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  • 1.  Dynamic Drill-to Reports

    Posted 08/30/19 11:24 AM

    Hello,

    I have a table that I want to use a drill-to report to give more detail. The main table is built so that the financial metrics are the rows and the columns are each month. Is it possible to have the drill report reflect the month column that the user chooses? Currently I have gotten the drill report to pop up, but it is for the current month (I am working in August development, but I want to explore the numbers from back in May. Can the drill report show May data when I click that column instead of August data).

     

    I've seen videos where the rows can change the drill report, but I wasn't sure if it can be done with columns.

     

    Thanks







    #ApptioPlanning(ITP/ITFMF)


  • 2.  Re: Dynamic Drill-to Reports
    Best Answer

    Posted 08/30/19 03:21 PM

    Hi @Connor Irwin,

     

    I've taken a look into this. The way that table is structured, with the months in columns, it seems that you could create drill-to reports for each month, and link those based on the columns. It sounds to me like that might be quite a bit of maintenance going forward (needing to create new drill-to reports for each month), and quite a bit of work to get things up and running with the creation of all of the tables linked to specific time periods.

     

    Rows are definitely manageable, and can be done like you were saying you've seen in the videos. Columns are trickier and would likely require the creation of separate drill-to reports.

     

    Thanks!

    Katie


    #ApptioPlanning(ITP/ITFMF)