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id: post/mohana-blog/tag-blogger-com-1999-blog-1492436440038408053-post-2404641747766690790--5e5cc51257
type: post
title: Analysis Mode killed half the Excel exports on your client's shared drive
summary: Analysis Mode is a feature that lets users group, filter, and pivot data on Business Central list pages without exporting to Excel. It creates personal analysis views with their own columns, filters, and arrangements that persist between sessions and can be packaged into extensions.
tier: community
language: en
tags:
  - analysis mode
  - data grouping
  - pivoting
  - permissions
  - excel alternatives
  - list pages
system: reporting
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  at: "2026-10-07T23:47:26.755Z"
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    url: http://mohana-dynamicsnav.blogspot.com/2026/08/analysis-mode-killed-half-excel-exports.html
    title: Analysis Mode killed half the Excel exports on your client's shared drive
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    url: http://mohana-dynamicsnav.blogspot.com/2026/08/analysis-mode-killed-half-excel-exports.html
    title: Analysis Mode killed half the Excel exports on your client's shared drive
    date: "2026-08-16"
    commit: null
    t: null
    quote: Nothing you do here touches the underlying data, and nothing you do changes the page for anyone else.
  - kind: blog
    url: http://mohana-dynamicsnav.blogspot.com/2026/08/analysis-mode-killed-half-excel-exports.html
    title: Analysis Mode killed half the Excel exports on your client's shared drive
    date: "2026-08-16"
    commit: null
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    quote: Date hierarchies use the calendar year. Not your client's fiscal year.
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post_id: tag:blogger.com,1999:blog-1492436440038408053.post-2404641747766690790
source_id: mohana-blog
source_name: Mohana's Dynamics NAV & BC blog
url: http://mohana-dynamicsnav.blogspot.com/2026/08/analysis-mode-killed-half-excel-exports.html
published_at: "2026-08-16T15:21:23.000Z"
author: Mohana Yadav
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words: 1046
quotes:
  - text: Nothing you do here touches the underlying data, and nothing you do changes the page for anyone else.
    why_it_matters: Explains the safety and isolation of analysis mode operations for nervous users
  - text: Date hierarchies use the calendar year. Not your client's fiscal year.
    why_it_matters: Critical limitation when fiscal year differs from calendar year; causes reporting discrepancies
code_objects_mentioned:
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  - permissionset DATA ANALYSIS - EXEC
  - page Customer Ledger Entries
  - page Chart of Accounts
  - page G/L Account List
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---

# Analysis Mode killed half the Excel exports on your client's shared drive

[Read the post](http://mohana-dynamicsnav.blogspot.com/2026/08/analysis-mode-killed-half-excel-exports.html) · Mohana's Dynamics NAV & BC blog (Mohana Yadav) · 2026-08-16 · 1046 words · tier community · reviewed (checked by Opus)

> Analysis Mode is a feature that lets users group, filter, and pivot data on Business Central list pages without exporting to Excel. It creates personal analysis views with their own columns, filters, and arrangements that persist between sessions and can be packaged into extensions.

## Key points

- Analysis views let users organize data by grouping, filtering, and pivoting without changing underlying data or affecting other users
- Date hierarchies automatically generate Year, Quarter, and Month fields for grouping, but use calendar years not fiscal years
- Requires execute permission on system object 9640; check the DATA ANALYSIS - EXEC permission set if the button is missing
- Analysis mode can be disabled per page with the AnalysisModeEnabled property and is not supported on indented lists like Chart of Accounts
- Analysis definitions can be exported as JSON and packaged into extensions for distribution to clients

## Quotes

- "Nothing you do here touches the underlying data, and nothing you do changes the page for anyone else." (Explains the safety and isolation of analysis mode operations for nervous users)
- "Date hierarchies use the calendar year. Not your client's fiscal year." (Critical limitation when fiscal year differs from calendar year; causes reporting discrepancies)

## AL objects mentioned

As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named.

- other "system object 9640"
- [permissionset 9631 "Data Analysis - Exec"](../../objects/permissionset/9631.md)
- [page 25 "Customer Ledger Entries"](../../objects/page/25.md)
- [page 16 "Chart of Accounts"](../../objects/page/16.md)
- [page 18 "G/L Account List"](../../objects/page/18.md)

## Context

- Features: Analysis Mode, Analysis views, Date hierarchies, Pivot mode, Row Groups, Column Labels, Add columns from related tables, JSON export of analysis definitions

Source: Mohana's Dynamics NAV & BC blog, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.