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.

Drill-down from the spreadsheet

You can drill-down from the spreadsheet by hovering over a cell with a data icon, and clicking on the expand arrows.

Drill-down from the dashboard

You can also enable drill-down in Tables and Bar Charts in the display settings of each chart/table (note: this is off by default due to the potential sensitivity of underlying data).

Sorting/filtering the transaction list

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.

Drill-down permissions

• 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.

FAQs & Limitations

• Works only on the variables that actually have data items attached - "data connected variables"
  • Doesn't work on linked model variables, imported variables, or imported tables
  • Does not work on downstream variables that refer to the data connected variable in their formula
• Cannot drill-down in old versions