1. To-Increase Dynamics 365 for Finance & Operations
  2. Data modeling studio
  3. Setting up and maintaining Data modeling studio
  4. Set up and maintain data models

Maintain data models

In the Data modeling studio, a data model defines the data to be exported. To maintain a data model, you can:

  • Apply filtering: To each data set or data entity, as added to a data model, you can apply filters to limit the data that is exported.
  • Change data the set or data entity status for a data model: On export, only the enabled data sets and data entities are exported. You can (temporarily) disable or enable data sets and data entities for export.
  • Define financial dimensions: For a data model, you can define which financial dimension combinations must be exported to the target database. You can use these financial dimension combinations for reporting purposes.


DMS Administrator DMS Administrator Start Start Filtering required for  data sets/entities? Filtering required for  data sets/entities? Apply cross filtering Apply cross filtering To each data set or data entity, as added to a data model, you can apply filters to limit the data that is exported. You can apply these filters: Legal entity: By default, data is exported from all legal entities in the current environment. If you want to only export data for one or several legal entities, you can filter on these legal entities. Created date/time: By default, on data export, all records are considered for export, regardless of the created date/time of these records. You can apply created date/time filters to only export records that are created: After a specific date/time: Only define the Start date/time. Before a specific date/time: Only define the End date/time. In a specific period: Define both the Start date/time and the End date/time. Procedure 1. Go to Data modeling studio > Data modeling studio > Data models. 2. In the list, click the link of the desired data model. 3. Click Edit. 4. Expand the Dataset section. 5. Sub-task: Filter by legal entity. 6. Click Cross filtering to open the drop dialog. 7. In the Legal Entities field, enter or select the desired legal entities. 8. Click Ok. 9. Sub-task: Filter by created date/time. 10. Click Cross filtering to open the drop dialog. 11. In the Start date/time field, enter a date and time. 12. In the End date/time field, enter a date and time. 13. Click Ok. Do you want to  disable or enable  a data set or  data entity for  the data model? Do you want to  disable or enable  a data set or  data entity for  the data model? Change data set or data entity status for data model Change data set or data entity status for data model On export, only the enabled data sets and data entities are exported. So, to (temporarily): Exclude a data set or data entity from export, disable it. Include a data set or data entity in export, enable it. Procedure 1. Go to Data modeling studio > Data modeling studio > Data models. 2. In the list, click the link of the desired data model. 3. Click Edit. 4. Expand the Dataset section. 5. Sub-task: Enable or disable a specific data set or data entity. 6. Clear the Enabled check box. 7. Select the Enabled check box. 8. Sub-task: Enable or disable all data sets and data entities. 9. Click Change state. 10. Click Enable all. 11. Click Change state. 12. Click Disable all. Export financial  dimension data? Export financial  dimension data? Define financial dimensions Define financial dimensions For a data model, you can define which financial dimension combinations must be exported to the target database. You can use these financial dimension combinations for reporting purposes. On setup of financial dimensions for a data model, a batch job is run to search for and add existing financial dimension combinations to the CDPDIMENSIONS table in D365 FO. The search for financial dimension combinations that fit the data model setup is done in all applicable financial dimension tables in D365 FO. All existing applicable financial dimension combinations are transformed and added to the CDPDIMENSIONS table in D365 FO. When, in D365 FO, new financial dimension combinations are created that fit the data model setup, these combinations are automatically transformed and added to the CDPDIMENSIONS table in D365 FO. If financial dimensions are set up for the data model, on: Deploy of the data model, the financial dimensions table is created in the target database. The name of this table is: [schema name].CDPDIMENSIONSSTAGING; where [schema name] is the schema as defined for the data model. All financial dimension combinations that exist in the CDPDIMENSIONS table in D365 FO are exported to the [schema name].CDPDIMENSIONSSTAGING table in the target database. Export of the data model, the applicable financial dimension combinations are exported from the CDPDIMENSIONS table in D365 FO to the [schema name].CDPDIMENSIONSSTAGING table in the target database. Procedure 1. Go to Data modeling studio > Data modeling studio > Data models. 2. In the list, for the desired data model, in the Dimension field, click the Filter icon. Note: If already filters are defined for the data model, click the Edit icon. 3. Click New. 4. In the Type field, select an option. 5. In the Dimension attribute field, enter or select a value. 6. Click OK. Update metadata Update metadata In Data modeling studio, several metadata tables exist, which are used: On deploy. On deploy or export. In data modeling. For the Data modeling studio metadata tables, the data is collected in D365 FO and stored in these metadata tables in D365 FO. On deploy or export, for some of these metadata tables, the data is taken from these metadata tables in D365 FO. For other metadata tables, the data is used in data modeling. It is important to keep the data in the metadata tables up-to-date. Make sure to update the metadata tables after each creation or change of a data model. Procedure 1. Go to Data modeling studio > Data modeling studio > Parameters. 2. Click the Metadata synchronization tab. 3. Click Update metadata. 4. Close the page. End End Yes No Yes No Yes No

Activities

Name Responsible Description

Apply cross filtering

DMS Administrator

To each data set or data entity, as added to a data model, you can apply filters to limit the data that is exported.

You can apply these filters:

  • Legal entity: By default, data is exported from all legal entities in the current environment. If you want to only export data for one or several legal entities, you can filter on these legal entities.
  • Created date/time: By default, on data export, all records are considered for export, regardless of the created date/time of these records. You can apply created date/time filters to only export records that are created:
    • After a specific date/time: Only define the Start date/time.
    • Before a specific date/time: Only define the End date/time.
    • In a specific period: Define both the Start date/time and the End date/time.

Change data set or data entity status for data model

DMS Administrator

On export, only the enabled data sets and data entities are exported. So, to (temporarily):

  • Exclude a data set or data entity from export, disable it.
  • Include a data set or data entity in export, enable it.

Define financial dimensions

DMS Administrator

For a data model, you can define which financial dimension combinations must be exported to the target database. You can use these financial dimension combinations for reporting purposes.
On setup of financial dimensions for a data model, a batch job is run to search for and add existing financial dimension combinations to the CDPDIMENSIONS table in D365 FO. The search for financial dimension combinations that fit the data model setup is done in all applicable financial dimension tables in D365 FO. All existing applicable financial dimension combinations are transformed and added to the CDPDIMENSIONS table in D365 FO. When, in D365 FO, new financial dimension combinations are created that fit the data model setup, these combinations are automatically transformed and added to the CDPDIMENSIONS table in D365 FO.
If financial dimensions are set up for the data model, on:

  • Deploy of the data model, the financial dimensions table is created in the target database. The name of this table is: [schema name].CDPDIMENSIONSSTAGING; where [schema name] is the schema as defined for the data model.
    All financial dimension combinations that exist in the CDPDIMENSIONS table in D365 FO are exported to the [schema name].CDPDIMENSIONSSTAGING table in the target database.
  • Export of the data model, the applicable financial dimension combinations are exported from the CDPDIMENSIONS table in D365 FO to the [schema name].CDPDIMENSIONSSTAGING table in the target database.

Update metadata

DMS Administrator

In Data modeling studio, several metadata tables exist, which are used:

  • On deploy.
  • On deploy or export.
  • In data modeling.

For the Data modeling studio metadata tables, the data is collected in D365 FO and stored in these metadata tables in D365 FO.
On deploy or export, for some of these metadata tables, the data is taken from these metadata tables in D365 FO. For other metadata tables, the data is used in data modeling.

It is important to keep the data in the metadata tables up-to-date. Make sure to update the metadata tables after each creation or change of a data model.

See also

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