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Drilling to View Related Data

Reports that you run in Cognos Connection and view in Cognos Viewer support various drill operations so that you can view different layers of related data. You can perform drill operations in lists, crosstabs, and charts.

You can

Drill Up or Drill Down

You can drill up and drill down within a report that is run from Cognos Connection. Reports run from Cognos Connection appear in Cognos Viewer.

In lists and crosstabs, hyperlinks identify drillable items. In charts, the pointer changes to a hand when you pause the pointer over a drillable item, and a tooltip indicates what you are drilling on. For example, a column chart shows revenue by product line by year. You can drill on a single axis, such as product line or year. You can also drill on both axes, such as Camping Equipment and 2005. In this case, you are drilling on the intersection of Camping Equipment and 2005.

After you drill up or drill down, you can save the report as a report view for later viewing. For more information, see Create a Report View.

The drill-up and drill-down functionality is available only when you use dimensionally structured data and view the report in HTML format. You can drill only on members in a level.

By default, the drill-up and drill-down functionality is enabled.

Steps
  1. Run the report in Cognos Connection and view it in Cognos Viewer.

    Tip: Alternatively, you can open an Analysis Studio report or Query Studio report in their respective studios.

  2. Right-click the report item you want to drill on and click Drill Up or Drill Down .

Drill Through to Another Target

You can navigate from a report to one of the following targets:

You can also navigate from a report or analysis authored in one package to more detailed information in a report which was authored in another package. For example, this is useful when you want to drill from a summarized OLAP source, such as your sales information, into the detailed relational or transactional information, such as your inventory volumes.

Drilling through from one report to another is a method of passing information from the source (your starting report) to the target (your ending report). For example, you may be evaluating a report and discover something you need to investigate in a certain product line. You can drill through to the detailed target report which provides a focused view of that product line. When drilling through to the target, the product line you selected in the source is passed and the target report is run with that filter, making a more focused report.

By default, the ability to drill through from one report to another is enabled. You can disable it by using the Enable selection-based interactivity option. For more information, see Disable Selection-based Interactivity.

For information about drill-through concepts and setting up drill-through access, see Drill-through Access.

Before you can navigate to another target, a drill-through definition must be created in either the Report Studio source report or in Cognos Connection.

Steps
  1. Run the report in Cognos Connection and view it in Cognos Viewer.

    Tip: Alternatively, you can open an Analysis Studio report or Query Studio report in their respective studios.

  2. Right-click the report item from which you want to navigate and click Go To , Related Links. The Go To page appears, showing the available targets.

    Note: If there is only one possible target for the column, the reports runs and appears in Cognos Viewer.

  3. Click the target you want to navigate to.

Depending on how the drill-through definition was set up and the report type, the target opens in either Cognos Viewer, Query Studio, or Analysis Studio.

Drill Through to Another Target Passing Multiple Values

You can have a report that contains a drill-through definition that can be filtered by multiple values in a single query item. For example, while analyzing an OLAP source, you may want to focus on Canada and the United Kingdom. When you drill through, the target report is filtered by both countries. After you run the report in Cognos Viewer, you are prompted to choose values when you navigate from the report to the drill-through target. The values you specify are used to filter the results in the target.

For more information about drilling through to a target, see Drill Through to Another Target.

Drilling through using multiple values is available regardless of whether the drill-through definition is authored in the Report Studio source report or in Cognos Connection, Drill-through Definitions. In previous releases, this functionality was available only when the definition was authored in Cognos Connection.

Steps
  1. Run the report in Cognos Connection and view it in Cognos Viewer.

    Tip: Alternatively, you can open an Analysis Studio report or Query Studio report in their respective studios.

  2. Ctrl+click to select more than one value in a column.

  3. Right-click in one of the selected cells from which you want to navigate, and from the menu that appears, do one of the following:

The target report runs and if it can be filtered by the selection made in the source report, the target is filtered by those values.