Drill down from the financial reports

When generating a P&L or Balance sheet, it is not possible to view what transaction the amount is made of. you have to either generate a general ledger report or have to chart of account window open at the same time. Simple programs like quickbooks have the functionality to do drill down from any report. we have multiple customers for whom this situation is very aggravating.
We hope you can find a solution or make this part of a new release.
Thank you
Sophie St-pierre

Hi
I hope you will get answer from this solved using pop up window for drill down
Thanks & Regards
Harsimran

Similar Messages

Drill down from the charts of VC

Dear gurus,
   can I realize the functionality of drilling down from the charts of VC?
   For example, I have a bar chart. Can I drill down from each bar of chart to detailed infomation about that bar?
   Please advise. I'll assign points if helpful. Thanks in advance.
Jin Ming

Hi
I hope you will get answer from this solved using pop up window for drill down
Thanks & Regards
Harsimran

Drill through from Hyperion Financial Report (Data Source as Essbase)

Hi All,
I would like to create a Report in Financial Reporting studio by connecting to a Essbase application. Once i open the Report, if i click on Metadata, can it take in to Relational Database tables (Drill through capability) ? Is this option available in FR Studio ? Pls. help
Thanks,
PVR

This link might be helpful to you:
http://www.oracle.com/technetwork/middleware/financial-management/tutorials/obe-fr-erpidrillthru-100179.html
Cheers
Vikas Naidu

Drill down from PDF report

Hi,
Is it possible to drill down to the detail report from the
master report in PDF format in Reports 6i?
Regds,
Ruckmangathan

hello,
a way of inmplementig a drill-down report in PDF would be to
create hyperlinks in your report that link either back to the
same report, passing different parameters or linking to anoother
report.
when a user then displays the report the hyperlinks will enable
to "drill-down" by (re-)executing a report.
regards,
the oracle reports team --pw

Error Message appears when drilling down from a report.

Hi,
I am using CR XI R2.
I have an rpt file that displays a chart from a sub report.
I tested it on the CR designer and report viewer - works ok.
When I display this report in my .Net application, I get an error message when drilling down from this chart : "The Report Application Server failed"
When looking at the log files I see this error message:
4 19 13:11:14.770 5336 5564 (\servers\ras\dtsagent\reporthandler.cpp:11622): CReportHandler::buildReportViewerError: CSResultException thrown. ErrorSrc:"CRPE" FileName:"\servers\ras\dtsagent\reporthandler.cpp" LineNum:11618 ErrorCode:997 ErrorMsg:"" DetailedErrorMsg:""
This is a Viewer error - but when drilling down from the Report Viewer I don't get this exception.
Does anyone know what this mean?

Too strange and my require a phone support case;
http://store.businessobjects.com/store/bobjamer/DisplayProductByTypePage&parentCategoryID=&categoryID=11522300
Three ideas:
1) Install CR designer on one of the boxes where this does not work and try to run the report there
2) Add a line to your code and save out the report just after your database logon once ( .saveAs). try to run this report in the CR designer.
3) Use the [modules|https://smpdl.sap-ag.de/~sapidp/012002523100006252802008E/modules.zip] utility to compare the runtime - both CR and db client between computers that work and those that do not.
Ludek

Cannot drill down from 2nd lowest level to lowest level of hierarchy

In my item master hierarchy, I cannot drill down from the 2nd lowest level (Product Class) to the lowest level (Item Detail).
When I add another level between these 2 levels, then I can drill down from Product Class to this new level, but I cannot drill down from this new level to the lowest level.
Also, if I set the preferred drill path at any level to drill down to the lowest level, it instead drills down to next level down intead of of drilling to the lowest level.
Any thoughts as to why I would not be able to drill to the lowest level of this hierarchy?
Thanks,
Travis

OK, next check, any security in place on the presentation columns which would make the lowest level column unavailable to the user account?
Are you running the report as Administrator?

Drill Down from Chart View

Hi,
I have a Pivot table with Chart view only, I want to drill down from the legend and from teh graph itself, is it possible? If so please let me know the steps involved.
Thank you very much.

UPDATE POST
@SSk
can you try this never i tried,the legend that is coming is a column from your request right?...go to column properties in that you find a option called navigate there you place the navigate report and see if the legend is showing a link below it to navigate
follow this topic navigate value interaction of a column http://gerardnico.com/wiki/dat/obiee/olapoperation_
if it works i would be happy,but never i tried......please try this and tell me did you get or not???
Cheers,
KK
Edited by: Kranthi on Jan 20, 2011 7:14 AM

Cash Management Report FF7B - drill-down from planning levels to AP/AR OIs

Hi
I'm configuring cash management and have created all planning levels and groups needed.
All master data, ie GL accounts, vendors and customers, have the correct planning level or group.
I've created all the groupings etc that I need.
I'm running the reports FF7A and FF7B. I have two questions and problems.
1. When running the Liquidity Forecsat for customers and vendors I drill-down to the standard PL or SL planning levels for AP and AR postings respectively. Then I drill into the planning groups correctly (E1-E9 and R1-R8). But when I try to drill into the cash management detail records (or is it the AP/AR line items?) I get "Memo Records: List - List Contains No Data". This happens every time. Should I now see the AP or AP line items? Or should I see some cash management memo records? I have deleted all the cash management data several times and recreated but I still get this problem (using reports RFFDDL00 and RFFDKU00)
When I do the same for purchase orders, purchase requisitions or sales orders I see a Memo Records List which agrees with the previous planning level total and I can then drill into the actiual POs, PRs or SOs from this list without an issue.
2. When running the Cash Position and I do the drill-down to the GL Line Items, I get an enormous list which does not just show the total of items at the previous planning level. Why is this please? Example: a bank account with a balance of £2,000 (shown on the panning level) but with 000's of line items totalling say £5m. Again I have deleted the CM data and recreated but without any improvement to the problem.
Any help anyone can give me with these issues will be very much appreciated.
Thanks.
Wayne

Hi
I have the same trouble with Tcode FF7B. There´s a message "Memo Records: List - List Contains No Data"; bit in the TcodeFF7A, it runs OK. The message appears just witn Tcode FF7A.
Also, There´s all TR data in tables FDSB for GL accounts, FDSR and FDFIEP for customers/vendors.
Can you help me?? can you solved this issue?
Tanks for your Help

Drill down from a line graph? Make the entire graph click-able?

Guys, i can drill down from other types of charts except a line chart.
Is there anything that is special about the line chart?
Also, can i make the entire graph click-able? So, instead of clicking on a bar to trigger a linked report, can the whole chart be a link basically?
Thanks for your help

There is not special with the line graph..... Just click on the data symbol to drill or navigate. These settings can be found under the "additional Charting Option" button.
regards
John
http://www.obiee101.blogspot.com/

[Forum FAQ] How to use parameter to control the Expand/Collapse drill-down options in SSRS report?

In SQL Server Reporting Services (SSRS), drill-down is an action we can apply to any report item to hide and show other report items. They all are ways that we can organize and display data to help our users understand our report better. In this article,
we are talking about how to use parameter to control the Expand/Collapse drill-down options in SSRS report.
Consider that the report has a dataset (dsSales) with following fields: SalesTerritoryGroup, SalesTerritoryCountry, CalendarYear, SalesAmount.
1. The report has the following group settings:
Parent Group: SalesTerritoryGroup
Child Group: SalesTerritoryCountry
  Child Group: CalendarYear
   Details: SalesAmount
2. Add three parameters in the report:
GroupExpand:
Available Values: “Specify values”
Label: Yes           Value: Yes
Label: No            Value: No
Default Values: “Specify values”
Value: Yes
CountryExpand:
Available Values: “Specify values”
Label: Yes           Value: =IIF(Parameters!GroupExpand.Value="No",Nothing,"Yes")
Label: No            Value: No
Default Values: “Specify values”
Value: =IIF(Parameters!GroupExpand.Value="No","No","Yes")
YearExpand:
Available Values: “Specify values”
Label: Yes
Value: =IIF(Parameters!GroupExpand.Value="No" or Parameters!CountryExpand.Value="No",Nothing,"Yes")
Label: No            Value: No
Default Values: “Specify values”
Value: =IIF(Parameters!GroupExpand.Value="No" or Parameters!CountryExpand.Value="No","No","Yes")
3. Right click SalesTerritoryCountry icon in the Row Groups dialog box, select Group Properties.
4. Click Visibility in the left pane. Select “Show or hide based on an expression” and type with following expression:
=IIF(Parameters!GroupExpand.Value="Yes", False, True)
Select “Display can be toggled by this report item” option, and select “SalesTerritoryGroup” in the drop down list.
5. Use the same method setting CalendarYear, (Details) drill-down with following expression:
=IIF(Parameters!CountryExpand.Value="Yes", False, True)
=IIF(Parameters!YearExpand.Value="Yes", False, True)
6. Click SalesTerritoryGroup text box in the tablix. Select InitialToggleState property in the Properties dialog box, and type following expression:
=IIF(Parameters!GroupExpand.Value="Yes", True, False)
7. Use the same method setting SalesTerritoryCountry, CalendarYear text box with following expression:
=IIF(Parameters!CountryExpand.Value="Yes", True, False)
=IIF(Parameters!YearExpand.Value="Yes", True, False)
After that, when we preview the report, we can use these three parameters to expand/collapse drill-down.
Note:
In our test, we may meet following issue. We can check the expression of InitialToggleState property to troubleshooting the issue.
Applies to
Reporting Services 2008
Reporting Services 2008 R2
Reporting Services 2012

In SQL Server Reporting Services (SSRS), drill-down is an action we can apply to any report item to hide and show other report items. They all are ways that we can organize and display data to help our users understand our report better. In this article,
we are talking about how to use parameter to control the Expand/Collapse drill-down options in SSRS report.
Consider that the report has a dataset (dsSales) with following fields: SalesTerritoryGroup, SalesTerritoryCountry, CalendarYear, SalesAmount.
1. The report has the following group settings:
Parent Group: SalesTerritoryGroup
Child Group: SalesTerritoryCountry
  Child Group: CalendarYear
   Details: SalesAmount
2. Add three parameters in the report:
GroupExpand:
Available Values: “Specify values”
Label: Yes           Value: Yes
Label: No            Value: No
Default Values: “Specify values”
Value: Yes
CountryExpand:
Available Values: “Specify values”
Label: Yes           Value: =IIF(Parameters!GroupExpand.Value="No",Nothing,"Yes")
Label: No            Value: No
Default Values: “Specify values”
Value: =IIF(Parameters!GroupExpand.Value="No","No","Yes")
YearExpand:
Available Values: “Specify values”
Label: Yes
Value: =IIF(Parameters!GroupExpand.Value="No" or Parameters!CountryExpand.Value="No",Nothing,"Yes")
Label: No            Value: No
Default Values: “Specify values”
Value: =IIF(Parameters!GroupExpand.Value="No" or Parameters!CountryExpand.Value="No","No","Yes")
3. Right click SalesTerritoryCountry icon in the Row Groups dialog box, select Group Properties.
4. Click Visibility in the left pane. Select “Show or hide based on an expression” and type with following expression:
=IIF(Parameters!GroupExpand.Value="Yes", False, True)
Select “Display can be toggled by this report item” option, and select “SalesTerritoryGroup” in the drop down list.
5. Use the same method setting CalendarYear, (Details) drill-down with following expression:
=IIF(Parameters!CountryExpand.Value="Yes", False, True)
=IIF(Parameters!YearExpand.Value="Yes", False, True)
6. Click SalesTerritoryGroup text box in the tablix. Select InitialToggleState property in the Properties dialog box, and type following expression:
=IIF(Parameters!GroupExpand.Value="Yes", True, False)
7. Use the same method setting SalesTerritoryCountry, CalendarYear text box with following expression:
=IIF(Parameters!CountryExpand.Value="Yes", True, False)
=IIF(Parameters!YearExpand.Value="Yes", True, False)
After that, when we preview the report, we can use these three parameters to expand/collapse drill-down.
Note:
In our test, we may meet following issue. We can check the expression of InitialToggleState property to troubleshooting the issue.
Applies to
Reporting Services 2008
Reporting Services 2008 R2
Reporting Services 2012

CO-PA Report: Incorrect Drill-Down to Line Item Report result (KE32 / KE34)

Hi There
We have created a CO-PA report and assigned the ability to call up the CO-PA Line Item report (KE24).
When we drill-down from a cell within the report for an actual amount for a specific period, the line item report displays the line-items from the prior period?
Any assistance would be greatly appreciated.
Thanks
peter

hi
add another columns and populate the formula as required.

Hyperlink (Drill-Down) in a Sub-Report

Hi,
I have a report in which I am using on-demand sub-report.
In the Sub-report I added a working Hyperlink to one of the columns to drill-down to transaction details.
However when I run the report I can't drill from the Sub-report. The hyperlink inside of the Sub-report is not working.
Is there any work around to make this to work?
Thank you,
Tanya.

Hi Tanya,
Let's try breaking this down a little bit more granularly. I'd like to know what the formulas in the subreport shows and what the main report shows. It's always a possibility the subreport's formula is returning 0 and passing it properly to the main. So this will show that.
1) The formula in your subreport, just have it do:
WhilePrintingRecords;
shared numberVar Nar_Count;
Nar_Count:=Count ({Command.YTD_NARRATIVE});
Show/Unsuppress the subreport's Report Footer so we can see the formula.
2) Leave the formula in the main reports GF1 as:
WhilePrintingRecords;
shared numberVar Nar_Count;
Do you see a number in both formulas or do you see the number in the subreport but not the main report?
I want to see if the formula in the subreport is working and not just returning 0.
If the formula in the subreport works then I want to know what the formula in the main report is showing.
If this does work:
1) Change the formula in the subreport back to:
WhilePrintingRecords;
shared numberVar Nar_Count;
Nar_Count:=Count ({Command.YTD_NARRATIVE})+Count ({Command.PTD_NARRATIVE})
2) Leave the formula in the main report's GF1 as:
WhilePrintingRecords;
shared numberVar Nar_Count;
Again, what do you see in the subreport and the main report?
Good luck,
Brian

Drill down from Cash Management to SAP Treasury

Hi
I am setting up SAP CM for a client running SAP ERP 6.0 release 603. We want to update SAP Treasury into SAP CM and have succeded in getting some expected cash flows into the cash position report from Treasury. The issue is however that when we want to drill down on the amount and expect to see the Treasury document (for documents where the posting did not reach due date yet), I get this error:
Planning level belongs to Treasury - no matching line items found - Message RQ147.
I can see that this was an issue years back and that SAP Notes corrected it at that time - but we are on the newest version so I cannot use those notes - but I still have the problem
Would be really grateful for an answer
BR
Lone Kejser

Experts,
FSCM : The Treasury u2013 Cash Management Integration.
I have been read the OSS note 93214. All the prerequisities are with the note but we are still getting problem.
Error:
Level E0 belongs to Treasury. No matching line items found
Message no. RQ147
The Planning Level ZZ is BNK and not assigned to any account.
The Planning Level Z1 is BNK and not assigned to any account.
The Planning Level E0 is BNK and assigned to Money Flow Accounts.
I try to various combination of those planning levels in configuration of V_T036V table. But none of them worked.
I run the FDFD many times but still it is not working. Please check the system and support us to solve this. We will planning to go alive at January but still we cannot have an TR u2013CM integrated system.
The table FDT1 is getting some values.
The table FDC1 is empty and not updating.
The System : SAP ECC 6.0
We tried FDFD Tcode, TRCC_SWITCH is marked up, we assigned the company codes to CM OT29, we assigned all flow types to relevant to CM
We have read the following notes; 97298, 332376, 384988. But fot the configuration side I think we are ok. But stil we are getting that error.
Best Regards

Drill Downs in SSRS 2010 reports

Hello, I have a SSRS 2010 report that I’m trying to add some drill down features in List report.
My dataset has the following fields:
NAME
MANAGER
SEC_TYPE
BUYS
SALES
NEW_MONEY
AUM
My Rows groups are:
NAME – Parent Group
SEC_TYPE – Child Group
My columns are in this order NAME , SEC_TYPE, MANAGER , BUYS , SALES , NEW_MONEY,
and AUM. The NAME and SEC_TYPE groupings are visible and the individual fields are hidden.
I would like to add drill downs to report to do the following
Show consolidated view of NAME, BUYS, SALES, NEW_MONEY, and AUM only. Essentially, I want to remove all the detail that SEC_TYPE and MANAGER brings into the report.
2. When a user clicks a textbox it will expand into the view that adds the SEC_TYPE detail to the report.
3. Then when a user clicks another textbox it will expand to add the Manager detail to the report as well.
So I’m basically trying to give the user a very consolidated view and then have the ability to see more data upon request.
I think some of can visibility settings..
Any help would be greatly appreciated.
x

Drill downs are pretty straight forward. You create your tablix so it shows all of the desired data, grouped as you want. Add a Total row to show the summary data when the group details are collapsed. Then in each group properties starting from the Details
and working up, set Visibility to Hide and to be toggled by another control. That control should be the textbox in the cell for the parent group. Continue this to the point that the report initially renders in the desired consolidated view. Each cell that
controls the visibility of child groups will have a + next to it that can be clicked to expand the child groups data.
"You will find a fortune, though it will not be the one you seek." -
Blind Seer, O Brother Where Art Thou
Please Mark posts as answers or helpful so that others may find the fortune they seek.

DRILL DOWN FROM GL INTO AP, AR, PO & INV SUBLEDGERS FROM ORACLE DISCOVERER

Hi,
One of the key functionality , We are looking for ability to query / Drill down from GL into AP, AR, PO & Inv Subledgers from Oracle Discoverer in the Oracle Applications. We are trying to create workbook that will allow users to see summary of GL Balances, then the ability to retrieve transaction details from subledgers via GL. It looks like this is not possible using seeded folders from seeded business area in the applications EUL. It looks like we need to create custom folders to get these sort of reports.
Can this be done using seeded EUL? If yes, Can you please let me know the process and steps involved.
Incase of custom folders, Could you please let me know what are the main tables/views involved for retrieving transactional detail from subledgers like AP, AR, PO & INv via a GL query and relations from the custom folders to Journal Entries and Journal Lines folders.
I highly appreciate your advice on this subject. if anyone has Business Areas and worksheets already constructed that they could send me this would be most welcomed.
Thanks in advance for all your help.
Regards,
Venkanna

Hi
With my little knowledge in Discoverer, I feel this is highly cumbersome process from the EUL to create drilldown to Subledgers using Discoverer 4i.You may have to create and Link several tables and views to get the same.
The Standard drilldown functionality in Oracle works with GL_SL_LINK_ID and Reference columns populated in GL_JE_HEADERS and GL_JE LINES to link the GL Journals to Supplier Payment, Invoice, Inventory Receipt to PO and similarly for other modules.
Hope this helps
Regards
Sivakumar

Drill down from the financial reports

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