How to use drill-ins

To drill into a driver in a driver table:

  • Press Cmd/Ctrl + Enter to toggle the drill-in state.
  • Or, right-click the driver name and select Drill in.
  • Or, hover over the driver name and click the toggle caret that appears.

Once expanded, the driver’s inputs (based on its formulas) will be displayed indented inline.

  • A gray keyline indicates the input comes from actuals formulas.
  • A blue keyline indicates the input comes from forecast formulas.

To collapse a drill-in:

  • Click the toggle caret on the expanded driver.
  • Press Cmd/Ctrl + Enter on the root expanded driver.
  • Press Cmd/Ctrl + Option/Alt + Enter on a striped input line to collapse its parent.

Drill-ins support multiple levels of depth—expand an input line further to see its underlying dependencies.

Drill-ins permissions

Drill-ins follow the same permissions as the driver detail pane:

  • Admins → Can drill in freely across the entire model.
  • Managers & Members → Can see direct (first-level) inputs but cannot drill further into drivers they don’t have access to.
  • Guests → Cannot use drill-ins.

For a full breakdown of roles and permissions, see this guide.

Important notes

Drill-ins are saved per user

  • Expanding drill-ins only affects your own view—others won’t see the expanded state unless they do it themselves.
  • This allows multiple users to explore without disrupting each other’s workflow.
  • We’re considering ways to share drill-in states, so let us know if this would be useful.

Want others to see a breakdown?

If you want other users to view the same expansion:

  1. Guide them to use the drill-in feature themselves
  2. Explicitly add selected drill-in drivers to the block:
    • Select the expanded drill-in drivers
    • Press Cmd/Ctrl + Shift + B or right-clickAdd to block

This will make those driver lines visible to everyone.

Drill-in lines have a striped background

Stripes indicate drill-in lines are dynamically generated and won’t appear for other users unless expanded.

Drag-and-drop to reorder is not supported for drill-in lines.

Undo/redo is not supported for drill-in lines.