Slide notes: In this tutorial we want to look
at how to provide an Account Annual View drill. The page we are looking at
is in fact an example of an Accounts Value drill and lists a number of Accounts.
What we desire to have, is the ability to click on an Account that is
listed here, and drill into it.
Slide 2
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Like this. This is an Account Annual View drill. It inherits the current
Period settings as selected by the User on the base Report, and it gives us
an annual view of the Account with Financial and Physical totals by month.
Slide 3
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The page from which we drilled is this one. Now let's have a look at how
it's done.
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In fact, the page uses an iterative unit to compile the list of included
Accounts in the result.
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We can see which unit is being called, so let's have a look at the unit
itself.
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The Account code field on the Unit is where the drill is provided. Note the
Template: Iterative Alpha with IKEY. With this Template, we have an
automatic option to provide a drill, by just selecting the drill object.
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Of course, the drill object we choose should be an Account drill page. The
system provides such a page that we can use, and it is called
"iesmobile05" but we can also design additional pages with
different formats and layouts.
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The Help explains.
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The object to drill, and that we have seen earlier, is
"iesmobile05". If we wish to design additional drill objects for
Account drills, then it is important to specify inherited periods, as shown
for this object.
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Slide 26
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And it is also important to list the appropriate masterfile at Data
Sources, with the data key specified as "inherit drill key".
