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Drilling Data Up and Down

 

Drilling is a technique that enables you to quickly navigate through worksheet data, finding the answers to the questions facing your business.

The drilling to detail technique enables you to look at the values making up a particular summary value. Also, you can drill to related items, adding related information that is not currently included in the worksheet.

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Drilling to a related item:

  • Let’s first create a copy of the worksheet to work with in this example. To do this, move to the worksheet discussed in the preceding example and select the Edit | Duplicate Worksheet | As Crosstab menu of Discoverer.
  • In the Duplicate as Crosstab dialog, just click OK. As a result a copied worksheet should appear in the workbook.
  • On the worksheet, right-click the Maya Silver item and select Drill… in the pop-up menu:

 

img25

 

 

As a result, the Drill dialog should appear.

  • In the Drill dialog, select Drill to a Related Item in the Where do you want to drill to? select box and then choose the Orddate:Day item, as shown in the following screenshot:

As a result, the Drill dialog should appear.

 

img26

 

  • Then, click OK to close the dialog and rearrange the data on the worksheet. The reorganized worksheet should now look like the following one:

 

a

 

 

  • Right-click the Maya Silver item and select Drill… in the pop-up menu. In the Drill dialog, select Drill to a Related Item in the Where do you want to drill to? select box and then choose the Category item. Next, click OK.
  • On the left axis of the worksheet, drag the Orddate:Day item (the third from the left) to the second position within the same left axis, just before the Category item.

 

As a result, you should see that the data on the worksheet has been rearranged as shown in the following screenshot:

 

b

 

 

Drilling up to summarize data at a higher level:

  • To open the drill menu associated with the Jan item, click its drill icon.
  • The same can be done through the Drill dialog, which you can open by clicking the Drill… command in the pop-up menu associated with each item on the worksheet.
  • The resulting worksheet should look like the following one:

 

c

 

 

So, after the drill-up operation discussed in this section, the worksheet now shows the data aggregated at the Quarter level.

Drilling from a graph:

It’s interesting to note that Discoverer enables you to drill from the graph associated with a worksheet.

 

d

So the result worksheet would look like the following one:

 

e

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