How to: Add Drill Down and Drill Up Actions [AX 2012]

Updated: May 15, 2012

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Drill down and drill up actions allow users to drill into the data that is of most interest to them by expanding and collapsing sections of data within a report. To enable drill down and drill up actions, you must define one or more data groupings for the data region. The expandable and collapsible sections that display correspond to the groupings that have been defined. For more information, see How to: Define Groupings in a Data Region. Drill down and drill up actions are especially useful when you have multilevel groupings. You can add drill down and drill up actions to matrix, table, and list data regions within an auto design report. The following procedure explains how to add drill down and drill up actions to a data region.

To add drill down and drill up actions

  1. In Model Editor, expand the node for the report that you want to work with.

  2. Expand the Designs node for the report.

  3. Locate the auto design that you want to modify, and then expand the node for the auto design to view its data regions.

    NoteNote

    You must define a grouping in the auto design for the drill down action. From the Data node, drag the field to group by onto the Groupings node.

  4. Select the data region for which you want to add drill down and drill up actions.

  5. In the Properties window, set the Data Navigation Style property to DrillDown.

  6. Set the Style Template property to ListStyleTemplate.

    NoteNote

    If ListStyleTemplate is not an option, select the dataset, in the Properties window, set the Default layout property to HorizontalList.

  7. To preview the layout of the report, right-click the node for the design, and then click Preview.

    The Preview window has two tabs: a Parameters tab and a Report tab. The Parameters tab lists the parameters that have been defined for the report.

    Click the Report tab to display the report.

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