R365 Intelligence: Report Drill Downs

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This article covers drilling down in R365 Intelligence, an R365 add-on feature.

Data can be drilled down on from an Intelligence Dashboard. Drilling down on data allows it to be viewed at levels other than what appears in the visualization. It is possible to drill down, up, or across attributes and select metrics.


Drill On an Attribute

To drill down on an attribute, first open a dashboard.

Drilling can be done from dashboard view mode or edit mode.

After opening the dashboard, follow these steps:

1) Locate the visualization and attribute or attribute element to drill.

2) Right-click the attribute to open the dropdown menu.

3) From the dropdown menu, select Drill and the object to drill.

When Drill is selected, the drill options available will be all the attributes from the Datasets Panel, aside from the one currently being drilled. It is not possible to drill into a data object that has not been added to the Datasets Panel.


Undo Drilling

To undo drilling, click the Undo button from the top left corner. This method works for drilling done in view mode or edit mode.

If the drill was on an attribute element, drilling can also be removed from the visualization by following these steps:

1) Hover over the visualization to display the remove filter icon in the top left corner, then click the icon.

2) Click Clear Drill Conditions.

3) In the Editor pane, replace or remove any attributes or metrics that were added or removed as part of the drilling.

Example

If Fiscal Year was drilled down to a single Fiscal Month, remove Fiscal Month from the Editor pane and replace it with the original attribute, Fiscal Year.