The analysis mode in Business Central can be used to create analyses directly in the list pages.
For more information, see Analyze list page and query data using data analysis feature
Even if the analysis mode is not suitable for more complex evaluations, formulas, Excel functions etc., an analysis can still be a good starting point for an Excel Report Builder evaluation.
The Import Analysis action on the Excel Report Builder Evaluations page can be used to import an analysis from the analysis mode of a page. The tables, filters and fields of the page or analysis are determined and an evaluation with a data sheet and, depending on the structure of the analysis, a PivotTable sheet is created.
Note
The action is only available as of Business Central 24.
Analyses based on a Query cannot be imported resp. do not result in meaningful evaluations.
Import from
Analysis Page
Specifies from which page and from which user an analysis should be imported.
All pages for which you have created analyses in the analysis mode are displayed in the selection. If you remove the filter in the User ID field, analyses of other users are also displayed.
Analysis Name
Specifies which analysis should be imported.
Import to
Code
Specifies the code for the new evaluation.
Code already Exists
Specifies whether an evaluation with the code already exists.
An additional confirmation is necessary for replacing an evaluation.
Description
Specifies a description for the new evaluation.
Options
Visible columns only
Specifies whether only the columns required/displayed for the analysis or all columns are to be transferred to the data sheet of the evaluation.
Include Analysis Filters
Specifies whether the analysis filters are to be transferred to the evaluation.
Keep User Permissions
Specifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation.
For more information, see Edit Evaluations, Extended, User Permissions.
Keep User Assignments
Specifies whether existing User Assignments of an evaluation should be retained when replacing an evaluation.
For more information, see Edit Evaluations, Extended, User Assignments.
Related information
Edit Evaluations, Extended, User Permissions The User Permission field on the evaluation card specifies whether the evaluation may be executed only by the user responsible for the evaluation, by all users, or only by a restricted group of users...
Edit Evaluations, Extended, User Assignments The No. of User Assignments field on the evaluation card shows the number of users who have added the evaluation to their My Excel Evaluations list...
Import Analysis
