Overview

After running a report, Cosmos enables the users to drilldown into the report's numbers to see what makes up the underlying transaction detail in the report. 

Currently, drilldown is only supported in reports that were created with the Cosmos V2 add-in. Cosmos V1 reports will need to be converted to V2 reports before drilldown is available.

This article covers how to use drilldown and covers the following topics:

Enabling Drilldown for a Report Run

Viewing Filters that Apply to Aggregates in a Finished Report

Drilling into a Cell to See Transaction Details

Working with Drilldown Data

Details

Enabling Drilldown for a Report Run

By default, drilldown is disabled for report runs and previews. Because of additional data that needs to be tracked within the report to support drilldown, Cosmos disabled drilldown by default to keep file sizes as small as possible for our users. When you want to run a report and be able to drilldown into the details, you will just need to enable drilldown by clicking the Drilldown slider when running the report.

With drilldown enabled, the data will be tracked to enable drilldown once the report has finished.

Viewing Filters that Apply to Aggregates in a Finished Report

Once the report has been run and opened, you can use the Cosmos ribbon to view data about the aggregates in the report. After going to the Cosmos ribbon in Excel and clicking the "Task Pane" button on the left, the Cosmos Excel Add-In will open on the side.

When clicking on a cell that contains an aggregate, such as a sum or count function, the user will be shown the filters that pertain to the current cell. In the example below, Cosmos is summing up sales for customer C1008 for all transactions where the year is 2022.

Clicking in different cells within the workbook will automatically update the contents of the Cosmos Excel Add-In to show the filters that apply to the selected cell.

Drilling into a Cell to See Transaction Details

If you want to see the details that make up a particular number, you can click the "Viewing" ribbon in Excel and then click the Drilldown button. 

This will dynamically create a new Cosmos report behind the scenes that inherits the same filters that were applied to the cell, runs the report, and will then open the report in a new browser tab.

Do note that drilldown is only available in cells that contain an aggregate function such as a sum or a count. If you have selected a cell that just contains text the Cosmos Excel Add-In will inform you that you have not selected a cell that contains an aggregate as shown below.

Working with Drilldown Data

The drilldown workbook that is generated by Cosmos brings in every field from the Cosmos data model table with the same filters applied as the cell that drilldown was processed for. Cosmos puts the transaction details into a new workbook and adds Excel data filters at the top of the data in the column headings. This makes it easy to sort and filter the data. You can also add Excel table and pivot tables to the drilldown report as it's just an Excel file at this point. 

Drilldown reports are meant to be meant for only the current use of them, so any changes or filters that are made to the file won't be present the next time that a drilldown action is performed.