Drilldown Behaviour

This article explains drilldown behaviour for charts and tables in Model Reef.

You will learn:

• How to navigate from visuals to underlying variables.

• What information is shown on drilldown.

• How drilldown supports auditability and review.

Drilldown links the presentation layer back to the modelling layer.

1

What drilldown does

When you drill into a chart or table item:

• Model Reef opens details about the underlying series.

• You can see which variables, categories or drivers contribute to the number.

• You can open the relevant Variable or Driver Editor from there.

This lets you move from high level views to the assumptions that generate them.

2

How to drill down

Typical drilldown interactions include:

• Clicking a series name or value in a chart legend.

• Clicking a table row or cell with drilldown enabled.

• Using a context menu option such as "View details" or "Open variable".

Exact controls depend on the specific dashboard component.

3

Information shown on drilldown

On drilldown you may see:

• The list of contributing variables or drivers.

• Category and branch context.

• Notes and attachments on those variables.

• Links to open the full Variable Editor or Timing modal.

This gives reviewers enough context to understand where a line comes from.

4

Editing from drilldown

If you have edit permissions on the model or branch:

• You can open the Variable or Driver Editor from the drilldown view.

• You can then change inputs, timing or formulas.

• After saving, charts and tables update to reflect the new assumptions.

Viewer-only users can inspect details but will not be able to edit.

5

Review and audit workflows

Drilldown supports review workflows by:

• Allowing reviewers to follow the trail from dashboards to assumptions.

• Making it easy to test the effect of assumption changes.

• Helping teams align on which variable to adjust when numbers look off.

Use drilldown regularly to keep high level reporting connected to the underlying model logic.

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Related articles

• Multi-Branch Driver Behaviour

• Editing Bounds

• Default Valuation Assumptions

• Build a Budget vs Actuals Model