Drill: Drilling to a Separate Workbook

Estimated reading time: 7 minutes

Overview

Interject makes it easy to set up the report drill feature discussed in the section Drilling Between Reports. Interject also gives its users the flexibility in drilling data not only to a different sheet within Excel but a separate workbook altogether. Interject achieves this functionality by the use of Data Drill Codes that are set up in the Report Library.

Drill Codes are needed when a drill needs to go to a separate workbook, and that workbook is saved in the Report Library. You can add Drill Codes to a report by adding them to the Report Link Details window, as seen below. The Drill Codes must be unique to others that were saved prior. A report can have up to three drill codes, each pointing to different worksheet tabs. More are allowed, but you must contact Interject for assistance.

If you are following the Training Labs, this report file can be found in the Report Library at Training Labs > Lab 4 Drilling To Data > Lab 4.4 Drilling to a Separate Workbook.

Opening the Report and Drilling

For this walkthrough, you will be using the same report you setup the original drill for in Drill: Customer Aging Report. To get a sense of the original drill again, you will perform a drill to a different sheet within the same report.

Step 1: Begin by opening the Report Library and opening the report Interject Customer Collections.

Step 2: Enter Market for the Company Name and Pull Data.

Step 3: Next select the Bottom-Dollar Markets and click Drill on Data.

Select Drill to Aging Detail and then Do Drill.

The drill is completed and generates the report in the CustomerAgingDetail sheet.

Clear the data and switch back to the CustomerAging sheet.

Uploading the Report With a Drill Code

In order to drill to a separate workbook, you must first upload the targeted workbook to the Report Library. For instructions on how to upload a report, see Report Library Links.

Step 1: Begin by first saving the report locally (be sure to use a different name than the original). Next open the Report Library up and select the My Favorites folder.

Step 2: Right click in the Report Links section and click Save Current Workbook and then Create New Link.

Step 3: In the Create New Link form, enter the following details:

Link Name: TargetReportForDrill
Status: Live
Data Drill Code: TargetDataDrillCode
Target Tab Name: CustomerAgingDetail
Report Cell: <Leave blank to run the whole sheet>

The Data Drill Code is a unique code that will "point" to this workbook in the Report Library. When a ReportDrill function is set up with this code, Interject will open the corresponding workbook in the Library with the same code. The Target Tab tells Interject to open the workbook to this tab. If a cell reference is listed in Report Cell, it will run the Interject function found there. If this field is left blank, it will simply run the entire sheet.

Close the file before proceeding to the next section.

Adding the Drill Code to the ReportDrill Function

In this section you will open up the original report and edit it so that it can drill to the report you just uploaded using the Drill Code.

Step 1: Open up the original Interject Customer Collections report again via the Report Library as you did in the beginning.

Step 2: You will need to access the configuration section of the report. Begin by unfreezing the panes by selecting PANES: Freeze/Unfreeze Panes from the Quick Tools menu.