The Drill Down feature in the Datarails Flex Add-in allows you to explore the underlying details of summarized data in your reports directly within Excel, uncovering the data behind your numbers and offering deeper insights by breaking down aggregated values into detailed components.

• Access detailed data quickly without navigating multiple spreadsheets.
• Tailor drill downs and filters to your analysis needs.
• Save and share drill downs, enabling others to leverage these configurations.

Located in the Datarails Flex Add-in tab in Excel, the Drill Down feature lets you interact with Datarails formulas using two options: Drill Down by Field and Drill Details. You can also save frequently used drill downs to Favorites for quick access.

To enable the Drill Down feature, the file must be connected to the Datarails environment.

Drill Down By Field

The Drill Down By Field feature lets you explore specific data fields to see what contributes to a particular value, such as identifying which accounts contributed to the Income of Customer Success in April 2024. Follow these steps:

1. Click on a cell that contains a Datarails formula.
2. Click the Drill Down by Field button in the Datarails Flex ribbon or right-click the cell.
3. A list of all fields from the source table will appear. Select the field you want to drill down into.
4. A pivot table will be generated, displaying aggregated amounts for each value in the selected field.
5. A Drill Details tab will also open, listing all transactions that contributed to the amount, giving you a detailed view of the underlying data.
6. To explore further, double-click on any specific value in the pivot table. This action will open another Drill Details tab, showing all transactions that make up the specific amount.

Drill Details

The Drill Details feature allows you to access the complete list of transactions that make up a specific value, providing a full view of the underlying data without any aggregation. For example, use this option to see all data building the Income of Marketing in May 2024. Follow these steps:

1. Click on a cell that contains a Datarails formula.
2. Click the Drill Details button in the Datarails Flex ribbon or right-click the cell.
3. The Drill Details tab will open, displaying a full list of all transactions that contributed to the selected value, with all relevant fields from the database.
4. Each Drill Details tab provides a granular view of every transaction, helping you fully understand the composition of the specific amount.

Favorites

The Favorites feature allows you to save your customized drill downs, making them easily accessible for future use. This functionality helps you save time and maintain consistency by quickly applying frequently used drill down configurations across different reports.

Adding a Favorite

• 1. Follow the steps in 'Drill Down By Field' to create a pivot table.  
  2. Click on the pivot table, go to Drill Down > Favorites > Add to Favorites.
  3. Enter a name for your drill down and save it for future use.

Accessing a Favorite 

1. Click on a cell that contains a Datarails formula.
2. Click on Favorites from the Datarails Flex ribbon to view and apply your saved drill downs.
3. Select the saved favorite to instantly recreate the drill down.

Delete Drill Tabs

To safely manage your drill down tabs, avoid deleting them directly from Excel. Instead:

1. 1. Click on the Drill Down button in the Datarails Flex ribbon.
   2. Select Delete Drill Tabs, and click Yes to close the tabs safely without affecting your workbook.

Updated November 10, 2024 16:08