Adding Drilldown Burst Calculations to the Main Report
The first step to building the drilldown relationship between the two reports is to add a burst calculation to the master report, the F0411 A/P Voucher Detail in our example. The steps in creating this type of burst follow most of the same steps of our last two burst calculation types.
Start by going to Design | Calculations. Choose a Burst calculation.
Choose your public or private target or sub-report, the A/P Payment Report for our example.
Uncheck Burst on Run. For our example: when the Master report is run, no separate windows for the sub-reports are necessary unless a user decides to drilldown in the future.
Uncheck Show target during run. This step isn’t necessary if Burst on Run is off because no report is processing.
A new field added in later releases of DAS 6.0 allows designers to specify the Activation Condition for a burst drilldown. This allows designers to limit the display and use of a drilldown for a row(s) based on whether it meets the conditions defined in the criteria. For example, maybe you created a drill down only to be displayed in the report if a certain AP document type is present in a highlighted row, e.g. PV. You would set the activation criteria as Do TY equal to PV.
Our next step is for the Lookup Values. Choose what values are being passed between the master report and sub-report field(s), e.g. report parameter field for Vendor Number.
We are also passing filtering information from the main report to the sub-report to limit data being returned in the drill down sub-report relevant to the rows highlighted. In our example, there is G/L Date, Invoice Date, Due Date, and Pay Status. Change the setting for each row from Column to Literal. Then use the funnel visual assist to select the corresponding report parameter variable.
(Note: If passing filter information from the main report to the sub-report, e.g. a user variable date range variable in the main report, Column as Filter may be the required selection from the visual assist in lieu of Column or Literal.)
Save and Close your calculation window. Notice that a new burst calculation column appears. Users may hide this column since it isn’t returning any required information or data like it did for our Master Burst Report in the earlier topics.
Input your desired report parameter in the main report.
Get Sample data or Run the report.
To access the Drilldown just created, highlight a row(s) or open the report’s grouping level on the tree to the detail level and highlight rows, e.g. hover your mouse over a row’s Document Number and right click. Notice the new drilldown(s) and any default DAS drilldowns in the list. (Note: If you highlight and right click any cells that show the blue underline hyperlink, users will see DAS default drilldowns appear beneath any user created drilldowns listed.)
Select the drill down choice(s) to drilldown into that report based on your highlighted rows.
A new window(s) opens for each drilldown report selected, showing the sub-report(s) and the content matching your drilldown criteria from the main report.
Add other burst calculations for additional drilldowns. You may also have drilldowns work from both directions by attaching burst calculations for drilldowns to the “sub-report” for when it is used as the main report and the other report becomes the drilldown sub-report.
For example, our A/P Detail report allows us to drilldown to the sub-report for payments. I could have my A/P payments report have drilldowns to the A/P Detail. Then a user could go either direction to analyze data.