This The function of the drill-up is used to answer for the questionfollowing questions:
- In which reports or fields cells was a deal included?
- Why was a deal not included in a report or a fieldcell?
First of all, the user has to look in the “general object search” for the specific deal in question. The link ‘Reports’ is available in Then a link to “reports” can be found on the deal overview page for this purpose.
An
There you get an overview of all reports , which are marked in with colour , is displayed to show if a deal was markings, whether the deal has been included in a report ("green") or not ("red").
When the user clicks on a report (regardless of whether the deal is contained included in this report or not), the report opens , displaying with the data from of the last execution.
The errors in Now the cells of the report are marked in colourcoloured, depending on whether or not the deal was included in the amount for the field.
When the user then clicks of the cell ("green") or not ("red").
If you click on an amount, in addition to the normal drilldown-values, the filter rules for the field selected cell and the selected deal selected are shown in the upper section, in addition to the usual drilldown values (see drilldown) shown in the lower sectionare displayed.
The filter rules for the field cell are coloured individually in order to show if they apply to the deal "green”, or not “red”. At the same time, the values for the rules are placed opposite the value for the deal.
This gives the user a simple and clear explanation of why a deal is included in a field cell or a report or vice versa why it has been excluded.