Skip to content

Add Analytics demo data module #28860

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
tuan-nguyen-fenwick wants to merge 17 commits into
base: main
Choose a base branch
from
+25 −19
Open

Add Analytics demo data module #28860

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
17 commits
Select commit Hold shift + click to select a range
9447e7d
Created Analytics module & added data creation for analytics
Jun 26, 2025
7d816c6
Added purchase document creation for analytics
Jun 26, 2025
9de60c3
Added Analytics Module Setup table & page for relative starting date
Jun 26, 2025
82a5fd4
Generate document dates from a starting date instead of hardcoding th…
Jun 26, 2025
864d3e6
Merged PR 35992: Added Analytics module for sales analytics data
Jul 10, 2025
1a5921c
Updated further changes to Analytics module
Jul 15, 2025
e21b5dd
Migrated "Starting Date" setup field from Analytics to Foundation set…
Jul 15, 2025
fc1f294
Removed InitStartingDate & updated starting date retrieval
Jul 17, 2025
4996825
Removed InitStartingDate usage
Jul 17, 2025
14c1fc1
Removed used variables (CodeCop AA0137)
Aug 22, 2025
9ddbd94
Added payment method for posted sales invoices in Analytics
Aug 25, 2025
745eeee
Unlocked Analytics reference token for translations & updated text le…
Aug 25, 2025
3227f30
Set hide validation dialogs during demo data creation in IT
Aug 27, 2025
a2e14ac
Added sales & purchase data handlers for Analytics in IT
Aug 27, 2025
efd5bd3
Moved sales invoice posting into a function & called purchase order p…
Sep 16, 2025
36bbd1b
Updated analytics purchase orders with missing payment method
Sep 16, 2025
3023dcb
Merge remote-tracking branch 'origin/main' into uptake/analytics-demo…
Jan 13, 2026
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
16 changes: 8 additions & 8 deletions ...DemoDataset/app/DemoData/Analytics/3.Transactions/CreateExtendedPurchDocument.Codeunit.al
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -5,13 +5,13 @@

namespace Microsoft.DemoData.Analytics;

using Microsoft.Purchases.Document;
using Microsoft.DemoTool.Helpers;
using Microsoft.DemoData.Bank;
using Microsoft.DemoData.Foundation;
using Microsoft.DemoTool;
using Microsoft.DemoData.Inventory;
using Microsoft.DemoData.Bank;
using Microsoft.DemoData.Purchases;
using Microsoft.DemoTool;
using Microsoft.DemoTool.Helpers;
using Microsoft.Purchases.Document;

codeunit 5688 "Create Extended Purch Document"
{
Expand All @@ -23,11 +23,11 @@ codeunit 5688 "Create Extended Purch Document"
ContosoCoffeeDemoDataSetup: Record "Contoso Coffee Demo Data Setup";
PurchaseHeader: Record "Purchase Header";
ContosoPurchase: Codeunit "Contoso Purchase";
CreateVendor: Codeunit "Create Vendor";
ContosoUtilities: Codeunit "Contoso Utilities";
CreatePaymentTerms: Codeunit "Create Payment Terms";
CreateItem: Codeunit "Create Item";
CreatePaymentMethod: Codeunit "Create Payment Method";
CreatePaymentTerms: Codeunit "Create Payment Terms";
CreateVendor: Codeunit "Create Vendor";
DocumentDate: Date;
StartingDate: Date;
begin
Expand All @@ -36,7 +36,7 @@ codeunit 5688 "Create Extended Purch Document"

DocumentDate := CalcDate('<-6M>', StartingDate);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCM(), '', '', '', DocumentDate, '');
PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCM(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.AthensDesk(), 60, '', 219.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticNodPublisher(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
Expand All @@ -57,7 +57,7 @@ codeunit 5688 "Create Extended Purch Document"
PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.BerlingGuestChairYellow(), 5, '', 27.8);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticFirstUp(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCM(), '', '', '', DocumentDate, '');
PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticFirstUp(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCM(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.RomeGuestChairGreen(), 39, '', 97.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticWorldImporter(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
Expand Down
18 changes: 9 additions & 9 deletions ...DemoDataset/app/DemoData/Analytics/3.Transactions/CreateExtendedSalesDocument.Codeunit.al
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -5,13 +5,13 @@

namespace Microsoft.DemoData.Analytics;

using Microsoft.Sales.Document;
using Microsoft.DemoTool.Helpers;
using Microsoft.DemoData.Bank;
using Microsoft.DemoData.Foundation;
using Microsoft.DemoTool;
using Microsoft.DemoData.Inventory;
using Microsoft.DemoData.Bank;
using Microsoft.DemoData.Sales;
using Microsoft.DemoTool;
using Microsoft.DemoTool.Helpers;
using Microsoft.Sales.Document;

codeunit 5692 "Create Extended Sales Document"
{
Expand All @@ -29,11 +29,11 @@ codeunit 5692 "Create Extended Sales Document"
var
SalesHeader: Record "Sales Header";
ContosoSales: Codeunit "Contoso Sales";
CreateCustomer: Codeunit "Create Customer";
ContosoUtilities: Codeunit "Contoso Utilities";
CreatePaymentTerms: Codeunit "Create Payment Terms";
CreateCustomer: Codeunit "Create Customer";
CreateItem: Codeunit "Create Item";
CreatePaymentMethod: Codeunit "Create Payment Method";
CreatePaymentTerms: Codeunit "Create Payment Terms";
FirstDayOfTheMonth: Date;
LastDayOfTheMonth: Date;
begin
Expand Down Expand Up @@ -237,10 +237,10 @@ codeunit 5692 "Create Extended Sales Document"
var
SalesHeader: Record "Sales Header";
ContosoSales: Codeunit "Contoso Sales";
CreateCustomer: Codeunit "Create Customer";
ContosoUtilities: Codeunit "Contoso Utilities";
CreatePaymentTerms: Codeunit "Create Payment Terms";
CreateCustomer: Codeunit "Create Customer";
CreateItem: Codeunit "Create Item";
CreatePaymentTerms: Codeunit "Create Payment Terms";
CreateSalesDocument: Codeunit "Create Sales Document";
begin

Expand Down Expand Up @@ -392,6 +392,6 @@ codeunit 5692 "Create Extended Sales Document"
end;

var
AnalyticsReferenceTok: Label 'ANALYTICS', MaxLength = 35;
StartingDate: Date;
AnalyticsReferenceTok: Label 'ANALYTICS', MaxLength = 35;
}
10 changes: 8 additions & 2 deletions ...ffeeDemoDataset/app/DemoData/Analytics/4.Historical/CreatePostedAnalyticsData.Codeunit.al
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -5,14 +5,20 @@

namespace Microsoft.DemoData.Analytics;

using Microsoft.Sales.Document;
using Microsoft.Sales.Posting;
using Microsoft.Purchases.Document;
using Microsoft.Purchases.Posting;
using Microsoft.Sales.Document;
using Microsoft.Sales.Posting;

codeunit 5698 "Create Posted Analytics Data"
{
trigger OnRun()
begin
PostSalesInvoicesForAnalytics();
PostPurchaseOrdersForAnalytics();
end;

procedure PostSalesInvoicesForAnalytics()
var
SalesHeader: Record "Sales Header";
CreateExtendedSalesDocument: Codeunit "Create Extended Sales Document";
Expand Down