Drill Down Question

We are currently trying to design a universe to support integrated planned and
actual financial information. The user would like the ability to view integrated planned and actual financial information at a summary level and then
“drill down” into the additional detail associated with the actual financial information. Since planning is done at a high level, this detail does not exist
for the planned dollars. We would like to avoid forcing the user to go to another universe to drill down on the actual dollars. Ideally, we would like to
“freeze” the summary information related to the planned numbers in the query and
“drill down” to provide the underlying detail associated with actual dollars.

It does not appear that there is a way to design a hierarchy this way within Designer. Has anyone found a way to do this?

Regards,

Nancy Williams
nancy.williams@hq.doe.gov


Listserv Archives (BOB member since 2002-06-25)

Yes,
We use “aggregate navigation” a fair bit for drilldown with no problems, but also combine that approach with different objects (in summary folders (with drill down), and detail folders objects when amounts are slightly different - if summaries are run once a month and details are daily)

You can construct normal joins

Mgmt -> Summary
Mgmt -> Employee -> Detail
and even Mgmt (shortcut) -> Detail


Listserv Archives (BOB member since 2002-06-25)