilling: Retains the parent attribute when drilling. For example, if you drill from State to City, and this option is selected, State remains on the report when City is displayed. The options are:

    • Default: takes the value set in the drill path.

    • Yes: keeps the parent while drilling.

    • No: removes the parent attribute while drilling.

      The Keep parent while drilling setting can be set in either Report Data Options or the Drill Map Editor. Setting this option within the Report Data Options allows the report designer to specify to keep parent automatically whenever a user drills on a report.

  • Keep thresholds while drilling: Retains thresholds when drilling. For example, a threshold is set to bold revenue values greater than $1 million. If you drill from Store to Employee when this option is selected, any revenue over $1 million is shown in bold font. The options are:

    • Default: takes the value set in the drill path.

    • Yes: keeps thresholds while drilling.

    • No: prevents thresholds from being displayed while drilling.

      The Keep thresholds while drilling setting can be set in either Report Data Options or the Drill Map Editor. Setting this option within Report Data Options allows the report designer to specify whether thresholds are kept or removed whenever a user drills on the report.

  • Inherit across-level subtotals from parent: Retains across-level subtotals when drilling. The options are:

    • Default: uses the value set in the drill path.

    • Yes: displays across-level subtotals in the drilled-to report.

    • No: hides across-level subtotals in the drilled-to report. Across-level subtotals are still displayed unless Keep parent while drilling is set to Noand the user drills from the object that is the level of the subtotal.

The Add the current page by element as part of the filter when drilling from section allows you to specify whether the current page-by element is a part of the filter when drilling. The options are:

  • Any page-by field: Select this check box to add the page-by element to the filter only when you drill from a page-by field. The options are:

  • Apply to current page by field: The current page-by element is added to the filter when drilling. For example, if the page-by is set to State and you drill from Store to Employee when this option is selected, the page-by remains as State.

  • Apply to all page by fields: The page-by element is added to the filter when you drill from all the page-by fields of the report.

  • Any other part of the report: The page-by element is added to the filter when you drill from anywhere except a page-by field.

The Drilling filter options allow you to set what elements are included in the filter when drilling. This setting affects only the SQL used to create the report, and not the report results. The options are:

  • Include in the filter only elements of attributes positioned to the left of or above the selected attribute element(s): When you drill on a report, only the elements to the left of and above the selection are included in the SQL for the new report. This shortens the SQL required to create the report. This can be important for reports that generate large amounts of SQL so that the SQL does not exceed the maximum allowable length.

    For example, a report contains the Year and Quarter attributes. If you select a year and drill on Quarter, the report filter contains the year you selected.

  • Include in the filter all highlighted attribute elements: When you drill on a report, all relevant elements are included in the SQL for the new report. This generates more SQL and has no effect on report data. In certain reports it may affect processing time.

    In the example above, if you select this drilling filter option, and then select a year and drill on Quarter, the report filter contains all quarters in the selected year.

Click Drill attributes join type to open the Drill Attributes Join Type dialog box, which allows you to set the join type for the attributes that will appear in the destination reports when drilling.

The Drill attributes join typebutton is not available when you open the Report Data Options dialog box through the Find and Replace menu. It is available only when you open the Report Data Options dialog box for an individual report.

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