Pivot Mode | Analyze Worksheet in Business Central

  • 4 months ago
Agenda of the Video▶️: To show, List Page filtered Data in Pivot-Table-Mode.
Here, Worksheet = Page Data (List Page/Vouchers/Journals).
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Create "Pivot Table" to *Analyze* Worksheet Data | Version: 23.2 (INDIA, Business Central).
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Benefit of the▪️Analyze▪️Option❓
▫️When you create Pivot Tables in Business Central using the Analysis mode feature.
▫️This feature allows you to interact with data on list pages, and analyze it directly in the client without having to open the page in Excel, or Run a Report.
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✍️Steps are as follows: -
✅1. To create a Pivot Table, you can switch to Analysis Mode by adding multiple tabs that represent different tasks or views on the data.
✅2. Once you’re ready to Analyze data on a list page, simply turn on the Pivot Mode toggle switch and drag fields that are to be summed to the Values part.
✅3. Once you’re ready to Analyze data on a list page, simply turn on the Pivot Mode toggle switch and drag fields that are to be summed to the Values part.
✅4. You can define groups that show up in the column part of the data area by dragging fields to the Column Labels part of the Columns menu.
✅5. Column Grouping works best if the grouping field only contains a few values.
You can also apply more filters to the dataset using the Additional Filters menu of the field modifier area.
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▶️Video ContentCreator | Editor | Publisher | Speaker: Madhavi Pandey.
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