MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

Lab 4: Create an aggregated data entity

Change Record

Objective

This lab consists of several exercises. Requirements include a working development virtual machine (VM) with access to the finance and operations apps and Microsoft Visual Studio. In the:

• First exercise, you’ll create an aggregated data entity for inventory onhand.

• Second exercise, you’ll test the outcome of the aggregated data entity.

Exercise 1: Create an aggregated data entity

To create an aggregated data entity:

1. Open Visual Studio 2019 on your VM and select Continue without code.

2. Create the solution you want to work with:

   • Select Extensions > Dynamics 365 > Model Management > Create Model.

     If ‘Feedback on Finance and Operations(Dynamics 365)’ screen pops up, select ‘Not Now’.

   • In Create model:

     1. For Add parameters, enter the following values, and then select Next:

        • Model name: MB-500Lab4

        • Model publisher: Microsoft

     2. For Select package, select Create new package.

     3. For Select referenced packages, ensure the following are selected:

        • ApplicationFoundation

        • ApplicationPlatform

        • ApplicationSuite

     4. Select Next and Next

   • On Configure your new project, enter these values, and then select Create:

     1. Project name: AggregatedDataEntity

     2. SolutionName: AggregatedDataEntity

3. In Solution Explorer, right-click your project to open the context menu, and then select Properties.

4. Verify the Synchronize Database property is set to True, and then select OK.

5. Right-click your project to open the context menu, and then select Add > New Item.

6. Navigate to FinanceOperations > Dynamics 365 Items > Analytics > Aggregate Measurement.

7. Enter InventOnhandAggregateMeasurement as the name, and then select Add.

8. Select View > Application Explorer to view the AOT.

9. Enter InventOnHandByWarehouseStatus in the Search field, and then select Enter.

10. Select InventOnHandByWarehouseStatus from Views, and then drag it to MeasureGroup1.

11. Expand the Dimensions node and remove the Date_ field.

12. Go to the Measures node, and then right-click it to open the context menu and select New Measure.

13. In Properties for Measure1, select the following values:

    • Field: AvailOrdered

    • Default Aggregate: Sum

    • Name: AvailOrdered

14. Go to the Measures node, and then right-click it to open the context menu and select New Measure.

15. In the Properties for Measure1, select the following values:

    • Field: AvailPhysical

    • Default Aggregate: Sum

    • Name: AvailPhysical

16. Go to the Attributes node, and then right-click it to open the context menu and select New Dimension Attibute.

17. In the Properties for DimensionAttribute1, select the following values

    • Name: ItemId

    • Usage: Key

18. Go to the blank node under ItemId and in the Properties, select ItemId for the Dimension Field.

19. Select Save all, and then right-click your project to open the context menu and select Add > New Item.

20. Navigate to FinanceOperations > Dynamics 365 Items > Analytics > Aggregate Dimension.

21. Enter InventOnhandAggregateDimension as the name, and then select Add.

22. Enter InventOnHandByWarehouseStatus in the Search field in the Application Explorer, and then select Enter.

23. Select the View InventOnHandByWarehouseStatus, and then drag it to the root node of InventOnhandAggregateDimension.

24. Remove @InventOnhandAggregateDimension from the @Attributes node

    

25. In the ItemId Attribute, select Key for Usage.

26. Select Save all, and then select InventOnhandAggregateMeasurement in the Designer view.

27. In Solution Explorerer, find the Aggregate Dimension InventOnhandAggregateDimension and drag it into the Dimensions node on InventOnhandAggregateMeasurement.

28. Right-click the InventOnhandAggregateDimension node under Dimensions to open the context menu, and then select New Relation.

29. In the Properties for DimensionRelation1, select the following values:

    • Dimension Attribute: ItemId

    • Name: ItemIdRelation

30. In the Properties for ItemIdRelation > InventOnHandWarehouseStatus.ItemId == InventOnHandByWarehouseStatus, select ItemId for the Related field.

31. Select Save all

    

32. Select the top node for InventOnhandAggregateMeasurement under Aggregate Measurements.

33. In the Properties, select InMemoryRealTime for Usage.

34. In the Solution Explorer, right-click InventOnhandAggregateMeasurement under Aggregate Measurements to open the context menu, and then select Add Column Store Indices.

35. Select Save all.

    

Add a data entity

1. Right-click your project to open the context menu, and then select Add > New Item.

2. Navigate to FinanceOperations > Dynamics 365 Items > Analytics > Aggregate Data Entity.

3. Enter InventOnhandAggregateDataEntity as the name, and then select Add.

4. In Solution Explorer, find InventOnhandAggregateMeasurement and drag it into the DataSource node on InventOnhandAggregateDataEntity.

5. Go to the DataSource node, and then select InventOnhandAggregateMeasurement > InventOnHandByWarehouseStatus > Measures and drag AvailOrdered and AvailPhysical into the Fields node on InventOnhandAggregateDataEntity.

6. Go to the DataSource node > InventOnhandAggregateMeasurement >InventOnHandByWarehouseStatus > Dimensions and drag InventOnhandAggregateDimension into the Fields node.

7. In the Properties for the InventOnhandAggregateDimension field, select ItemId for Attribute.

8. Navigate to the top node on InventOnhandAggregateDataEntity.

9. In the Properties, select the following values:

   • Is Public: Yes

   • Public Collection Name: MyAggregateDataEntities

   • Public Entity Name: InventOnhandAggregateEntity

   • Primary Key: ItemKey

     

10. Select the Keys node at the InventOnhandAggregateDataEntity aggregate data entity, and then right-click it to open the context menu and select New Key.

11. In the Properties for AggregateDataEntityKey1, select ItemKey for Name.

12. Right-click the ItemKey key to open the context menu, and then select New Field.

13. In the Properties for the new field, select ItemId for Data Field.

14. Select Save All, and then right-click your project to open the context menu and select Build.

Exercise 2: Test an aggregated data entity

To test an aggregate data entity:

1. In Microsoft Edge, set your default company to USMF: Bring up the home screen, select the gear (Settings) > User options > Preferences, and change the Startup Company to USMF.

2. enter the following URL in the address field, and then select Enter: https://usnconeboxax1aos.cloud.onebox.dynamics.com/data/MyAggregateDataEntities.

3. A list of items with AvailOrdered and AvailPhysical will display, grouped by ItemId