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How to analyse, group and pivot data in Business Central on list pages using multiple tabs

Summary

** Microsoft have announced that this feature will available in Version 22. This is due to be released April/May 2023.**

There is a new Analysis mode on list pages, which allows you to check data directly in Business Central and save views, without the need to open in Excel and run a report.

This feature was announced in the Microsoft Dynamics 365 Business Central 2023 release 1 and is now available for preview. This will be automatically switched on with the end of year update in 2023.

How do I use this feature?

As this feature is still in preview mode, the first step is to switch this on in Feature Management.

Feature management in Business Central

Then, navigate to a list page, for example Posted Sales Invoices’:

List page in Business Central

When Analyse mode is switched on for the page, you’ll see an instrument to create a pivot table based on your data.

Analyse mode in Business Central

It is possible to create a pivot view and save this view as tab.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 Business Central

Dynamics 365 Business Central is a cloud-based, all-in-one ERP business management solution from Microsoft. 

Designed to integrate with the full Microsoft suite – such as Outlook, Excel, and Power Apps – Business Central can connect and automate your business from managing your accounts, stock, projects, manufacturing, and sales.

Become a smarter, more agile, and better-informed business with Business Central – a solution which can evolve and grow as your business grows.

Business Central offers:

  • Greater control and insight of your business
  • Real time business reporting
  • Cloud benefits – secure access from anywhere
  • Full Microsoft 365 integration – increasing collaboration and efficiency across your business
  • Customisations for specific industry needs with Power Apps, Power Automate and Power BI

Business Central is flexible to suit any business needs so simply choose which modules are needed for your business.

Speak to a member of the GCC team and find out more about Dynamics 365 Business Central.