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Microsoft Dynamics GP (Archived)

Can't Drilldown to account level In Drill down viewer

Posted on by 35

I have my column curr per/ytd setting set to "Cur" yet when I try to drill through to the account level I get nothing.  It has been a few years since I've worked with frx but to the best of my recollection as long as the column layout has current then I should be able to see the account level totals.  what could be preventing the accounts from showing up?

 

for example... 

   If my account mapping for row 100 is Sales   -  4000?? 

  then I would expect to see the balance for each account combination that 's included in 4000??

4000-01          XXX.XX

4000-02             XX.XX

4000-03             XX.XX

when i drill down on the sales line but instead i just see the sales line again.

 

I've been tinkering with this for about a day now so any guidance would be greatly appreciated.

 

 

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  • budski Profile Picture
    budski 35 on at
    Re: Can't Drilldown to account level In Drill down viewer

    Thanks for the info!  I probably would've spent a couple more hours trying to figure how to export detail from a Parent Unit.

  • Verified answer
    Rob Iversen Profile Picture
    Rob Iversen 695 on at
    Re: Can't Drilldown to account level In Drill down viewer

    Hello,

    If you are trying to export from a Parent Unit in the tree (Rollup node) you will not see any options for detail.  Detail Export can be done from any of the lowest level units of a tree, but not the parents.  

    If this does not solve your problem or you have any other questions just let me know at Rob.Iversen@MSXGroup.com.

    Thanks

    Rob

  • budski Profile Picture
    budski 35 on at
    Re: Can't Drilldown to account level In Drill down viewer

    I figured it out. Well I figured out part of it.  I was trying to drill through on a "rollup" node in the tree which appears to require that i have to select all the children of that node when generating the report.  I'm still missing something because detail isn't available as an export option even though i can drill through to the account but at least i can see the numbers now

  • budski Profile Picture
    budski 35 on at
    Re: Can't Drilldown to account level In Drill down viewer

    the detail level is set to Financial And Account

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