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Hello.
I am currently pulling together a suite of reports for finance and the wider business. To make these useful I am looking to be able to utilise the drill down function (or another method) to be able to allow the users to click on a number and
1st - allow it to drill down by main account that make it up (financial dimension 1)
2nd - allow it to drill down by department that make up that number (financial dimension 2)
I have tried using the "dimension set" filter on the report tab and this works for one or the other option but I can't achieve this sequential drill down that I would like to achieve.
Similarly I will be looking to achieve this on cost of sales - I would like my C-suite to first be able to see the total, then broken down by main account, then each main account account by customer and then each project
Is this possible?
Hi BInnes,
Maybe a multi-level reporting tree might help.
Have you tried that?
If that does not work then PowerBI might be the better tool for this kind of data analysis.
Best regards,
Ludwig
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