This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.
The twenty-first of the new functionality in the Development section is Provide queries for users to do ad hoc data analysis across tables.
Developers can now provide queries that end users and data analysts can use to analyze data directly in the client without the need to open the page in Excel or run a report.
Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023
Feature Details
Analysis mode was introduced as a public preview feature in 2023 release wave 1 as a new way of interacting with data on list pages. Instead of running reports using different options and filters, users can simply add multiple tabs that represent different tasks or views on the data. For more information about the analysis mode on list pages, visit Analyze list data using data analysis mode.
In this release, Microsoft take this concept even further and make it possible to also analyze data from any query, the same way as you can on a list page. (Learn more at Analyze, group, and pivot data on queries using multiple tabs.)
With this feature, developers can make queries more easily available to client users who need to do ad hoc data analysis. Using a query object, a developer can join data from multiple tables. For example, they can combine data about sales orders with extra information about the customer or the salesperson involved. Now, they can then add the query as an action on pages using the RunObject property.
By setting the UsageCategory property, developers can make queries discoverable to users in Tell Me search and under Reports & Analysis of the role explorer. For usability, they can provide teaching tips by setting the AboutTitle and AboutText properties, and provide dedicated help links on the query object to help users understand how to use the query by setting the ContextSensitiveHelpPage.
New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
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