Create and Test the Drill-through Definition

You can create and test the drill-through definition ensure that they work properly.

Before you begin

You must have the IBM® Cognos® Business Intelligence samples from the deployment zip file IBM_Cognos_DrillThroughSamples installed to follow this exercise. By default, the samples are installed in the Public Folders in IBM Cognos Connection.

To run reports, or drill to targets that run reports in the delimited text (CSV), PDF, Microsoft Excel spreadsheet (XLS), or XML output formats, you require the generate output capability for the specific format.

Procedure

  1. In IBM Cognos Connection, navigate to the Sales and Marketing (cube) package.
  2. From the upper right-hand corner of the screen, click Launch, Drill-through Definitions.
  3. Click New Drill-through Definition in the upper right hand corner of the screen.

    Tip: If you do not see the New Drill-through Definition button, check that you are at the root of the folder, and not still in the Analysis Studio Report Samples folder.

  4. In the Drill-through Definition wizard, type the name Drill Through to Promotion Plan Revenue and a description if you want, and click Next.

    Tip: This is the name that users see in the Go To page, for example when they have to select from more than one drill-through target. As with any other object in IBM Cognos Connection, you can create translations of this name.

  5. Click Set the scope, and set the scope to Campaign, in the Promotions dimension.

    This drill-through definition will only be available when Campaign is part of the selection context.

  6. Click Select the target, and set the target report to Promotion Plan Revenue, in the Report Studio Report Samples folder of the Sales and Marketing (conformed) package, click OK, and then click Next.

    Note: If PowerPlay® Studio is available in your installation, then you must also specify that the target is a report and not a PowerCube package.

  7. Under Action, select Run the report using dynamic filtering.
  8. Under Parameter mapping, in the Source metadata item column for the parameter pcampaign, click map to metadata.
  9. In the screen that appears, click Promotions and select Campaign.
  10. Click Finish to save the drill-through definition.

    You can edit the properties of the drill-through definition at any time.

  11. From IBM Cognos Connection, run the Analysis Studio report Top 10 Promotions by Retailers and test the drill-through definition.

Results

The target report appears, filtered by the context you selected.

The drill-through definition that you created should be identical to the drill-through definition DrillToDMR.

The sample drill-through definition PPStoHidden also goes from an OLAP to a DMR package, from the PowerPlay Studio report Top 20 Product Brands.