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Steps | Description |
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1 | Sales & Receivables Setup (Optional) - Specifies the dimension code for customer groups & or Sales Person in your analysis report. (if any) |
2 | Sales Analysis View - Specifies the dimension code it use for analysis report 2.1 Go to Sales Analysis Views 2.2 Create New Analysis View 2.3 Enter Analysis View Information (1) Fill up the general information
(2) Select the Dimension - max 4 Dimensions for analysis view (3) Click Update action - Last Date Updated and Last Entry No. to be shows after update |
3 | Analysis Line Templates - setup the line templates for a set of lines it representing the analysis lines that you see in the analysis report. Enter the Column Templates Name, Description and Analysis View Code then click Lines actions to setup For more details, please see https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-create-analysis-views-reports#to-set-up-analysis-line-templates |
4 | Analysis Column Templates - setup the column templates that you expected to use in your analysis report. In this case example, select Sales Analysis Column Templates for Sales Analysis Report Enter the Column Templates Name then click Columns actions to setup the columns For more details, please see https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-create-analysis-views-reports#to-set-up-analysis-column-templates |
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