Drill Down Wizard

The Drill Down Wizard lets you view detailed information about a SEI formula or a measure in a data extraction. It takes all filters used for a NECFORMULA or data extraction, and creates a table with the selected fields. If multiple formulas exist in a field, you can choose which one to drill into.

You can access the Drill Down Wizard from the Analysis tab of a workbook.

When to use the Drill Down Wizard

• Detailing profiles for easy analysis: Use drill-down profiles to define the level of detail you want to display. You can assign a different profile to each formula and create multiple profiles for the same data model. Profiles are included in the import/export template.

  For example, you can create one profile to break down formula results by document number and ledger posting, and another to show ledger postings for each department.

Drill Down Wizard vs. Drill Down button

Use the following table to understand the differences between the Drill Down Wizard and the Drill Down button:

Tool	Purpose	Behavior
Drill Down Wizard	Create and edit drill down profiles	Opens a dialog where you can configure new drill down definitions and assign fields.
Drill Down button	Apply an existing profile	Opens a side panel and applies a profile to a field. If no profile exists for the selected field, no drill down is available.

Create a drill down

1. Select a cell containing a formula (NECFORMULA) or a measure in a data extraction.
2. On the Analysis tab, select Drill Down Wizard.
3. Choose the profile to display detailed information. To create a new one:
   • From the Profile dropdown menu, select New Profile.
   • Enter a name or description, then click Save.
4. Drag and drop the relevant fields (dimensions, descriptions, or measures).
5. Click Update to only save the profile, or Update and Drill Down to save the profile and display the drill down table. It appears on the right side.

View a drill down

On the Analysis tab, click Drill Down. The Drill Down table appears on the right side.

When you select another formula cell, the drill down table updates automatically using the active profile. From the drill down table, you can:

• Switch profiles using the Profile dropdown menu.
• Copy the drill down table to a new sheet by clicking .
• Toggle filters by clicking .

note

If your data model includes hyperlinks, you can access them from the Drill Down tool. These hyperlinks open in a new browser window and remain functional even if you copy the drill down table to a new sheet.

Create a drill down with multiple formulas in a cell

1. Select a cell that contains multiple formulas (NECFORMULA) in your workbook.
2. On the Analysis tab, select Drill Down Wizard.
3. The left panel lists all formulas in the selected cell. Choose the formula you want to drill down into.
4. Set the appropriate profile and add the fields to customize the drill down.
5. Click Update and Drill Down. The drill down table for the selected formula appears on the right side.

View a drill down with multiple formulas in a cell

1. Select a cell that contains multiple formulas.
2. On the Analysis tab, select Drill Down. The drill down table for the first formula is shown on the right side.
3. To switch formulas, use the Formula dropdown menu and select another formula. The Drill Down Wizard updates accordingly.

Drill Down Wizard properties

The Drill Down Wizard dialog contains all the properties used to configure the drill down and its profile.

Drill Down Wizard properties

Property	Description
Environment	Shows the current environment where the data is used. This field cannot be changed for a drill down.
Data Model	Shows the current data model where the data is used. This field cannot be changed for a drill down.
Profile	Selects the Profile used to show detailed information about the formula.
Show Total Row	Shows or hides the total row of the drill down.
Group By	Specifies the dimensions, descriptions, and measures used to group the data.
Order By	Sorts the data in ascending, descending, or no order.
Aggregation	Applies an operation (Min, Max, Count, Count Distinct, or None) to the field. This aggregation determines how the drill down data is summarized.
Reset Group By	Resets all Group By, Order By, and Aggregation options. Creates a flat list with no grouping.
Delete	Removes the dimension, measure or description from the drill down.
X	Closes the wizard without saving.
Update and Drill Down	Updates the profile and displays the formula drill down.
Update	Updates only the profile.

Profile properties

Once you've created a profile for a drill down, you can return to edit or manage it at any time.

To access the profile properties, select a cell that contains a formula (NECFORMULA), go to the Analysis tab, and select Drill Down Wizard. Then, hover over the right side of the profile dropdown menu.

Property	Description
Set as Default Profile	Automatically loads the selected profile. If no default is set, the feature uses the first available profile for the data model.
Rename	Renames the profile.
Delete	Deletes the profile.