Analysis Mode - Related Table Fields

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Feature Description


In this minor release of 26.2, users gain the ability to add fields from related tables directly within analysis mode. This enhancement allows for more comprehensive data views by incorporating related information without leaving the analysis context. Users can select fields from related tables via context menus, either on the analysis tab or individual columns. The system intelligently identifies relationships between tables, enabling users to choose relevant fields through a guided selection process. This feature streamlines data analysis, reduces the need for external tools, and enhances the depth of insights derived from Business Central

🔷 Important

This feature functionality is only available in version 26.2 or later of Business Central. View which version you are on in the Extension Management view within Business Central.

Feature Video


   

Feature Screenshots


Business Uses


  • Enhanced Data Analysis: By incorporating fields from related tables, businesses can create more comprehensive and insightful reports. This facilitates better decision making by providing context rich data within a single analysis view.

  • Improved Operational Efficiency: The ability to access related data without switching contexts or exporting to external tools reduces time spent on data gathering and report building. This streamlines workflows and allows employees to focus on analysis rather than data preparation.​

  • Customised Reporting: Users can tailor their analysis views to include specific related fields pertinent to their roles or departments. This personalisation ensures that users have access to the most relevant and up to date information, enhancing the effectiveness of their reporting and analysis tasks.

System/User Requirements


Requirement

Description

Dynamics 365 Business Central Essential Licence

A Dynamics 365 User Licence is requrired to be able to use this feature, you will also require the necessary permissions for the system.

Enable Feature (Feature Management)

For the ability to add in related fields, you must ensure your system is on version 26.2 or later of Business Central and you must also ensure the feature is enabled within ‘Feature Management’