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Drill Down PARAM

The parent report is often connected to a selection pane, in which the end-user makes necessary selections before the report is generated. The values selected are then inserted into the program in the PANE worksheet. Those same object values will affect the Drill Down report.

Drill Down PARAM

The image below illustrates a profit and loss statement report (parent report) showing information about Unit 100 New York transactions:

Now, we want to drill down into the Product sales revenue account but only for that same Unit.

The image below illustrates a Drill Down report showing that exact information:

To control, or narrow, what is being sent into the drill down report the designer must set or tell the drill down report to only generate those exact values. This is done by setting Additional global dimensions in the Drill Down PARAM worksheet.  

Note: All values that are sent from the parent report into the drill report can be viewed in the Drill Down Outline that is created when drilling down from a generated report or form. All of these tags and values can be used in the drill down report to narrow the search. The CF_GETPANEVALUE function is used in the drill down report to receive these values and all the yellow highlighted are control tags that can be used in the custom function. For example, CF_GETPANEVALUE(TIMEVAL[O]) could be used in PARAM, or in the drill down template, in order for this drill down to be narrowed to 201001..201012. Read more below.

Additional Global Dimensions - Drill Down PARAM

The designer can set and specify the dimensions (parameters) that should globally apply for the Drill Down report, obtaining the same results as the example images above when generating. If wanting to fetch all units then is not necessary to add additional global dimensions.  

Use the CF_GETPANEVALUE function to fetch values from the PANE worksheet.

CF_GETPANEVALUE Function

=CF_GETPANEVALUE("<control tag in PANE>") - where the parameter that needs to be defined is the control tag that exists in column A in the PANE worksheet.

Enter all necessary values that should apply globally for the Drill Down. By doing so, the designer will also improve report performance when generating.

Published:

Drill Down PARAM

The parent report is often connected to a selection pane, in which the end-user makes necessary selections before the report is generated. The values selected are then inserted into the program in the PANE worksheet. Those same object values will affect the Drill Down report.

Drill Down PARAM

The image below illustrates a profit and loss statement report (parent report) showing information about Unit 100 New York transactions:

Now, we want to drill down into the Product sales revenue account but only for that same Unit.

The image below illustrates a Drill Down report showing that exact information:

To control, or narrow, what is being sent into the drill down report the designer must set or tell the drill down report to only generate those exact values. This is done by setting Additional global dimensions in the Drill Down PARAM worksheet.  

Note: All values that are sent from the parent report into the drill report can be viewed in the Drill Down Outline that is created when drilling down from a generated report or form. All of these tags and values can be used in the drill down report to narrow the search. The CF_GETPANEVALUE function is used in the drill down report to receive these values and all the yellow highlighted are control tags that can be used in the custom function. For example, CF_GETPANEVALUE(TIMEVAL[O]) could be used in PARAM, or in the drill down template, in order for this drill down to be narrowed to 201001..201012. Read more below.

Additional Global Dimensions - Drill Down PARAM

The designer can set and specify the dimensions (parameters) that should globally apply for the Drill Down report, obtaining the same results as the example images above when generating. If wanting to fetch all units then is not necessary to add additional global dimensions.  

Use the CF_GETPANEVALUE function to fetch values from the PANE worksheet.

CF_GETPANEVALUE Function

=CF_GETPANEVALUE("<control tag in PANE>") - where the parameter that needs to be defined is the control tag that exists in column A in the PANE worksheet.

Enter all necessary values that should apply globally for the Drill Down. By doing so, the designer will also improve report performance when generating.

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