In this topic you will learn how to Perform DrillDown.
As a reminder, prior to launching the PeopleSoft Financials Reporting database, open an Internet Explorer session and then minimize it to the task bar. Then launch PeopleSoft and run the desired nVision report.
While navigating through the spreadsheet report results, it is recommended that users "Freeze Panes" so that the row and column headers remain visible.
Click the E10 cell located directly below the Budget column header.
In this example, you will drill on the A/P-Travel & Direct Pay row, Current Period column of the report.
Click the A/P-Travel & Direct Pay row cell in the Current Period column.
NOTE: Once you maximize the drill window, you may print the spreadsheet, perform any Excel functions, or even perform an additional drill.
Once you are finished with this drill file, you may close it by pressing the lower most X at the top right of the page.
In this example, you will drill on the A/P-Manual-Non-Open Item row cell in the Previous Month Balance column. The drill option you will use is Journal Drill.
The Add-Ins menu is already displayed, so there is no need to select it.
The Drill opens in a new window.
Press the DR_xxxxx_xxxx window at the bottom of the page if it does not display automatically. If the window opens but is not maximized, press the maximize button to enlarge the report.
In many instances, users will want to filter the drill results to limit the data by a specific department, fund, period, or other criterion. Auto filter is used to perform this task.
Click the Filter menu item.
Each column heading is now populated with a drop-down arrow.
A new PeopleSoft (Internet Explorer) window opens. This window contains the various drills that are available for use. Press the Run DrillDown button to the right of the desired drill. In this example, select the Breakdown by Account and Department drill.
NOTE: The Type: selection box at the top of the page displays Window so that the drill runs to the output option of Window. For drills, this is the default. The other option is Web, which would run the drill report and post it to the report repository.
When a report is run with the output type of Window, the nVision drill menu is replaced by the status window. Once completed, the status of "Success" displays in the window. At the same time, a new Excel spreadsheet window is created that will display the drill results.
The Drill opens in a new window.
Press the DR_xxxxx_xxxx window at the bottom of the page if it does not maximize automatically. Or, if the window opens but the files are not full screen, you may press the maximize button to enlarge the file on the screen.
You are returned to the original nVision report file where you may perform additional drills if desired.
When a report is run in the output type of Window, the nVision drill menu is replaced by the status window. Once completed, the status of "Success" displays in the window. At the same time, a new Excel window is created that will display the drill results.
The spreadsheet now displays only those items charged to Fund 111.
This completes Perform DrillDown.