A Velixo Reports drilldown feature presents a summary of underlying data that corresponds to a cell containing a Velixo function.

A simple example will demonstrate how easy it is to create a drilldown.

Let's consider a chart of accounts which lists the ending balance for each account. In this list, we locate the Sales Revenue account and click on the Ending Balance cell (see the figure below).

In this example, the values being displayed are computed using the ACCOUNTENDINGBALANCE function.

To get a drill-down for this number, we would click the Drilldown button on the Acumatica ribbon.

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This opens a new spreadsheet tab that displays summary information for sales revenue that corresponds to the specifications of the account ending balance function.

NOTES:

  • Another way to perform a drill-down is to right-click over a cell and click Drilldown.

  • You can perform as many drill-downs as you like. Each additional click of the Drilldown button will open a new spreadsheet.

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The Drilldown spreadsheet

In a Drilldown spreadsheet, we can quickly navigate to the reference data:

  • We can click any of the links in the Source Cell column to return to the original Velixo function.

  • We can click any of the links in the Transactions column to open the corresponding generic inquiry results within Acumatica:

    drilldown-acu.png

Tips

These tips will help us get more out of the drill-down feature:

  • Before drilling down, it is recommended that we Refresh our results. Even when a cell may display an outdated value from a prior refresh, the drill-down will always contain the latest information from Acumatica.

  • Drilling down can also be performed on certain Excel summarizing functions (e.g., SUM & AVERAGE).

  • To improve performance, we'll want to minimize the number of cells that we include in our drill-down.

Limitations

  • If we are using SUMIF, VLOOKUP, HLOOKUP, MATCH, or the INDEX function, the drill-down won't work. This is because it cannot identify all of the cells that were included. Since Excel applies formula auditing, it includes the entire source range in such functions, and the drill-down feature cannot display the complicated results.

  • Complex math operations cannot be represented, since a drill-down merely presents a summary of all the relevant accounts.

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