Indexing Tab (Fig.) is where you can create indices to optimize Drill Down. Drill Down is the process in which you study summary numbers by breaking them down into the lower degrees of granularity with the transactional level being the lowest. Of course, you can see the entire set of transactions at any moment, but you would be better off first narrowing down the data and pinpoint your area of interest, which may be limited to a certain location, industry type or an asset category.

While studying the results of the Aggregation Task execution you may want to see how the numbers break down by locations, currencies, or product types. Therefore you would indicate to the system to use these criteria during the Detail selection step.

Drill Down optimization allows controlling the speed of viewing or extracting the data set resulting from the Aggregation Task execution. Users are encouraged therefore to establish anticipated drill-down sequences that are likely to be used more often and the system will generate indices accordingly. Properly created indices may speed up data viewing tens or even hundreds of times.

There is however the efficiency trade-off. If you create too many detailed sequence combinations, time to generate indices may exceed the time of the aggregation run itself.

Note: Please consult your SA if you are not clear on how your database operates before you set out optimizing the drill down.

Indexing Setup
Assuming that you anticipate several possible paths the Drill Down would take (that is the sequence of the detail selection) you would create as many sequential indices arranging details in the anticipated order separating them with commas:

1. On the Index Tab, grill press  to insert a row (Fig.).

2. Press  to open the Detail lookup.
3. Select detail in an anticipated sequence (use Ctrl for multiple select) and press OK to close the Lookup. Selected details appear in the row separated by commas (Fig.).

4. Set up the remaining parameters:

Clustered – This parameter allows you to determine where the Index will be stored. It is Database-specific and works differently with various DB types. Please consult your DBA prior to using this feature.
Unique – If checked, the Index will be regarded as ‘Unique’.