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

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 versions