Example Report with drill through to detail reports

Two reports are required for this example. The sample report with nesting data regions will be used as the main report from which the drill-through action will be triggered on cost balance per business unit figure. Another report which gives a detailed view of the selected cost balance figure is needed. This second report will be constructed within this example.

Contents

Prerequisites

The example report with nested data regions need to be completed before starting this example.

Click here to go to the example report with nested data regions.

How to get started

  1. Go through Getting Started section
  2. Open Business Reporting & Analysis/My Reports page in IFS Enterprise Explorer and click Report Builder to start the reporting tool.
  3. Create a new, blank report using the New Report or Dataset dialog box.
  4. Create a data source and a dataset as described in Data sources and Datasets section and set up the GL_Balance_Dataset as mentioned there.

Creating a Simple Report with a Detailed Table

This detail report should have following report parameters: Company, Year, Period, BUS_UNIT (for business unit) and CostCent (for cost center).

  1. Create the report parameters with the default values suggested in brackets Company (900), Year (2006), Period (1), BUS_Unit (RAE) andCostCent(101).
  2. Enter report title as Detailed Expense Analysis with parameter values as shown below.

     

    Figure 1: Report title with parameter values

  3. Create a matrix using the matrix wizard. Select BALANCE for Values box. Code_B(Cost Center), Account_Group and Account for Row Groups box. Accounting_Year and Accounting_Period for Column Groups box. Clear the option Expand/Collapse Groups in Choose the Layout page. See the field arrangement in the screen below.

     

    Figure 2: Field arrangement in the detail table

  4. Change the cell contents as follows (to display descriptions rather than ID values) in the matrix that is placed in the design area.

    Code_B to Code_B_Description

    Account_Group to Account_Group_Description

    Account to Account_Description

  5. Change the first column header Code_B to Cost Center.
  6. Remove column group totals from the matrix and keep the row group totals. The matrix in design view is displayed below.

     

    Figure 3: Matrix in design view after modifications

     

  7. Add filters to the table. Values will be fetched from parameters for Company, Accounting_Year, Accounting_Period, Code_D (for business unit) and Code_B (for cost center). Add Account Type as another filter and enter COST as the value. All filters are shown in the screen below. See the screen below for all filters:

     

    Figure 4: Filters added for the detail table

  8. Add a chart to get a graphical overview of the cost details:
    1. Insert a chart using Insert Chart in Insert tab. Select the chart type 3-D Pyramid from Shape category.
    2. Add the chart title as Expense Comparison - Account Group-wise. Use font Verdana and font size 12.
    3. Click twice on the chart to open the Chart Data pane. Add BALANCE for Values field and Account_Group for Category Groups field.
    4. Add filters similar to the filters entered for the matrix (refer to the screen above).
    5. Change the Palette property to Pastel.
    6. Change the background color using BackgroundColor property.
  9. Save the report on the report server as Sample_Cost_Detail_Rpt.

    When the report is run with default values, the result is as follows:

     

    Figure 5: Detail report preview

Creating a Drill Through Action

This section covers creating of a drill through action from the main report in order to open its detail report in the above format when a cost amount for a particular cost center within a business unit is clicked.

  1. Click Report Builder button on left top corner, open the report created in Example Report with a Nesting Data Region section from the Recent Documents or by selecting the saved location by clicking Open.
  2. Right-click on the detail cell in which Sum(BALANCE) is displayed and then click Text Box Properties.
  3. In the Action section select Go to Report as the enabled action.
  4. Click Browse in the Specify a Report section and select the Sample_Cost_Detail_Rpt report created above.
  5. Click Add to enter values for the parameters of Sample_Cost_Detail_Rpt report. Click OK. Refer the screen below for action details.

     

    Figure 6: Setting up of drill through action

Running the Report with Drill Through

  1. Save the main report and click Run in Home tab.
  2. Move the cursor to the expense balance of a business unit/cost center for a particular year and a period (e.g. 2006/01).
  3. Click on an amount (e.g. cost amount of Sales cost center of Racing Wheels business unit). The drill through action will take you to the following detail report for company 900, year 2006, period 1, Racing Wheels business unit and Sales cost center.

     

    Figure 7: Main Report, marked with one of the cells enabled for drill through action

     

    Figure 8: Detail report reached by drill through action.

Click here for more details from TechNet of Drill Through reports.