Using Breakout

  1. Open a worksheet containing one or more summary links or create a new summary link, and select a value.
  2. Click Breakout. The Breakout window 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.
  3. Select a non-calculated data output item on which to breakout.
    For example, if the summary link outputs the base amount, then you can add account code to the Output pane. Breakout will then create a dependent worksheet for each account code identified in the summary link.

    Selecting multiple data output items creates a dependent worksheet for each combination of data output items. For example, selecting account code and debit/credit marker results in two worksheets for each account code: one for debit marker and one for credit marker.

    Note: If a large number of dependent worksheets will be created by the selected data output items then a message is displayed, requesting confirmation to proceed.
  4. Click OK.
    A child worksheet is created for each breakout item, or combination of breakout items.

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

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

    If you delete the worksheet containing the summary link, then all child worksheets that are generated by breakout will also be deleted.

    Note: If the original query definition is modified, then you must re-run Breakout before saving the breakout child worksheets in the drill path.