Import Analysis

2025/09/20 • 2 min. to read

In this topic

Related information

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.