Introduction to drilling

Drilling is a way for a user to control the amount of detail in a report.

Universe designers create hierarchies of dimensions when they create universes, for example Country, State, City, Zip Code, Street. When users view reports, they can adjust the amount of detail in the reports by entering drill mode and drilling up or down according to the dimension hierarchies (often called "drill hierarchies).

Note:    Depending on their user rights, some users might not have access to the drilling functions.

Users set the scope of analysis to control how much data Web Intelligence includes in the data provider (cube) it creates when a query is executed.

When a user executes a query, Web Intelligence retrieves data for the dimensions in the query, but also for the dimensions that the user has included in the scope of analysis. This means that when a user drills through a dimension hierarchy the information for the new report is in the data provider, and it is not necessary to execute a new query to display the drilled report. See also Drilling out of scope: the scope of analysis.

Note:    The user executing the query might not be the user that set the scope of analysis.

You use REBean to drill in Web Intelligence reports.

The drilling process

To provide users with a drill function, implement the following process:

  1. User requests a drill operation by clicking on a drill link in a report.
  2. The request contains information about the drill operation. For example, the name of the script that will handle the request, from which dimension the drill starts, and to which dimension it goes.

  3. The script defines the drill operation by initializing the document's drilling objects with the information passed in the drill request.
  4. The script instructs Web Intelligence to generate the HTML for the drilled report.
  5. Web Intelligence uses the information in the document's drilling classes to generate the drilled view.

  6. The script displays the drilled view generated by Web Intelligence.
  7. Repeat steps 2 to 4 for each request for a drill operation.

    The process you need to implement to provide a drilling function

Defining the drill operation

You can only define drill operations for drillable documents. A document is considered drillable if the dimensions used to form the query are part of a dimension hierarchy.

Defining the drill operation involves:

The details of how you define the drill operation depend on the type of report. For information on defining the drill operation for Web Intelligence reports see 83.

Generating the HTML and viewing a drilled report

This step in the drilling process involves generating the HTML for the report using the drill operation you have defined. Once you have done this you can view the report as HTML using the normal workflows.

Drilling out of scope: the scope of analysis

An out of scope drill is one that goes up or down to a dimension that is not in the data provider. To fulfill this request the query must be reformed and rerun to retrieve the requested data.

You can handle out of scope drills manually or transparently. How you manually handle out of scope drills depends on the type of report, however the mechanism for transparently handling out of scope drills does not depend on the report type.

For information on manually handling out of scope drills for Web Intelligence reports see 88.

Transparent Drill Outside of Cube

The Web Intelligence facility for automatically handling out of scope drill requests is called Transparent Drill Outside of Cube. When this is functioning, the scope of analysis of the query is automatically reset to incorporate the data for the requested dimension.

Supervisors can control a user's access to this facility using Supervisor.

Drill hierarchies

Hierarchies contain dimensions and are defined by universe designers. You can see drill hierarchies in the Report Panel.

A dimension contains a list of values. When a value is selected from the list, it acts as a dimension filter.

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