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



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