Report Studio

Setting Up Drill-through Access in a Report

Set up drill-through access in a report to link two reports containing related information.

You can then access related or more detailed information in one report (the target) by selecting a data item value from another report (the source). In addition, you can pass parameter values from the source report to the target report. This means that you can filter the target report using the same prompted filter values in the parent report.

When you define the drill-through path in Report Studio, you can pass a value from a different data item that is hidden from the user for display purposes but still in the query. For example, users see the Product Name data item and can drill through on that item, but the drill-through definition passes the Product Number value for the product name the user chose. You can also define the target parameter to accept multiple values or a range of values from the data item in the drill-through source report or to accept a value from a parameter in the source report.

Drill-through definitions that have been authored inside a Report Studio report appear in the source report as blue underlined links. Users click the hyperlink to select the value they want passed to the target and to drill through to the target report. If a user selects multiple items within a single column then when the drill-through target report is run, the values from each selected row are passed to the target parameters. This occurs as an and condition.

You can also drill through within the same report by creating bookmarks, and create drill-through definitions in the package. Users can use package drill-through definitions to navigate to a target report from a Query Studio report, or a Report Studio report.

You can also drill through from a map.

Before you begin, ensure that you have a report that will serve as the source report and another report that will serve as the target report.

To Set Up Drill-through Access in a report:

Open the target report.
Create a parameter that will serve as the drill-through column or that will be used to filter the report.
For example, to drill through or filter Product line, create a parameter that looks like this:

[Product line]=?prodline_p?

Tip: Use the operators in or in_range if you want the target report to accept multiple values or a range of values.
In the Usage box, do one of the following:
To specify that users must click a value in the source report, click Required.
If users do not click a value, they will be prompted to choose a value before the target report appears.
To specify that users do not need to click a value in the source report, click Optional.
If users do not click a value, they are not prompted to choose one.
To specify not to use the parameter, click Disabled.
Clicking a value in the source report has no effect on the target report.

To create other parameters, repeat steps 2 to 3.
Open the source report.
To allow drill-through from the package, do the following:
From the Data menu, click Drill Behavior.
Select the Allow drill through from a package check box and click OK.

Click the object that will serve as the drill-through object.
For example, to pass a data item value to the target report, click a data item.

Tip: If you are passing only parameter values to the target report, you do not have to drill on a data item. Instead, you can drill on any object in the report, such as the report title. This means that you can drill from outside the context of a query.
Click the drill throughs button.
Click the new drill through button.
A drill-through definition is created.

Tip: To change the drill-through name, click the rename button, type the new name, and click OK.
On the Target report tab, click the ellipses (...) next to the Report box, and select the drill-through or target report.
Under the Parameters box, click the edit button .
Each required and optional parameter defined in the target report appears in the Parameters dialog box.
For each parameter, click Method and do one of the following:
To specify not to pass any value, click (Default).
That is, the default method is to not pass any value.
To specify not to use this parameter, click Do not use parameter.
The target report is not be filtered by this parameter.
To pass values from a data item, click Pass data item value, click Value, and then click the data item that you want.
Values for the selected data item are passed to the target report.
To pass values from a parameter, click Pass parameter value, click Value, and then click the parameter that you want.
Values for the selected parameter are passed to the target report.

Click OK.
In the Action box, decide how the target report will be viewed when users click the drill-through column in the parent report:
To run the target report, click Run the report.
Run the target report when you want to see the latest data.
To view the most recently saved output version of the target report, click View the most recent report.
To use the default action specified for the report, click (Default).

If you chose to run the target report in the previous step, in the Format box, click the output format you want for your report.
Tip: Click (Default) to run the report using the default format.
If you want the target report to appear in a new window, select the Open in new window check box.
Click OK.

The drill-through object appears as a link with a plus sign (+) next to it. When users run the source report, they can click the object to drill through to the target report. If more than one target report is available, the Go To page appears with the list of available targets.

To view package drill-through definitions, users must right-click a value, click Go To, and then click Related Links.

Tip: If you run the target report directly, you are prompted to select a value for the report to run on.