Planning Analytics with Watson

Analyze detailed data by using drill throughs in IBM Planning Analytics for Microsoft Excel

By CHARLIE LE posted Wed July 11, 2018 01:42 PM

  

Drilling through on a cell provides detailed data on the cell, and shows you information from the data source. You can drill through on cells in Exploration Views, Custom Reports, Quick Reports, and Dynamic Reports.

In this post, we'll go through how to can perform a drill through in IBM Planning Analytics for Microsoft Excel.

You can also follow along by watching the tutorial video. This video also describes the difference between a cube drill through and a relational drill through:

  1. Ensure that your TM1 cube, view, or relational table has 
drill processes or drill assignment rules defined. These are defined by your TM1 modeler.
  2. Highlight the cell you want to perform a drill through on.
  3. Check to see whether the cell can be drilled on. If the Drill Through icon is enabled, you can drill through on the highlighted cell.3
  4. Click Drill through.
  5. Click the data source that you want to view the detailed data for.4

And there you have it! Drill throughs in IBM Planning Analytics for Microsoft Excel.

To learn even more about drill throughs in IBM Planning Analytics for Microsoft Excel, see the documentation on the Knowledge Center: https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/t_pax_drill_through.html

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