Hi,
hopefully I can describe this correctly (with example numbers):
After connecting via CDS to Dynamics 365 Sales (CRM) and the when the dataset is somewhat ready, I go to the report view and start building the visuals, then I notice e.g. Customer X in country DE shows a revenue of 500'000'000 which cannot be correct, knowing the data. First idea: analyse the dataset (ensure it's not because of some post-calculations) and fix the error at source - in CRM.
One way is to add required information to the visual and find it back in CRM but I would like to first have a look at the data, which takes following steps:
- again, add details to the visual (if not there already)
- go to the data view
- find the right field
- filter until you really find the correct line
- find the field with the ID to get the related data in a different table
- repeat the steps above until you can match the record with CRM UI
- clear filters from the table view
Is there a better way? E.g., I find a strange number in a visual, right click - "Filter Data" or a button in the ribbon on top: "Analyse Data" which will pre-filter all related tables in the table view according to this line in the visual.
- automatically filter for the Customer
- automatically fitler for the Country
- basically take all the existing filters from the visual in the Report view to the Data view in order to go there quick and have a look at the underlying lines.
- compareable with a DoubleClick on a cell in a pivot table which is connected to an Olap Cube - giving you all the related lines in a separate sheet in excel
Please let me know if such functionality exists already or if there is maybe an edd-on on the market for that.
Thank you!
