Starting with Hookshot BI version 2020 R2.1, the detail display feature has been improved and made more useful.
The detail display has moved. When drilling down into detail display, rather than displaying a separate list of items, it's displayed in the drill down and the columns are added to the report. These new columns are available for sorting, filtering, and other column related functions by clicking on the column headers.
This is an example of the new detail display with the detail column inserted to the report rather than being shown as a separate report.
In all versions of BI, any value displayed in blue is clickable. Clicking on a blue value will offer you options to dive deeper into the data. When viewing a grid report, clicking a number in a column will display the individual invoice lines, PO lines, or other detail lines which went into accumulating that number.
Here is an example of the old style detail display where the lines making up the report value are displayed in a separate report from the originating report.
Now, when you click on a value in a report, all of the columns which used to be displayed in the detail transaction report are instead added to the main grid report rather than taking you to a separate report.
This is basic report. It shows the sales for the current month and is drilled down to show how each sales rep contributed to that company total.
To see the details of any given sales rep, click the value in the column. This will automatically filter the identifier drill down (in this example it is Sales Rep) to just that value, and then add the detail display columns to the grid.
All of the new columns can be modified as normal by clicking on the column header and selecting the action you wish to take, such as rename or sort.
Because the main grid report was filtered to the EON of Current Month, when the detail lines are added, the main date column (Invoice Date for the SALES hypercube) is automatically filtered to that same time period. This is indicated with the filter icon displayed in the column header. However you can modify this filter to be a larger or smaller range than the EON being used in the main grid report.
This means it is possible to show more detail lines than covered by the main grid report and could subtotal to a different value than the one displayed in the report.
For example, the report shows $416 for Sales Rep Robert Thomas. When we click on that value Hookshot BI shows the invoice lines which make up the $416 by filtering the detail rows to the same EON period as the Sales column. In this case, it is the current month. However, it is possible to click on the Invoice Date column header, chose to modify the filter and have the report show a greater of fewer number of detail rows which would add up to a different value that the $16 shown in the Sales column.
When drilled down to the detail level, this is noted in the breadcrumb. Here we see the report is now showing only for Robert Thomas and that we are including the detail display. The Detail is shown as filtered because the Invoice Date column is filter as noted above.
The selection tools in the breadcrumb work as normal. If you wish to see all of the detail lines for all (or some selection) of the Sales Reps, click on the blue box next to Sales Rep and choose to remove the selection or to modify the selection.
Similarly, you can remove the filter by clicking the Filtered blue box and selecting to Remove Filters.
Once the Detail Lines have been added to a report, they will remain until you choose to remove them. This can be done by clicking on any of the column headers and selecting Remove, or by opening the column selector and removing the columns by clicking the X icon.
Columns can be rearranged by dragging and dropping using the four arrow icon to the left of the column name.
Detail Display is not currently available for charting.