Data Breakdown & Lineage Inspection

Context: cell information page.

To open cells information page click on "!" for the selected cell.

Context: A detailed popup window triggered when inspecting a specific report cell or line item.

• Key Components & Elements:

  • Header Details: Displays key metrics such as cell coordinates/identifiers, calculated numeric values, formatting types, and target row/column conditions.

  • SQL Queries Section: Outlines the underlying database queries executing against system data tables.

  • Action Options: Includes action buttons such as "See breakdown" (to inspect underlying record details) and "Export to Excel".

Context: The granular drill-down view displayed after clicking "See breakdown".

• Key Components & Elements:

  • Data Table/Grid: Shows the individual source records that aggregate into the parent report cell's total value.

  • Columns: Displays source transaction attributes such as record IDs, source system flags, posting dates, amounts, and account codes.

  • Filtering & Pagination Controls: Interfaces for filtering specific line items or sorting source records.

Context: A direct inspection view focused on data provenance and lineage flow.

• Key Components & Elements:

  • Lineage Diagram / Mapping Structure: Visual representation tracing data from raw input tables down to calculated reporting output cells.

  • SQL Preview Panel: Highlights code syntax and condition rules driving cross-table reconciliations.