Drill Down and Drill Up

You can drill down and drill up to explore different aspects of your business and move between levels of information. For example, you can examine revenue for an entire product line and then drill down to see revenue for each individual product in the line. When you finish viewing individual product revenue, you can drill back up. After you familiarize yourself with the hierarchy, you can drill down and drill up multiple levels at a time. If you want to examine the impact of a single aspect of your business on the whole, you can drill down to the lowest-level category in a dimension.

When you drill down on a nested category, some information may be removed. For example, a report shows Years in the rows and Quarters as nested categories. If you drill down on a Quarter, the redundant Years level is removed. The available drill-down and drill-up features depend on the display type you choose.

The name of the current level appears in the Change Rows or Change Columns box.

Steps to Drill Down

• Choose the level of detail you want to see:

• To see a particular category, click any hyperlink category or graphic area in the display.

This action drills down on the category, showing the level below.

• To see a whole level, in the Change Rows or Change Columns box, click [Down a Level].

This action drills down on the level, replacing the row or column with the child categories of all the currently displayed categories.

Steps to Drill Down Multiple Levels

1. Pause the pointer over a category in a crosstab display or in the legend of a graphic display.
2. Click any level category from the cascading menus

Note: In older version Web browsers, you can only drill down one level at a time.

Steps to Drill Up

• In the Change Rows or Change Columns box, click a higher-level category.

Tip: If you previously drilled down using [Down a Level], you can drill back up by clicking [Up a Level]. You can also use the Back button of your Web browser to drill back (up or down) to where you previously were.

Prepare a Bookmark

Bookmarks are a convenient way to return to specific reports. For example, you bookmark a report showing sales figures filtered for a specific set of products. You then select the name of the report from the list of bookmarks in the Web browser. The report opens in the browser and shows current data.

The Prepare Bookmark button captures the complete URL for the report shown in the Location or Address box of your Web browser. This URL includes information about the categories in the report, data formats, and filtering that is not usually included in the URL. After you capture the URL, you can bookmark the report and add its URL to your list of bookmarks or favorites in your Web browser.

Steps

1. Explore and format your report until you are satisfied with its current state.
2. Click the Prepare Bookmark button.

The complete URL for the report appears in the Location or Address box of your Web browser.

3. Use the features of your Web browser to add the bookmark to the list of Web browser bookmarks or favorites.

Notes

• If the complete URL for the report is long, you may be prompted for a number of options. This is because, long URLs can not always be maintained in some Web browsers. The options include the following:

  • Attempt to Open Bookmark, which attempts to display the report with as much of the URL as can be displayed. Some of the details of your report may be lost.

  • Save This Page With a Link to the Report, which means that you must click File, Save in your Web browser, to save the Bookmark Options page as an HTML file on your computer. When you open the saved file in your Web browser, you can create a bookmark. The file will contain a link to the report.

Print Reports

Steps to Print AUXINFO Reports

1. On the Web Explorer toolbar, click the Export PDF button.

A PDF version of the report opens in Adobe Acrobat Reader as a plug-in or in a separate window, depending on how the reader was installed.

2. On the Adobe Acrobat Reader toolbar, click the Print button.

To return to your report in AUXINFO Web Explorer, click the Back button in your Web browser.

Note: If you are using Internet Explorer 4.0, we recommend that you use service pack (SP) 2 version 3283 or later for Export PDF. You can verify the version number, by clicking Help, About Internet Explorer in your Web browser.

Export Data

You can export the data in a AUXINFO report for use in other applications. Exported data is saved in comma separated value (.csv) file format.

You can view this data in any application that supports comma separated value files, such as Microsoft Excel. If you do not have Microsoft Excel installed, you can save the .csv file to your computer, and then open the file in another application.

If you have Microsoft Excel installed (either Excel 95, Excel 97, or Excel 2000) you can save the .csv file to your computer, or open the data directly in Excel. However, to be able to open the data directly, your Web browser must be configured to recognize the .csv format.

• Configure Netscape Web Browsers for Export CSV

You must set the MIME type for the Microsoft Excel Comma Separated Values File format to text/x-csv in your Web browser. To do this, in your Web browser, click Edit, Preferences. Expand Navigator, and select Applications. In the Description box, select Microsoft Excel Comma Separated Values File, and click Edit. In the MIME Type box, type text/x-csv

• Configure Internet Explorer Web Browsers for Export CSV

You must set the MIME type for the Microsoft Excel Comma Separated Values File format to text/x-csv for your operating system. To do this, Open Windows Explorer. Click View, Options, and click the File Types tab. Select Microsoft Excel Comma Separated Values File, and click Edit. In the Content Type (MIME) box, type text/x-csv

Steps

1. Explore and format your report until you are satisfied with its current state.
2. On the toolbar, click the Export CSV button.

You are prompted to open the file or save it to your computer.

Notes

• If you are using Internet Explorer 4.0, we recommend that you use service pack (SP) 2 version 3283 or later for Export CSV. You can verify the version number, by clicking Help, About Internet Explorer in your Web browser.