Drilling down





When you move the pointer over a report cell that can be drilled down, the pointer changes (see the figure). Double-clicking that cell opens the cell value in a new window, while double-clicking a cell with resources prompts you to select a field for drilling down and then displays the result.

Right-clicking the cell displays its drill-down menu.

 

Fig. 122. A drill-down menu of a report cell

Drill down displays detailed information about the field value. All the details are displayed in a new window.

For example, to find out when Bosch15 kettles were sold, you can create a Sales Dynamics report, click the Bosch15 cell, run the Drill down command, and then, in the field selection window, select Period.

Fig. 123. Selecting a drill-down field

Once you click Select, the details are displayed in a new window.

Fig. 124. A drill-down result

The Open "…" command opens a form for viewing data displayed in the cell. For example, a list item form.

 

Fig. 125. A list item form

The Filter by command filters the current report structure item by the value of the selected field. To set a filter by another field, point to Filter by, click Other field, and specify a filter condition. For example, you can filter the report to display only rows with Amount (Turnover) over 1000.

 

Fig. 126. The "Edit filter condition" dialog box

The result is displayed in a new window.

 

Fig. 127. A result or filtering

The Order by command orders the current report structure item by the value of the selected field. To order by another field, point to Order by, click Other field, and specify a field. For example, you can order a report by the Goods Item field.

 

Fig. 128. A result of report ordering

The Group by command sets a grouping by the value of the selected field for the current report structure item. For example, in the Inventory Balance report, to find out which goods are available in each warehouse, apply grouping by Warehouse field.

 

Fig. 129. Selecting a grouping field

The resulting report looks as follows:

 

Fig. 130. A result of report grouping

The Apply Appearance command sets conditional appearance for the current report structure item. For example, you can highlight the fields where Quantity Balance < 10 items.

 

Fig. 131. Report appearance example


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