Data Grid Drill Down

Add a Drill Down Data Grid

• To add a new drill down click Add Drilldown on the Drilldown menu.

• Select the Report Objects underlying Query form the Data Sources window.
• From the Fields drop down box select the fields to relate the Drill Down to the main Data Grid.

Important! These field must be of the same field type.

• Click Add Key to create the relationship.
• Click Add Relationship to insert the drill down.

Add a nested Drill Down

• Select an existing Drill Down.

• Click Add Drilldown on the Drilldown menu.

• Select the Report Objects underlying Query form the Data Sources window.
• From the Fields drop down box select the fields to relate the Drill Down to the main Data Grid.

Important! These field must be of the same field type.

• Click Add Key to create the Relationship.
• Click Add Relationship to insert the Drill Down.

Explanation:
The example above shows a Data Grid with customer information.
The first drill down shows all invoices for each customer.
The second nested drill down shows Invoice line item details for each invoice.

Tip! You can use all functionality of the Data Grid like sorting, filtering, etc. inside a drill down.

Tip!  Save your drill down as a Saved Data Grid View!

Show / Hide Drill Down

• Click in Show/Hide Drilldown on the Drilldown menu to show or hide drill downs.

Remove Drill Down

• To remove a drill down click Remove Drilldown on the Drilldown menu.

Important! This will permanently delete the Drill Down.

Important! When removing a drill down which has one or more nested drill downs, those will also be removed.