Drill Down to Selected Ad Hoc

Spreadsheet Server allows drilling down from a predefined drill down panel, or directly from a GXL formula to an ad hoc query. If drilling down from another drill down panel, the results appear in a single tabbed panel, based on the option in the user's Spreadsheet Server Settings. If drilling down directly from a GXL formula, results appear in a panel or worksheet, based on the method used to execute the function. The Ad Hoc Drill Down option is only available if the user is:

• Licensed to the General Ledger feature.
• Permitted to process ad hocs, as defined in Application Configurator security settings.
• Permitted to process ad hoc queries for the predefined drill down level.

A user's ability to execute an ad hoc query using a stored procedure is by the user's Application Configurator settings.

Note: When processing an ad hoc query drill down, the list of available ad hoc queries is controlled by the Filter by GL option in the Settings > Ad Hoc Queries panel (see Spreadsheet Server Settings for more information).

Drill Down to a Selected Ad Hoc From a Drill Down Panel

1. From the predefined drill down panel, select the desired record(s) in the grid. To:
• Select a single record: click the record.
• Select multiple records, press and hold the Ctrl key, as records are selected in the grid rows.
• Select multiple records in a range, select the first record in the range, press and hold the Shift key, then, select the last record in the range.
• Select all records in the grid, right-click and select Select All.
2. Right-click and select Ad Hoc Drill Down. From the Ad Hoc Drill Down drop-down list, select the query to be used for drilling down. The system displays the appropriate Ad Hoc Drill Down panel.

Drill Down to a Selected Ad Hoc From a GXL Formula

1. Select a cell containing a GXL formula, then, from the Spreadsheet Server Ribbon:
• To display results in a panel, click Drill Down > GL Journals > Prompt. The Select an Ad Hoc Query panel appears.
• To push results to a worksheet, click Drill Down > Worksheet > GL Journals > Prompt. The Select an Ad Hoc Query panel appears.
2. Select the query to be used for drilling down and click OK. The drill down results for all accounts associated with the GXL formula are displayed in a panel or pushed to a worksheet.