---
title: "Drilling Down on Integrated Data"
description: "If you have data sources that contain underlying data (e.g. transactions from a source connected source system like Xero, QuickBooks Online, NetSuite, Google Sheets or a CSV import in transaction format), xP&A allows you to drill-down into the underlying detail, from any variables connected directly to that data.\n\nDrill-downs are possible from the dashboard or from the spreadsheet of a model."
source_url: https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/working-with-integrated-data/drill-down-on-integrated-data
language: en
last_updated: 2023-08-16
---
# Drilling Down on Integrated Data

## Overview

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), xP&A 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.**

{% warning-box %}
The drill-down function:

- Works only on the variables that actually are connected to data items, see [Linking Variables to Integrated Data](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/working-with-integrated-data/linking-variables-to-integrated-data.md)
- Does not work on [linked model variables, imported variables, or imported tables](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/modeling-your-data/create-edit-variables/referencing-variables-from-linked-models.md)
- Does not work on downstream variables that refer to the [data connected variable](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/working-with-integrated-data/linking-variables-to-integrated-data.md) in their formula
{% /warning-box %}

## Drilling Down From the 'Spreadsheet'

To drill-down on integrated data from the spreadsheet:

{% stepper %}
{% stepper-step %}
In the **Data** column, click the data icon for the desired data source.
{% /stepper-step %}
{% stepper-step %}
Click the **expand arrow icon** behind the data item for which you would like to open the drill-down:

The 'Expand arrow' icon

{% /stepper-step %}
{% stepper-step %}
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:

Opening the drill-down dialog

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

The 'Drill-down' dialog

{% /stepper-step %}
{% /stepper %}
{% warning-box %}
To drill down on integrated data in the spreadsheet, a user needs [edit or above access](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/working-with-models/sharing-a-model-folder/sharing-model.md) permissions to the respective model.
{% /warning-box %}

## Drilling Down From the 'Data' Workspace

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**:

{% stepper %}
{% stepper-step %}
Open the desired data source from the **Data** workspace.
{% /stepper-step %}
{% stepper-step %}
Navigate to the **Data** tab.
{% /stepper-step %}
{% stepper-step %}
Right-click on the cell for which you would like to open the drill-down and choose **Drill-down** from the context menu:

Opening the 'Drill-down' dialog

{% /stepper-step %}
{% stepper-step %}
The drill-down is displayed as follows, for example:

The 'Drill-down' dialog

{% /stepper-step %}
{% /stepper %}
{% warning-box %}
To drill down on integrated data in the spreadsheet, a user needs [edit or above access](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/working-with-models/sharing-a-model-folder/sharing-model.md) permissions to the respective model.
{% /warning-box %}

## Drilling Down From the Dashboard

You can also enable drill-down in [Tables](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/viewing-and-visualizing-data/using-tables-charts.md) and [Bar charts](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/viewing-and-visualizing-data/using-tables-charts.md) on the **Display** tab when editing a chart or table.

Drill-down from the dashboard

{% warning-box %}
- 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](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/working-with-models/sharing-a-model-folder/sharing-model.md) permissions to the respective model.
- Users with [view access](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/working-with-models/sharing-a-model-folder/sharing-model.md) 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](https://support.lucanet.cloud/en/documentation/xp-a---extended-planning-and-analysis/viewing-and-visualizing-data/using-dashboards.md), drill-down will not be available there.
{% /warning-box %}

## Sorting and Filtering the Transaction List

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).

You can also click the column headers to sort in ascending/descending order.

Filtering transactions