Prerequisites and getting started
If you're using Dynamics 365 Business Central version 22, the data analysis mode is in preview. Therefore, an administrator needs to turn on the feature before you can use it. To turn on the feature, go to the Feature Management page in Business Central and turn on Feature Update: Analysis mode, quickly analyze data directly in Business Central. For more information, see Feature Management.
In version 23 and later of Business Central, your account must be assigned the DATA ANALYSIS - EXEC permission set or include run permission on the system object 9640 Allow Data Analysis mode. As an admin, you can exclude these permissions for users who you don't want to have access to the analysis mode.
You might notice list pages that don't include the Analyze switch for changing to the analysis mode. The reason is because developers can turn off analysis mode on specific pages by using the AnalysisModeEnabled property in the AL programming language.
To get started working with data analysis mode, follow these steps:
Open the list page or query.
For example, to work with the Customer Ledger Entries page, select the Search for Page icon (Alt+Q), enter customer ledger entries, and then choose the related link.
In the action bar in the upper part of the page, turn on the Analyze toggle switch.
Data analysis mode opens the data in an experience that's optimized for data analysis. While you're in data analysis mode, the normal action bar is replaced with a special data analysis mode bar. The following figure illustrates the different areas of a page in the data analysis mode.
Each area is explained in the sections that follow.
Use the different areas to manipulate, summarize, and analyze data. See the sections that follow for details.
When you want to exit the analyze mode, turn off the Analyze toggle switch.
The analysis tabs that you add remain until you delete them. Therefore, if you return to the data analysis mode again, the tabs appear exactly as you left them.
Filters or views that you set on the list page control the data that's shown in analysis mode. As a result, you can prefilter data before entering analysis mode.