Using Expand

  1. Open a worksheet containing one or more summary links or create a new summary link, and select a value.
  2. Click Expand. The Expand window is displayed.
    The data filter items, that are specified in the summary link, are displayed in the Filter section. The Output pane lists the items that are output by the summary link.
  3. Select a non-calculated data output item on which to expand.
    For example, if the summary link outputs the base amount, then you can add Account code to the Output pane. Expand will then create a dependent worksheet for each account code identified in the summary link.
    Note: If a large number of dependent worksheets will be created by the selected data output items, then a message appears, requesting confirmation to proceed.
  4. Click OK. A child worksheet is created, displaying the summary link details for each item on which the expand is defined.

    Optionally, you can expand further by running an Expand on the results in the child worksheet. The number of levels you can expand by is restricted by your Q&A DataLink Server.

    All child worksheets that are created by Expand are included in the Current Drill Path in Drill Path Manager.

    If you delete the worksheet containing the summary link, then all child worksheets that are generated by Expand are deleted.

    Note: If the original query definition is modified, then you must re-run Expand before saving the breakout child worksheets in the Drill Path.