Reach the transactions behind any value in your spreadsheet, and come back to them whenever you need current data. A drilldown is saved as a range, so you can select it again, change what it covers, and fetch fresh transaction detail without drilling in a second time.
Required permission: None beyond access to the Spreadsheet App. Drilldown results are filtered by your Data Access Scope, so you see only the transactions behind the data you already have access to.
What a Drilldown range is
A standard range fetches Cube values at the intersections of the dimensions you place in rows and columns. A Drilldown range works differently: it has filters only, no rows and no columns, and it returns the individual transactions behind those filters rather than a consolidated value.
Because it is a range, it behaves like one. It appears in the range selector, it has a Build card, you fetch data to it, and you can rename or delete it.
Create a Drilldown range from a value
Use this path when you are looking at a number and want to see what it is made of.
- Open the Cube Spreadsheet App.
- Select the cell you want to drill into.
- Under Analyze, select Drilldown.
- To suppress zeros, toggle on Exclude zero rows from results.
Cube opens a new tab with the transactions behind the value and saves the drilldown as a range.
Create a Drilldown range from scratch
Use this path when you know the transaction detail you want and do not have a value to start from.
- Open a blank sheet.
- Select + New in the Spreadsheet App.
- On the Dimensions / Transactions toggle, select Transactions.
- Select dimension members in each filter to define what the drilldown covers.
- Select Fetch Data.
In Transactions mode the Rows and Columns areas are hidden and every selection goes to Filters. Cube returns leaf-level transaction detail.
Note: The Dimensions / Transactions toggle is available only while you are creating a range. After the first successful fetch the range's grain is fixed. A range cannot be converted between Dimensions and Transactions afterward. To change grain, create a new range.
Select an open Drilldown range
- Open the range selector in the Spreadsheet App.
- Select the drilldown range you want.
The Build card shows the drilldown's filters, one row per dimension in your Cube, including any custom dimensions. There are no Rows or Columns areas, because a drilldown range does not have them.
Fetch current data
Select Fetch Data to run the drilldown again against its saved definition and update the rows on the sheet with current transaction data.
Refetch whenever your source data has changed. There is no need to drill in again or rebuild anything.
Change what a Drilldown range covers
The filter values on a drilldown card are editable, so a drilldown is something you steer rather than something you re-create.
- Select the drilldown range in the range selector.
- Select a filter row on the Build card.
- Choose the dimension members you want.
- Select Fetch Data.
Cube returns the transactions matching the updated filters.
Note: If a drilldown filter uses a tag, the rows it returns depend on that tag's current membership. Editing the tag in the Workspace changes what the next fetch returns, even though nothing in the workbook changed.
Name, rename, and delete
Cube gives every drilldown range a default name when it is created. Rename or delete a drilldown range the same way you would any other range, using the edit icon in the Spreadsheet App.
Deleting a drilldown range removes it from the ranges Cube recognizes in your workbook. It does not delete the sheet or the values already sitting in its cells.
If a drilldown is too large to fetch
A very wide drilldown, such as every account across multiple years, can return more data than Cube can process in a single fetch. If you see a message that the requested dataset was too large, narrow the drilldown's filters and fetch again. Reducing the time range is usually the fastest fix.