Create a Drill-up and Drill-down Report

When working with dimensional or dimensionally-modeled relational (DMR) data sources, you can create reports that allow the reader to drill down to lower-level data sets or drill up to higher-level data sets.

Drilling up and down allows you to view more general or more detailed information on your data within a predefined dimensional hierarchy (such as Years - Year - Quarter - Month), without having to create different reports.

You must run the report before you can drill up or down.

Note: You cannot set drill options when you have opened a widget from a workspace in IBM® Cognos® Workspace to edit it in IBM Cognos Workspace Advanced.

Procedure

  1. From the Data menu, click Drill Options.
  2. In the Report output drill capabilities box, select the Allow drill-up and drill-down check box.

    By default, Cognos Workspace Advanced determines which items can be drilled on, based on the dimensional structure.

    Tip: If you want the report to be used as the source during a package drill-through, select the Allow this report to be a package-based drill-through source check box and click OK. For more information about package drill-through, see the IBM Cognos Business Intelligence Administration and Security Guide.