My Preferences: Grid category, Drilling

The Grid, Drilling category of the My Preferences dialog box contains settings that apply by default to all grid reports within this project. They can be overridden by similar settings within each individual grid report. These settings are as follows:

Enable report drilling: Allows you to drill in reports. If this check box is cleared, none of the other options in this category are available.

When drilling, offer the following options: Select from the following options:

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

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

• Keep parent while drilling: Retains the parent attribute when drilling. For example, if you drill down 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 in the drilled-to 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 in the drilled-to report.

• Inherit subtotals from parent: Retains the subtotals when drilling. For example, a subtotal is applied across the Product hierarchy on a report. If you drill from Category to Subcategory when this option is selected, a Subcategory subtotal is still displayed in the drilled-to report. If this option is not selected, a subtotal is not calculated across Subcategory. The options are:

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

  • Yes: keeps subtotals while drilling.

  • No: prevents subtotals from being displayed while drilling.

    • Subtotals are not displayed, regardless of this setting, if all of the following are true:

      • The subtotals are calculated by group.

      • The object being drilled to is the same as the group being subtotaled.

      • The Keep parent while drilling option is not selected.

• Add the current page by element as part of the filter when drilling from: Adds the current page-by element 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 in the drilled-to report. The options are:

  • Any page-by field: The page-by element is added to the filter only when you drill from a page-by field. If you select this option, you can also choose one of the following check boxes:

    • Apply to current page-by field: Applies only to the current page-by element.

    • Apply to all page-by fields: Applies to all page-by fields in 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.

• Drilling filter options: Allows you to select whether, when drilling, to keep the child elements in the filter of the drilled-to report. This setting affects the SQL used to create the report, 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 elements: When you drill on a report, these elements are included in the SQL for the new report. For example, a report contains year, country, and revenue. If you highlight a single year and drill to quarter, all the rows for country are highlighted. The year and countries are included in the SQL for the new report.

  • Include in the filter all highlighted attribute elements: When you drill on a report, only the selected elements are included in the SQL for the new report. This shortens the SQL required to create the report, which is important for larger reports so that the SQL does not exceed the maximum length. In the example above, country is not included if this setting is selected.

Related Topics

• Applying default formatting and behavior to grid reports project-wide