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 Drill report funcationality

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Apptio Community Member's profile image
Apptio Community Member posted Wed April 17, 2024 03:43 AM

Dear All,

Looking forward for a support on drill report. I have a Business Service report which indeed drills down to individual Services and from there to further cost split for each service. Basically, it is 2 level drill down report. The issue I face here is from my parent report to first drill it is applying all the filters which is applied in the parent report but when I further drill from second report to third report I am losing all the filter conditions applied in the parent and second report. Is there a workaround available? or is it the limitation of the drill report? Your suggestions are appreciated.


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Rene Norskov's profile image
Rene Norskov posted Wed April 17, 2024 10:17 AM  Best Answer

Your setup is not entirely clear to me, but it doesn't sound like a limitation of the drill report.

Try adjusting the Drill settings.  You may need to include current report's filters.

You may also want to check the Open As Modal and Show Filter Context Bar for troubleshooting e.g. ruling out any underlying allocation issues.


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Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Thu April 18, 2024 02:48 AM

I have always been intrigued with the options @Rene Norskov mentions. Have tried some, but have never done a 2-level drill. I'll test something.


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Apptio Community Member's profile image
Apptio Community Member posted Sun April 21, 2024 06:23 PM

Hi Rani,

I have successfully built a 2 level drill report suite (Applications -> Vendors -> Cost Source) and it took a couple of goes before I got it right.

From memory the trick here is to make sure that the "middle report", has keys/granularity that link it to both the first top level report AND the 3rd level bottom report.

In your example, it sounds like Service ID from the Business Service object will be enough granularity. Add this to all of your reports (in the filter section is fine).

When setting up the drill in Apptio between your reports, try changing the filter to be "Filter only on selected column". Having the Service ID in all reports should support the drill functionality and link your data. Apptio is not trying to apply filters being inherited from Report 1 -> Report 2 from the other columns there which probably don't exist in Report 2 -> Report 3. I can't remember if I deselected "Include current report's filters".

Hope you get there with something like this.

Mark


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