In this series we are discussing what's new in Business Central 2023 (Wave 1) a.k.a BC22.
This article we will discuss about - Analyze, group, and pivot data on list pages using multiple tabs.
With this series we will understand what's new the product and learn it.
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Business value:
End users and data analysts can analyze data from list pages directly in the client without the need to open the page in Excel or run a report.
The ability to analyze data directly in list pages raises the bar for what you can do without having to switch applications, while still allowing customers and partners to do more in report objects, Excel, Power BI, or other data analysis applications.
Feature details / Demo:
Analysis mode is a new way of interacting with data on list pages. Instead of running reports using different options and filters, you can simply add multiple tabs that represent different tasks or views on the data. Examples could be "My customers," "Follow-up items," "Recently added vendors," "Sales statistics," or any other view you want.
When you're ready to analyze data on a list page (where you might have filtered data using a view or filter pane), simply switch to analysis mode:
Analysis mode opens the data in a new experience that's optimized for data analysis. When a page is in analysis mode, it's split into three areas:
- Tab Area.
- Field modifier area.
- Data area to interact with the data.
For columns that are summable, you can easily get descriptive statistics on a set of fields by marking them.
Use the field modifier area to control the data to show and its format. On the menu, you choose the fields to show or hide.
You can group data by dragging fields to the Grouping part of the Columns menu. This lets you explore data grouped by one or more fields to the left of the data area.
Grouping works great in pivot mode. To enable pivot mode, turn on the Pivot Mode toggle switch and then drag fields that are to be summed to the Values part.
In pivot mode, you can define groups that show up in the column part of the data area. Do this by dragging fields to the Column Labels part of the Columns menu.
Column grouping works best if the grouping field only contains a few values.
Use the Additional Filters menu of the field modifier area to apply more filters to the dataset. In this part of an analysis, you might want to focus on a specific customer or period of time.
The data area gives you rich control of the layout of columns.
Drag columns to where they make the most sense in your analysis.
Pin a column to the left or right side of the column part.
Define data filters directly on the column definition instead of going to the field modifier area. You can still peek in on details about related data and for each line and open the card to learn more about a given entity.
These tabs are saved for your use only.
Limitations:
- On a list page, as a starting point you can set filters to limit the data.
- currently limited to 100,000 rows.
How do I get started with analysis mode?
The feature is in public preview, which means your administrator must turn it on before you can try it out. If you decide it isn't for you, your administrator can turn it off again. To try it out, go to the Feature Management page and enable Analysis mode.
For other articles related to What's New in Business Central 22, refer here.
Hope you learn and will be able to utilize this feature as Business Central 22 is available.
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