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Formula Drill Down

The Formula Drill Down feature lets you explore the raw data behind a result returned by a NecAccess formula. This enables deeper analysis by showing which records contribute to the calculated value.

When to use the Formula Drill Down​

  • Investigating the data behind a result: See the detailed records that make up a formula’s output.
  • Understanding which source entries are included: Trace which data points from your ERP or data model are included in the calculation.
  • Auditing or validating amounts: Confirm values without manually exporting or filtering the source data.

Drill down into a formula​

  1. Select a cell that contains a NecAccess formula result.
  2. Do one of the following:
    • Right-click the cell and select Formula Drill Down, or
    • In the Add‑ins tab, select Formula Drill Down.
  3. Choose the fields to include:
    • Select All fields, or
    • Select Specific fields to choose and reorder them.
  4. (Optional) Check Default Drill Down to skip this dialog in future drill downs.
  5. Click OK. A new worksheet is created with the drill-down results.
note

If the formula uses a Reporting Tree node, it is automatically applied as a filter.

Default Drill Down​

The Default Drill Down option allows you to bypass the field selection dialog when drilling down. Once enabled, your last configuration (or all fields) will be reused automatically.

This is especially useful when you regularly drill down using the same fields and want to speed up the process without having to configure the options every time.

You can enable or disable this option in the Drill Down dialog before confirming the action.

Example​

Retrieve the list of document numbers that represents the sum of Ledger Posting.

  1. Select the cell containing the NecAccess formula.
  2. Select Formula Drill Down in the Add-ins tab.
  3. Choose Specific fields.
  4. In the list, select Document Number, Document Description and Ledger Posting.
  5. Click OK. A new worksheet is created showing the detailed records contributing to the sum.

If a field is configured with a hyperlink format in the data model, its values appear as clickable links in the drill down results.

Hyperlinks are recognized for field values that begin with http:// or https://. Clicking a link will open the target address in your browser. Other formats such as Markdown or HTML are not supported.