Drill-down
If you have data sources that contain underlying data (e.g. transactions from Xero, QuickBooks Online, NetSuite, or Google Sheets / CSV in transaction format), Causal allows you to drill-down into the underlying detail, from any variables connected directly to that data.
You can drill-down from the spreadsheet by hovering over a cell with a data icon, and clicking on the expand arrows.
Use the filters on the right-hand side to filter the list of transactions (e.g. based on transaction memos, GL codes, values, dates). You can also click the column headers to sort in ascending/descending order.
- Any user who has edit or above access to the model will be able to drill-down in the spreadsheet workspace
- Users with view access to the model will only be able to drill-down on the dashboard if it has been enabled on a table
- Even if you have enabled the read-only spreadsheet on the dashboard, drill-down will not be available there.
- Works only on the variables that actually have data items attached - "data connected variables"
- Does not work on downstream variables that refer to the data connected variable in their formula
- Cannot drill-down in old versions
Last modified 1mo ago