Drill Down Examples
Summary Drill Down enables you to view the detail of values returned by summary links. Transaction Drill Down is the same as Summary Drill Down, but goes down to the transaction level.
Summary Drill Down
If a summary link returns Base Amount = $11801.22, then a Summary Drill Down on account code returns:
| Account Code | Base Amount |
|---|---|
| 36100 | 85 |
| 36200 | 77 |
| 36300 | 41 |
| 37100 | 19 |
| Total | 22 |
Transaction Drill Down
If a summary link returns Base Amount = $11801.22, then a Transaction Drill Down on account code returns:
| Account Code | Base Amount |
|---|---|
| 36100 | 85 |
| 36200 | 77 |
| 36300 | 41 |
| 37100 | 31 |
| 37100 | 88 |
| 37100 | 00 |
| Total | 22 |
Breakout
If a summary link returns Base Amount = $11801.22, then a Breakout by account code returns:
worksheet "36100"
| Breakout by (Account Code) | Base Amount |
|---|---|
| 1 | 85 |
worksheet "36200"
| Breakout by (Account Code) | Base Amount |
|---|---|
| 1 | 77 |
worksheet "36300"
| Breakout by (Account Code) | Base Amount |
|---|---|
| 1 | 41 |
worksheet "37100"
| Breakout by (Account Code) | Base Amount |
|---|---|
| 3 | 19 |
Expand
If a summary link returns Base Amount = $11801.22, then an Expand by account code returns:
| (Account Code) | Expand by (Account Code) | Base Amount |
|---|---|---|
| 36100 | 1 | 85 |
| 36200 | 1 | 77 |
| 36300 | 1 | 41 |
| 37100 | 3 | 19 |
| Total | 6 | 22 |