Drilling Through to Detailed Data

TM1® provides drill-through capabilities that let you click on a cell in a cube view and drill-through to detailed data, which provides additional information or context for the cell. The detailed data is usually an extract from a relational database or a cube view.

Before you can use the drill-through feature, a drill process and drill assignment rule must be defined for a cell. Creating drill processes and drill rules are advanced procedures that are described in TM1 for Developers.

This section describes how to use drill-through features after processes and assignment rules are in place. The procedure for drilling through to detailed data is identical in the Cube Viewer, In-Spreadsheet Browser, and slices. When you create a slice from a view, any drill-through options available in the source view are also available in the slice.

Procedure

  1. Right-click the cell for which you want to view detailed data.

    If a drill process and assignment rule are established for the cell, the Drill command is available.

  2. Click Drill.

    If the cell is associated with a single source of detailed data, the data opens in a new window.

    If the cell is associated with two or more sources of detailed data, a list of the data sources display. Select the source you want to view and click OK.

    When the detailed data resides in a cube, a new instance of the TM1 Cube Viewer opens, displaying the detailed data. You can see an example of this in Drill-Through Example.

    When the detailed data resides in a relational database, TM1 displays the data in a Relational Drill-Through viewer.

    You can copy selected data from this window to the Clipboard.

    • To select an adjacent range of cells, click the first cell in the range, hold down SHIFT, and click the last cell in the range.
    • To select a non-adjacent range of cells, hold down CTRL, and click each cell in the range.
    • To select all cells in the Relational Drill-Through viewer, click Select All Records All Records icon.
    • To copy selected cells to the clipboard, click Copy Copy icon.