What is drilling? - Microstrategy

After executing a report in a MicroStrategy reporting environment, you may need to execute another report based on the original report to get more detailed or supplemental information. For example, after looking at annual sales of a certain city, you may want to look at the monthly sales for the same city. Alternatively, after noticing that a certain item had a very high profit margin, you may want to see if that is alsotrue for the entire category of that item. Such actions where you create a related report based on an existing report are referred to as drilling.

Even though a report generated as a result of drilling is related to the original report, they are, in essence, twoentirely different reports. This means that the two reports can be saved or changed independent of each other. The two reports are different either because they have different templates or different filters, or both.

Drill maps and drill paths

Drill maps determine the options available to an end user when drilling on a report. By right-clicking on a report and choosing the drill option, you are using drill maps.

When the drill hierarchies are created, a default drill map iscreated. If no drill hierarchies are created, then the system hierarchy is used to create the default drill map. The drill map determines what options are available to you when you drill on a report object. These different options are referred to as drill paths, which includes the destination of the drill. The destination can be an attribute, a consolidation, a hierarchy, or a template.

In summary, a drill map determines what drill paths are available while drilling from a report object. By default, the drill paths available to a report object reflect exactly the drill hierarchies of the project.

Default drill paths

Before customizing your drilling options you need to understand how the default drill paths work.

The end user can drill from any object on a report, other than a simple metric. For example, drilling down from an attribute or hierarchy allows you to access other child attributes in the same hierarchy. Drilling from a consolidation allows access to the attributes that make up the consolidation. Note that by default in these types, drilling changes a report by navigating through the drill hierarchies and selecting another attribute to view. The original object is replaced with the one drilled to. Drilling on a compound metric allows you to view the metrics that compose it.

Filters and drilling

How a report’s filter is changed while drilling depends on what part of the original report is selected when the drill is performed. By default, if an attribute element on the original report is selected while drilling, then that attribute element is added to the new filter created for the drill. The filter from the original report on which you drill is carried over as well. For example, a report lists revenue by state and contains a filter for 2002. You select Virginia when you drill to store. The resulting report contains 2002 revenue for Virginia stores only. You can change this default behavior for a drill path in the Drill Map Editor and for a report in Report Data Options.

There are two ways to drill using the right-click menu. If you right-click a header, a filter is not added to the drill. If you right-click an attribute element, the filter isused.


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