The Drill Down feature lets you access the underlying numbers that were used to arrive at the “bottom line” of your report. For example, click on a final consolidated number to interactively display the marketing expense breakdown or the R&D expenditure.

Use Case

Drilling down within Excel allows you to view the underlying data. For example, revenue by customer, expenses by call center, sales by region and then by salesperson. 

Every "drill down by" command can be formatted according to your needs. For example, by currency, by color, by country. These commands can be saved and referenced as templates for later use.

Key Features

• Save time. Innovatively, and quickly, present underlying figures and data without opening endless Excel spreadsheets
• Work more efficiently. Create drill down filters
• Work more accurately. Reduce the chance of errors by reducing the need for manual data manipulation
• Share the knowledge. Save and share your drill downs so other users can leverage the drill downs across multiple spreadsheets.

Learn about how to create and access drill downs within the dashboard by visiting the article, Drill Down: Dashboard.

Getting Started

1. Make sure you are logged in.
2. Select the cells containing the Datarails functions to be included in the drill down.
3. In the Datarails ribbon, click Drill Down, and select one of the following options:
   • Drill Down By: Creates a new worksheet with a regular Excel pivot table. Creates a second worksheet with the raw underlying data.
   • Drill Down List: View the entire database beneath the data point selected for the drill down.
   • Favorites: Save your drill down and pivots to Favorites.
   • Clear All: Clear all your drill downs in the file. (You can still recall each drill down by going to your Favorites.)
   • Click Submit to save your changes to the database.

Right click to quickly access the drill down options.

Updated October 08, 2024 09:08