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Not applicable

Account Drill Down

Hi,

I have a drill down to show me a specific client name and when clicked drill down into accounts of this client.

In my report, at the moment this is the only client so it automatically is showing account level instead of grouping it at summary level, so it is showing thousands of accounts instead of the summary even though client name is specified as the highest level of the drill down.

Is there a way of showing this at a summary level even though there is only 1 client?

many thanks

8 Replies
Not applicable

Re: Account Drill Down

Hi

How many drill down levels you've got?

Not applicable

Re: Account Drill Down

only one drill down, do you have any idea why it is forcing it down to account level?

christian77
Valued Contributor

Re: Account Drill Down

Because that's the way it works.

A drill group goes down everytime you filter a value of any level.

That's way I use most of the times the cyclic one. I can filter and be at the level that I want.

Drill down always goes down, or up if you don't filter.

In fact, I use drill down groups only if after my explanation, the client want's to have it anyway.

bye.

Not applicable

Re: Account Drill Down

I can't believe that this is the way it works

the issue is that I'm not actually drilling down. It is automatically showing the lowest level just because there is only one available dimension. If I add a null dimension it will show a summary that I can click to drill down.

I would like in my dimension to show this as a summary and if you click then you drill down to the accounts making this up. It is showing around 2,500 accounts instead of the summary that I would like.

From looking at other forum postings like this it appears to be a Qliview issue, rather than the way it should work. It shouldn't be drilling down because there happens to be only one dimension, it looks like I need to work around it.

bye

christian77
Valued Contributor

Re: Account Drill Down

Well, it is another way, that I never use.

Is the answer correct?

Not applicable

Re: Account Drill Down

You've got any listbox with Your drill-down chart dimensions?

MVP & Luminary
MVP & Luminary

Re: Account Drill Down

I don't think it's fair to descibe this as a QV "issue". It is working the way QV designed and documented it. From the Help:

"When a drill-down group is used as a dimension in a chart, the chart will use the first Fields in the group's list of fields that has more than one possible value. If selections are made that cause the field to have only one possible value, the next field in the list will be used instead..."

So it's working as designed and the workaround is to add a null to make sure there are two values. In your app it may not be the design you would like, but there are just as many cases where the current design is an advantage.

-Rob

Not applicable

Re: Account Drill Down

cheers Rob, I understand- it's just a bit frustrating to have to work around it