{"title":"Configure a Drill-To definition","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/","link":"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/","description":"Configure Drill-To to link summary values to detailed transactions in underlying modules.","content":"\u003cp\u003eIn this section, a simple \u003cem\u003eDrill-To Definition\u003c/em\u003e will be created that allows users to run a P\u0026amp;L statement and drill to the HR sub-ledger. In the HR sub-ledger, there are details of the employee salaries. However, in the simple P\u0026amp;L statement, only a summary value exists.\u003c/p\u003e\n\u003cp\u003eBegin with a simple P\u0026amp;L statement as shown in the figure below. The \u003cem\u003eDrill-To Definition\u003c/em\u003e will be created in cell E12 and will be configured to drill to the HR sub-ledger.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-1.png\"\u003e\u003c/p\u003e\n\u003cp\u003eFollow these steps to configure this \u003cem\u003eDrill-To Definition\u003c/em\u003e:\u003c/p\u003e\n\u003cp\u003e1. Click on the cell that corresponds to the Amount field for the Expenses section.\u003c/p\u003e\n\u003cp\u003e2. In the \u003cstrong\u003eLayout Editor\u003c/strong\u003e, on the \u003cstrong\u003eDrill-To\u003c/strong\u003e tab, click the \u003cstrong\u003eCreate\u003c/strong\u003e button \u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-2.png\"\u003e to create a new definition*.*\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-3.png\"\u003e\u003c/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eDrill-To Builder\u003c/strong\u003e dialog box opens.\u003c/p\u003e\n\u003cp\u003e3. In the \u003cstrong\u003eName\u003c/strong\u003e field, enter GL to HR Drill.\u003c/p\u003e\n\u003cp\u003e4. In the Module list, open the \u003cem\u003ePayroll\u003c/em\u003e sub-ledger.\u003c/p\u003e\n\u003cp\u003e5. From the \u003cem\u003ePayroll\u003c/em\u003e sub-ledger, drag the dimensions you want to display in the Drill-To report into the \u003cstrong\u003eDrill-To details\u003c/strong\u003e area*.*\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-4.png\"\u003e\u003c/p\u003e\n\u003cp\u003eNext, you must configure the filters used to drill to the values in the sub-ledger. These filters are crucial for setting up the correct \u003cem\u003eDrill-To Definition\u003c/em\u003e. The dimensions used in the original report template can be used so that data from unrelated dimension codes can be filtered out.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-5.png\"\u003e\u003c/p\u003e\n\u003cp\u003eFor this particular example, the \u003cem\u003eAccount\u003c/em\u003e and \u003cem\u003ePeriod\u003c/em\u003e filters reference the drill source account and periods. This means that the \u003cstrong\u003eReport Designer\u003c/strong\u003e will reference the dimension code found in the particular row or column when the \u003cem\u003eDrill-To\u003c/em\u003e feature is used.\u003c/p\u003e\n\u003cp\u003eThe \u003cem\u003eCategory\u003c/em\u003e dimension uses a static filter, whereas the \u003cem\u003eDepartment, Entity,\u003c/em\u003e and \u003cem\u003eScenario\u003c/em\u003e filters use the parameters from the report definition.\u003c/p\u003e\n\u003cp\u003eThe \u003cem\u003eDrill-To Definition\u003c/em\u003e has now been configured and the report is ready to be run.\u003c/p\u003e\n\u003ch2 id=\"use-the-drill-to-option-in-an-executed-report\" class=\"group\"\u003eUse the Drill-To option in an executed report\u003ca class=\"prose-heading-self-link\" href=\"#use-the-drill-to-option-in-an-executed-report\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eRight-click on cell E15.\u003c/li\u003e\n\u003cli\u003eIn the right-click menu, click the \u003cstrong\u003eOneStop Reporting \u0026gt; Drill-To\u003c/strong\u003e menu option.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-6.png\"\u003e \u003cem\u003eFigure: Generated report with the OSR Drill-To right-click option\u003c/em\u003e\u003c/p\u003e\n\u003cp\u003eThe Drill-To result creates a new sheet and displays values based on the Drill-To details and filters that were configured in the above steps.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"/onestopreporting/reporting/reports/report-designer/creating-reports/drilldown/drill-to/how-to-configure-a-simple-drill-to-definition/img/en/word-image-2260-7.png\"\u003e \u003cem\u003eFigure: Drill-To sheet in an executed report\u003c/em\u003e\u003c/p\u003e\n","children":[]}