Drill Report Woes

Question

Hoping someone can help me here. New to drill reports and so far and they're driving me crazy. 😵

Here's the scenario: I have the report built out nicely for 'Current Month', but when I change that selection to say 'Year to Date' or any other time selection there ... POOF! All of my formatting goes out the window (except for the one month where I originally built it in May21).

I don't get it, but then again, new to drills, so learning! But trying to figure out how to keep my formatting regardless of Time Period selected there at the top of the report. Is that possible?

Tagging @Debbie Hagen and @Jenny Goodwin and if it's something easy and you feel like saying, "Ahem, someone just needs a refresher on reports training" - feel free to say it lol😉 I know that is 100% true! Seems like my entire TBM life I've lived in the model on the CT side. Starting to experiment and learn new things, though, which is what I wanted to do - just really feeling those growing pains haha. 😰

Thanks everyone for your review and ideas!! 🙌

#TBMStudio

Accepted Answer

Hey Jenny -

Question for you, are you on the latest version of Apptio?

I have a very similar style report I have been working on recently, the different time pickers are adjusting my formatting as well. What we did instead of the different time pickers is we have tabs for each specific time selection. Instead of picking a picker, they will select a tab.

Alternatively, I have tried using the "Freeze" button. It does work well in some reports.

Finally, if you select a time period that is breaking and re-arrange the order to your liking, save and check in. I have had good results that way.

Let me know if you have any questions on my above suggestions and if they work out!

Renee
#TBMStudio

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