Overview of Analysis/Pivot Mode Feature in BC D365:
(1) In this blog we will learn about the “Analysis Mode” feature and its use. This feature is available in Pages and Query objects. The data analysis lets you analyze data directly from the page, without running a report or opening another application, such as Excel. The feature provides an interactive and versatile way to calculate, summarize, and examine data. Instead of running reports using different options and filters, you can add multiple tabs representing different tasks or views on the data as shown below.
(2) This feature is controlled by the “AnalysisModeEnabled” property in page and query objects. If it is disabled, then the Analysis Icon will not display.
(3) Let’s try it on the Vendor Ledger Entries page, Open D365 BC and go to Vendor Ledger Entries page, and select “Enter analysis mode”, as shown.
(4) After that, Vendor Ledger Entries pages open in Analysis mode, as shown.
(5) As per Microsoft, when a page opens in analysis mode, pages are divided into two sections as below.
(a) Main Area:
- Data Area: Where the rows and columns of the list page are shown with desired data.
- Summary Bar: The summary bar is along the bottom of the page and displays statistics about the data in the list page or query.
- Tab Bar: The tabs area at the top lets you create different configurations (columns and analysis filters) on separate tabs, where you can manipulate data on the tabs independently of each other. There’s always at least one tab, called Analysis 1 by default.
(b) Manipulation Area:
- Columns: The Columns are one of two panes that work together to define your analysis. The other area is the Analysis filters pane. The Columns pane is used to summarize the data.
- Analysis Filter: The Analysis Filter pane lets you set further data filters on columns to limit the entries in the list. Set filters on columns to limit the entries in the list and subsequent sums to only those entries you’re interested in based on criteria you define.
(6) After knowing the configuration of Analysis Mode, let’s try to make one pivot for reference, as shown.
(a) W/O Pivot Mode:
(b) With Pivot Mode:
(7) Points to remember:
- As you interact with columns whose values can be summed, like selecting multiple rows in a column that displays amounts.
- Rows: The number of selected rows as a part of the total number of available rows.
- Total rows: The number of rows in the unfiltered list or query.
- Filtered: The number of rows displayed as a result of the filters applied to the list or query.
- Average: The average value in all the selected summable fields.
- Count: The number of selected rows.
- Min: The minimum value in all the selected summable fields.
- Max: The maximum value in all the selected summable fields.
- Sum: The sum total of all the values in the selected summable fields.
- Search/check or clear all boxes: Search for columns. To select/clear all columns, select the checkbox.
- Checkboxes: This area includes a checkbox for each field in the list’s or query’s source table. Use this area to change what columns are shown. Select a check box to show the column for the field on the page; clear the check box to hide the column.
- Row groups: Use this area to group and sum data by one or more fields. You can only include non-numeric fields, like text, date, and time fields. Row groups are used often in pivot mode.
- Values: Use this area to specify fields that you want a sum total for. You can only include fields that contain numbers that can be added together; for example, not text, date, or time fields.
- To set a filter, select the column, choose the comparison operation from the list (like Equals or Starts with), and then enter the value.
- The tabs that you set up are only visible to you. Other users will only see tabs they’ve set up.
- Pivot mode: You can use pivot mode to analyze large amounts of numerical data, subtotaling data by categories and subcategories. The pivot mode is like pivot tables in Microsoft Excel.
