Transaction drill-down

If you have data sources that contain transactions (e.g. Xero, QuickBooks Online, NetSuite, or Google Sheets / CSV in transaction format), Causal allows you to drill-down into the transactions, 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 to show transactions.  
Drill-down from the dashboard/tables
You can also enable drill-down in Tables in the advanced settings (this is off by default).  
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. 
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FAQs & Limitations
Does not work with Views (if you have a View applied, you will lose the ability to drill-down)
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
Doesn't work on versions
 

Last modified 24d ago