Using Analysis Views in Business Central
UG Expert Kim Dallefeld discusses a new feature in Business Central that is starting to roll out to customer databases.
Key Takeaways:
- Analysis mode: There are some elements that users have already seen with this feature. Screens with rows and columns have likely already had the analysis view icon. Clicking on that provides a capability to build analysis views, such as summarizing the rows and columns.
- Posted sales invoice lines: This provides a view of all the lines of posted sales invoices, then enables users to build views into their data. Kim walks through applying the analysis view within this feature. She also demonstrates adding a column from another table as well as how to group items by certain criteria, like category code.
- Furthering analysis views: Users are also able to drop these elements into Excel. “This is giving a lot of additional power to the users to go create analysis views that will work for them in their business,” Kim notes.
- Feature management: Users must be in version 26.2 and enable the field that says “add fields from related tables” in analysis mode to use these capabilities. Copilot here cannot create an analysis getting a field from another table; users have to add that manually. Additionally, calculated columns are not supported.
