View Transaction Detail on a Report

When you view an Excel PivotTable report, you can vary the level of detail and modify the amount of data.

To view transaction detail on a report, complete the following steps:

  1. Display an Excel PivotTable report.
  2. If you want to see transaction detail, double-click a measure (value) field.

    A transaction sheet is created, with the transaction detail. Each row in the sheet represents a transaction.

  3. If you want to delete a transaction detail sheet, right-click the sheet tab and click Delete on the shortcut menu.
  4. If you want to turn off the ability to drill down to the transaction detail, click the Data tab in the PivotTable Options dialog box and clear the Enable show details check box.
  5. If you want to modify the number of records retrieved for transaction detail drill-downs, click the Data tab, and from the Connections group, click Properties.
  6. On the Connection Properties dialog box, open the Usage tab and modify the number in the Maximum number of records to retrieve field.

    The default maximum number of records retrieved for drill downs in the Excel PivotTable report is 1,000 (for performance reasons).