Analyze, group, and pivot data from queries

Enabled for Public preview General availability
Users by admins, makers, or analysts Sep 8, 2023 Oct 2, 2023

Business value

End users and data analysts can analyze data from queries directly in the client without the need to open the page in Excel or run a report.

The ability to analyze data directly on queries raises the bar for what you can do without having to switch applications, while still allowing customers and partners to do more in report objects, Excel, Power BI, or other data analysis applications.

Feature details

Analysis mode was introduced as a public preview feature in 2023 release wave 1 as a new way of interacting with data on list pages. Instead of running reports using different options and filters, you can simply add multiple tabs that represent different tasks or views on the data. Examples could be "My customers," "Follow-up items," "Recently added vendors," "Sales statistics," or any other view you want. For more information about the analysis mode on list pages, visit Analyze list data using data analysis mode.

In this release, we take this concept even further and make it possible to also analyze data from any query, the same way as you can on a list page.

Using a query object, a developer can join data from multiple tables. For example, they can combine data about sales orders with extra information about the customer or the salesperson involved. They can then add the query as an action on pages using the RunObject property.

The ability to analyze data directly on queries expands the range of data analysis that you can do without having to switch applications. The data is analyzed in real time and respects the data security that has been set up for the users.

See also

Analyze list page and query data using data analysis mode (docs)