Last month (Nov 2018), Smart View got a new patch, v.11.1.2.5.810, which includes a few new functionalities.

One of the cool functions is the drill-through launch option. When connected to an EPM service and using data management to load data for drill through reports, we can now launch the reports in Excel itself directly.

Currently, the supported EPM products are:

• Planning and Budgeting
• Enterprise Planning and Budgeting
• Financial Consolidation and Close
• Tax Reporting

Let’s take look at a real example. We know, in data management if we select creating drill through region function, the data that loaded from data management will have a green border, which tells us that these data can be drilled back to a source.

We could hover over the cursor to click Drill-through or right-click the cell to select Drill-through.

Then it will bring us to the data management staging table.

Starting from this new smart view patch, we are able to specify the launch preference using the Drill-Through Launch option, located in the Options dialog, Advanced tab.

There are three drill-through launch preferences:

• In Web Browser
• In New Sheet
• Prompt Me to Choose Target

The Web Browser option is what we’ve been using by default. If the In New Sheet gets selected, when we process the drill through function, the current workbook will create a new sheet. Instead of going to a staging table and download the data to Excel, this drill through in new sheet function comes very handy.

On top of that, we can select the Prompt Me to Select Target option.

By clicking the drill through button, a new window will be prompted for us to select.

That is all for this post. See you next time and happy new year!