Plaza 365
Plaza 365

No results found for your search

RegisterLog in

8

A Guide to Daily Data Aggregation in Electronic Reporting

Visit article

#data

#reporting

Dynamics 365 ERP - Development

Category

Dec 2, 2024

Published date

Text

Article Type

AI Summary

  • The article provides a detailed guide on how to develop reports that present monthly data aggregated by day in Dynamics 365.
  • The author demonstrates how users can select a specific month of the year and generate a CSV report showing the total vendor invoiced amount for each day.
  • The methodology involves creating user input parameters for the month and year, as well as transforming the month from an enum to an integer using a calculated field.
  • To determine the first and last days of a given month, the author uses complex formulas to calculate the dates accurately.
  • The article also covers filtering table records for VendInvoiceJour by date and testing the mapping before completion.
  • A format of type Text is created to display a list of records for each day in the month, with fields for each date.
  • Grouping the invoices by day and aggregating the amounts is done using a Group By function in the mapping.
  • Finally, the corresponding invoice records for each date are found in the $InvoicesGrouped record to display the aggregated amounts accurately.

Registered users can view the full text for FREE!

Sign In Now!

Cookies Consent

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.