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 Links to Report Using Drill - Filter on Selected row. How to link two reports through inference engine?

  • BillTheTBMGuy
  • CostingStandard(CT-Foundation)
Apptio Community Member's profile image
Apptio Community Member posted Tue July 18, 2023 04:45 PM

Good day everyone,

I have two tables namely Project Financial Status (PFS) and Project Detail (PD) in Apptio. PFS  aggregate spends at the project level with other project related information. PD contains Project GL information, with multiple transactions per project and other GL details.  I tried to drill into PD report from PFS report using the Project Number common to both. I get the error message "No relationship between PFS and PD".  If I don't filter I get the entire PD records for the month. While reviewing Links to Report in Help Center, I came across two notifications;

  1. Report links only apply to object-based tables. You cannot link to reports from transform tables
  2. For this option to work, the data in the two reports must be linked through the inference engine

How does these statements relate to the error message I was getting? Also, How can I achieve my objective?

Thank your for you help.


#BillTheTBMGuy
#CostingStandard(CT-Foundation)
Guillermo Cuadrado's profile image
Guillermo Cuadrado posted Wed July 19, 2023 06:03 AM

Hello @Adewunmi Agbato.

The inference engine and object-based tables mean you need to have an allocation line between both tables.

It would seem you already have PFS as an object in the model, otherwise you wouldn't be able to create the report for the drill-down . If so, creating the allocation line should be doable. Of course, you'd need to define PD as a model object. Then, you could define the allocation rule based on Project ID.

I'll see what I can concoct in my test environment, but it will be hard to reproduce yours, for sure!

(later)

I think this is somethink like what you wanted:

I put it together with the following model setup:

As described above, both PD and PFS are model objects, each with their Object ID.

The allocation line is really simple:

See that the Data Relationship is based on Project ID on both sides.

If you need more detail, I could write a longer article on the topic. 

This post might be relevant as well (link).


#BillTheTBMGuy
#CostingStandard(CT-Foundation)

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