Drilling Down on Integrated Data | Lucanet Knowledge Base

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

xP&A Video Tutorials

User Roles in Lucanet xP&A

Lucanet xP&A User Interface

All Steps at a Glance

Basic Concepts and Elements

Creating a Model

Integrating Data

Connecting to a Data Source

Sharing Data Connections

Working With Integrated Data

Linking Variables to Integrated Data

Linking Dimensions from a Data Source

Using the 'Import Data Until' Function

Refreshing a Data Source

Drilling Down on Integrated Data

Guideline for Exchanging Data Between xP&A and CFP

Modeling Your Data

Viewing and Visualizing Data

Working with Models

Using Comments and Descriptions

Comparison: xP&A vs. Excel Performance

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

If you have data sources that contain underlying data (e.g. transactions from a connected source system like Xero, QuickBooks Online, NetSuite, Google Sheets or a CSV import in transaction format), Lucanet xP&A (Extended Planning & Analysis) allows you to drill-down into the underlying detail, from any variables connected directly to that data.

Drill-downs are possible from the spreadsheet of a model, from the 'Data' workspace, or from the dashboard.

The drill-down function:

Works only on the variables that actually are connected to data items, see

Linking Variables to Integrated Data

Does not work on

linked model variables, imported variables, or imported tables

Does not work on downstream variables that refer to the

data connected variable

in their formula

To drill-down on integrated data from the spreadsheet:

In the Data column, click the data icon for the desired data source.

Click the expand arrow icon behind the data item for which you would like to open the drill-down:

The 'Expand arrow' icon

In the Data dialog that is displayed, right-click on the value for which you would like to open and choose Drill-down from the context menu:

Shows the 'Data' dialog for the 'Assets' data source with a table of values by month. A right-click context menu is open on a cell, with 'Drill-down' highlighted in red. — Opening the drill-down dialog

The drill-down is displayed as follows, for example:

Shows the 'Drill-down' dialog for the 'Assets' data item in the 'Balance sheet' data source, with the selected date range, the total sum, and a transaction table listing 'Key', 'Date', 'Value', and 'Cost Center'. — The 'Drill-down' dialog

To drill down on integrated data in the spreadsheet, a user needs edit or above access permissions to the respective model.

To drill-down on integrated data from the Data workspace: by clicking on the data icon in the Data column, hovering over a row with a data icon, and clicking on the expand arrows:

Open the desired data source from the Data workspace.

Navigate to the Data tab.

Right-click on the cell for which you would like to open the drill-down and choose Drill-down from the context menu:

Shows the 'Data' tab of the 'Balance sheet' data source, highlighted in red, with a table of accounts and monthly values. A right-click context menu is open on a cell, with 'Drill-down' highlighted in red. — Opening the 'Drill-down' dialog

The drill-down is displayed as follows, for example:

To drill down on integrated data in the spreadsheet, a user needs edit or above access permissions to the respective model.

You can also enable drill-down in Tables and Bar charts on the Display tab when editing a chart or table.

Shows the option 'Enable drill-down' on the Display tab that appears when editing the settings of a chart or table — Drill-down from the dashboard

This function is

deactivated by default

due to the potential sensitivity of underlying data.

To drill down on integrated data in the spreadsheet, a user needs

edit or above access

permissions to the respective model.

Users with

view access

to the model will only be able to drill-down on the dashboard if the drill-down option has been enabled on a table.

Even if you have enabled the

read-only spreadsheet on the dashboard

, drill-down will not be available there.

Use the Filters panel on the right-hand side of the Drill-down dialog to filter the list of transactions (e.g. based on transaction memos, GL codes, values, dates).