Friday, September 11, 2020

SubQueries on Dynamics AX/365 FO for outer Join

Views and computed columns are sometimes really useful to get data from Dynamics with performance and efficiency. 

For the developer, this is also something harder to work with views rather than X++ code because SQL works with a relational and non dynamic execution.

Let's say we have a view on customer table, implemented with a good performance and you have a change request asking to add a new field with a "1-0,N" cardinality relation between the root data source (CustTable) and the data to retrieve (so, for one customer I can retrieve 1 or more addresses from this type, but maybe I can't find one, so this join is an Outer Join query).

An X++ implementation of this requirement will be easy to do, using a virtual field. But for performance, it could be helpful to use SQL through the view using a computed column.

Basics of computed columns in D365 F&O for memory :

Computed columns are SQL executed by Microsoft SQL Server. The related method of a computed column is not running the calculation but it writes the SQL Code during the synchronization to create the SQL Statement use of this field in the query. That's why a computed column method is returning a primitive type (int, str etc...) and is a static method (no context available for this execution during synchronization).

Imagine in our example, you can't implement an inner join in your existing query because you don't know if you could have a value for your new field and also you can't implement an outer join to avoid duplicating lines on the root datasource. If you can't define a unique key to retrieve the data, a "Select TOP 1" subquery should be a means to reach your goal.

You can see a sample of the syntax below to retrieve for instance a particular address of a customer, selected on a specific criteria (here this is the name of the address). If no address is found, the value will be simply empty without any Outer Join inconvenience.

/// <summary>

    /// Get the Country of one NAMED Address of fetched Sales order

    /// </summary>

    public static server str getFirstMyNameAddressRefRecid()

    {

 

        //Target :  select TOP 1 logisticsPostalAddress.RecId

        //    from logisticsPostalAddress

        //    inner join DirPartyLocation on DirPartyLocation.LOCATION = logisticsPostalAddress.Location

        //    inner join CustTable on CustTable.Party = DirPartyLocation.PARTY

        //    inner join DIRPARTYLOCATIONROLE on DIRPARTYLOCATIONROLE.PARTYLOCATION = DirPartyLocation.Recid

        //    inner join LogisticsLocationRole on LogisticsLocationRole.Recid = DIRPARTYLOCATIONROLE.LOCATIONROLE AND LogisticsLocationRole.NAME = 'MyName'

        //    where salesTable.CUSTACCOUNT = view.CustAccount and salesTable.DATAAREAID = view.dataAreaId

 

        SysDictTable logisticsPostalAddress = new SysDictTable(tableNum(logisticsPostalAddress));

        SysDictTable DirPartyLocation = new SysDictTable(tableNum(DirPartyLocation));

        SysDictTable custTable = new SysDictTable(tableNum(CustTable));

        SysDictTable DirPartyLocationRole = new SysDictTable(tableNum(DirPartyLocationRole));

        SysDictTable LogisticsLocationRole = new SysDictTable(tableNum(LogisticsLocationRole));

 

        DictView MyDirPartyMyNameAddress = new DictView(tableNum(MYDirPartyMyNameAddress));

 

        str s = strFmt('SELECT TOP 1 %2.%1 FROM %2 '+           //LOGISTICSLOCATION

                            'INNER JOIN %5 ON %2.%3 = %5.%4 '+  //DirPartyLocation

                            'INNER JOIN %8 ON %8.%7 = %5.%6 '+  // CustTable

                            'INNER JOIN %12 ON %12.%13 = %5.%18 '+  //DIRPARTYLOCATIONROLE

                            'INNER JOIN %15 ON %15.%16 = %12.%19 AND %15.%17 = \'MyName\' '+  //LogisticsLocationRole

                            'WHERE %8.%9 = %10 AND %8.%20 = %11',            //Criteria

        logisticsPostalAddress.fieldName(fieldNum(logisticsPostalAddress, RecId), DbBackend::Sql), // 1

        logisticsPostalAddress.name(DbBackend::Sql), // 2

        logisticsPostalAddress.fieldName(fieldNum(logisticsPostalAddress, Location), DbBackend::Sql), //3

        DirPartyLocation.fieldName(fieldNum(DirPartyLocation, Location), DbBackend::Sql), // 4

        DirPartyLocation.name(DbBackend::Sql), // 5

        DirPartyLocation.fieldName(fieldNum(DirPartyLocation, Party), DbBackend::Sql), //6

        custTable.fieldName(fieldNum(custTable, Party), DbBackend::Sql), // 7

        custTable.name(DbBackend::Sql), // 8

        custTable.fieldName(fieldNum(custTable, AccountNum), DbBackend::Sql), //9

        MyDirPartyMyNameAddress.computedColumnString(tableStr(SalesTable), fieldStr(SalesTable, CustAccount), FieldNameGenerationMode::WhereClause), //10

        MyDirPartyMyNameAddress.computedColumnString(tableStr(SalesTable), fieldStr(SalesTable, DataAreaId), FieldNameGenerationMode::WhereClause), //11

        DirPartyLocationRole.name(DbBackend::Sql), // 12

        DirPartyLocationRole.fieldName(fieldNum(DirPartyLocationRole, PartyLocation), DbBackend::Sql), //13

        DirPartyLocationRole.fieldName(fieldNum(DirPartyLocationRole, RecId), DbBackend::Sql), //14

        LogisticsLocationRole.name(DbBackend::Sql), // 15

        LogisticsLocationRole.fieldName(fieldNum(LogisticsLocationRole, Recid), DbBackend::Sql), //16

        LogisticsLocationRole.fieldName(fieldNum(LogisticsLocationRole, Name), DbBackend::Sql), //17

        DirPartyLocation.fieldName(fieldNum(DirPartyLocation, RecId), DbBackend::Sql), // 18

        DirPartyLocationRole.fieldName(fieldNum(DirPartyLocationRole, LocationRole), DbBackend::Sql), //19

        custTable.fieldName(fieldNum(custTable, DataAreaId), DbBackend::Sql)); //20

 

        return strFmt('ISNULL((%1), \'\')', s);

    }


Advice for implementation and maintenance :Write your SQL Statement in comment and on every lines of your code (number of your variables).

Don't forget also the dataareaid managed normally by the system won't be here added automatically. So you need to manage it.


Wednesday, September 2, 2020

Tool for Technical Data Model Diagram on Dynamics 365 F&O


One interesting add-on is available for Dynamics 365 F&O development on Visual Studio MarketPlace :

Its name is CIELLOS from the Ciellos company. It's free and really useful for some development tips and even more for its data model export tool.

With this add-on, you could actually export an ERD diagram of data model for several tables, with fields, keys and table name, something really missing on the standard platform. 

The previous release of Dynamics AX has got this kind of tools on the IDE (Docs MS).



For any Data Model visualization or reverse engineering requirements, it could be your best friend.

Other productivity features are available such as 

- Parm method auto creation

- find method/exist method pattern

- Label creation

- Create CoC

- Reports



Saturday, August 22, 2020

New Feature to aggregate data on the new grid component

From 10.0.9 release of Dynamics 365 FO, there are some new features really interesting for users to setup data based on grid componant.

- (Preview) Grouping in grids : allows users to group data within grids. This empowers users to analyze data and calculate subtotals per group. Grouping can be saved as part of the saved view definition when the saved views feature is enabled.

- (Preview) New grid control : faster rendering, smoother scrolling, and less jumping when navigating in the grid. The new grid also allows drag-and-drop column reordering, entry of mathematical expressions in numeric cells, the ability to calculate totals at the bottom of numeric columns, and the ability to get ahead of the system when editing or creating data.

- (Preview) Saved views : enables saved views, which is a significant enhancement to the personalization subsystem. This feature allows users to have multiple named sets of personalizations per page. Views can also be published to security roles and legal entities.

Let's see the result :

Grouping


Total


Final result


Grouping :https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/finance-operations-crossapp-capabilities/grouping-subtotals-grids


Remark : This feature should be enable after the new grid componant feature (dependancy).


The save view :

Save your current view (filtering, grouping, order of columns) by clicking on the Standard view button. Save your view with a name.



With the new grid componant, you could by drag and drop, change the order of column easily. When your changes are done, a star appears on your view name.

You can also publish your view by clicking on the three dots on the popup of the view name

As you can see, a lot of option are available on the publishing context setup (company, roles)


Administrators could retrieve the view from this feature on System administration module > Setup > Personalization