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Essbase v9.3.1 Drill Downs
Posted June 5th, 2008 by Ian Waring
We have a new release of ESSBASE that allows us (at least in the Excel add-on Hyperion provide) to drill down into the records behind a summary total. Tableau doesn't appear to support this. Any ideas if or when it will?
Ian W.
Comments
Just in case it helps, this relates to "Linked Objects" in ESSBase V9.3. The guidelines we have here for their Excel add-in says:
"If you have navigated to a low enough level then you will see an object with a type of “Drill-Through” and a description of “Essbase Integration Services Drill-Through”. If this item isn’t visible then you haven’t navigated to a low enough level.
Click on the “View/Launch” button. If you are at a level which meets more than one of the conditions from drill-through then a "Select Drill-Through Report" dialog box will appear where you can select the appropriate Available Report."
In my case, I can't get to all the meaty detail for Sales in a specific sales region unless I can make it over that bridge - which I can't appear to do in Tableau. Unless someone knows differently!
Ian W.
You can drill down into the dimensions. There are a couple of ways to do it:
1) Click the plus on the pill on the row or column shelf.
2) Right click on the pill and select the generation (or level) that you would like to switch.
However, the way you are asking, I suspect that you want to drill down into a measure hierarchy. For example, many Essbase examples put Margin and Expenses under Profit. You'd probably like to drill down on Profit and have it expand Margin and Expenses, or at least be able to choose from one of the two.
There is no simple way to do this, you must drag out the measure from the schema viewer and add to (or replace) the measure.
I can't say if or when it will be in the product (we generally don't comment on future releases), but it will get consideration.