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

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”
• page 25 “Customer Ledger Entries”
• page 16 “Chart of Accounts”
• page 18 “G/L Account List”

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.