Drill through to detailed data

A TM1 modeler can define drill processes and drill assignment rules for a data source. If the TM1 cube, view, or relational table that you are working on contains drill processes or drill assignment rules, you can drill through certain cells to detailed data.

About this task

Watch this video to see how you can perform a drill through in Planning Analytics for Microsoft Excel:

https://youtu.be/h_nu4wOPTiw

Drilling through on a cell provides detailed data on the cell, and shows you information from the data source. You can drill through on cells in Exploration Views, Custom Reports, Quick Reports, and Dynamic Reports.
If your TM1 modeler has defined drill processes or drill assignment rules for a TM1 cube, view, or relational table that you're working with, you can drill through on certain cells in your report. Drilling through on a cell provides detailed data on the cell, and shows you information from the data source. You can drill through on cells in Exploration Views, Custom Reports, Quick Reports, and Dynamic Reports.
Note: Non-admin users require the installation of IBM® Planning Analytics with Watson™ version 2.0.3 IF4 or later to use the drill-through feature.

Depending on the data source, you can perform either a cube drill through or a relational drill through.

A cube drill through is a drill through on a TM1 cube or TM1 view data source. The Drill Through Viewer opens when you drill through a cube or view. The Drill Through Viewer is interactive.
Figure 1. Cube drill through
Cube drill through
A relational drill through is a drill through on a relational table, such as an ODBC or flat file data source. A table viewer opens when you drill through a relational table. The table viewer is non-interactive.
Figure 2. Relational drill through
Drill through table view

Procedure

  1. Highlight a cell and check to see whether the cell can be drilled on. In the IBM Planning Analytics with Watson ribbon, in the data section, there is an icon for Drill Through.
    Drill through
    If the Drill Through icon is enabled, you can drill through on the highlighted cell.
  2. Click the Drill Through icon Drill through icon.
  3. Click the data source that you want to view the detailed data for.
    Drill through icon

Results

A drill through view of the data source for the selected cell appears.
Setting the member count