Summary Drill Down

Summary Drill Down enables you to view the detail of values returned by summary links. For example, if a summary link query extracts a total Base Amount, then a Summary Drill Down by Account Code will display the individual account codes and values which make up the total Base Amount.

You can also drill down further on previously drilled amounts.

To define a Summary Drill Down:

Open a worksheet that contains one or more summary links, or create a new summary link, and select a value.
Click Summary in Drilldown on the toolbar.
The Drilldown definition dialog box is displayed. In the Filter section of the dialog, the data filter items that are specified in the summary link are displayed. The Output pane lists the items that are output by the summary link.
Select Data Output Items on which to drill down.
For example, if the summary link outputs the Base Amount, then you can add Account Code to the Output pane. In this case, the summary drill down will identify the individual account codes and base amounts which, together, form the total returned by the summary link.
Click OK.

A child worksheet is created containing summary drill down results for each of the selected output items. Optionally, you can drill down on the summary drill down, by running a summary drill down on the results in the child worksheet.

The data output items specified in the summary drill down are used as table headings. If required, then you can change the table headings.

Note: If the original query definition is modified, then you must save the drill path again.