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Drilling Into YTD Values On Matrix Reports

Question

What YTD values can I drill into on my Matrix Report? For example, let's say I have a standard calendar fiscal year (January-December). Where can I drill into YTD values?

Answer

Drilling into values on a report pulls up the Explore Cell window that is available on sheets. It would be possible to Explore Cell on any month or rollup of months (Qtr, FY), in the same way this can be done on sheets, but not values "artificially" generated by the report.

 

In your example, you would be able to drill into the following values:

1.  January YTD

  •   This would be the equivalent of drilling into a single month on a sheet

2.  March YTD

  •   This would be the equivalent of drilling into Q1

3.  December YTD

  •   This would be the equivalent of drilling into FY

 

It would not be possible to drill into July YTD, for example, as this is a collection of seven months rolled up together just for the purpose of this report.