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 sets

Set up data sets

In the Data modeling studio, a data set defines the data to be exported by a data model. For each data set, define the relevant table and fields.


DMS Administrator DMS Administrator Start Start Create data set Create data set In Data modeling studio, a data set defines the data to be exported. Use a data set to define the data to be exported by a data model. On creation of a data set, at least, define: The relevant table. The data selection type. If system fields or date/time fields are added automatically to the data set. Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. Click New. 3. In the Table name field, enter or select a value. 4. In the Description field, type a value. 5. In the Group field, type a value. 6. In the Data selection field, select an option. 7. You can add the table system fields to the target database. On export, the data of these system fields is also exported. These system fields are added to the applicable table in the target database: - RecId - RecVersion - CreatedDateTime - ModifiedDateTime - CreatedBy - ModifiedBy - DataAreaId - Partition - ExecutionId (DMS-specific) - SyncStartDateTime (DMS-specific) In the Add system fields field, select the desired option: 'Yes' or 'No'. Note: If you add system fields to the target database, these fields: - Are not shown in the fields section of the data set. - Get a prefix in the target database as defined by the Entity system fields prefix parameter of the Data modeling studio parameters. If no value is defined in this parameter, no prefix is added. 8. You can add the table date/time fields to the target database. On export, the data of these date/time fields is also exported. Also, to the target database, additional fields are added to store the time zone. On export, time zone calculations are applied to store the right time in the target data base time zone. In the Add date and time fields field, select the desired option: 'Yes' or 'No'. Note: If you add date/time fields to the target database, these fields are not shown in the fields section of the data set. Notes If you create a data set, the data set identification is composed in this way: [Prefix][Table name][Suffix]. Prefix: If on the Date modeling studio parameters, the Entity prefix field is filled, this field value is added as prefix to the data set identification. If no prefix is defined, no prefix is added. Table name: The name of the table that is defined for the data set. Suffix: This fixed suffix is added to each data set identification: DataEntity. Example: If the entity prefix is 'CDP' and you create a data set for the SalesTable, the data set identification is: CDPSalesTableDataEntity. Add fields to data set Add fields to data set In the Data modeling studio, a data set defines the data to be exported. For each data set, define the relevant fields. Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. In the list, click the link of the desired data set. 3. Expand the Table fields section. 4. Sub-task: Add several fields. 5. Click Add fields.... 6. On the dialog, select the desired fields. 7. Click OK. 8. Sub-task: Add one field. 9. Click Add field. 10. In the Field name field, enter or select a value. Notes To decide on the fields to be added, you can browse the data set table with the Table browser. To do so, on the Data set page, on the Action Pane, in the Create group, click Browse. Create data sets based on form Create data sets based on form In Data modeling studio, a data set defines the data to be exported. Use a data set to define the data to be exported by a data model. You can create data sets based on a form. A form can have fields from several tables. You can select any form field. If the selected form fields are related to different tables, for each of these tables, a separate data set is created. If a data set already exists for a table, no new data set is created. If a selected field: Already exists in the existing data set, nothing is done. Does not exist in the existing data set, the field is added to the existing data set. Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. On the Action Pane, click Create. 3. Click Design. 4. In the Forms labels field, enter or select the desired form. 5. In the 'Available' list, select the desired fields. 6. Click Add. 7. Click Apply. 8. Close the page. Notes If you create a data set, the data set identification is composed in this way: [Prefix][Table name][Suffix]. Prefix: If on the Date modeling studio parameters, the Entity prefix field is filled, this field value is added as prefix to the data set identification. If no prefix is defined, no prefix is added. Table name: The name of the table that is defined for the data set. Suffix: This fixed suffix is added to the data set identification: DataEntity. Example: If the entity prefix is 'CDP' and you create a data set for the SalesTable, the data set identification is: CDPSalesTableDataEntity. Edit data set Edit data set If you have created a data set based on a form, check the data set header settings and field settings, and edit these as desired.   Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. In the list, click the link of the desired data set. 3. Click Edit. 4. Sub-task: Check and edit data set header. 5. In the Description field, type a value. 6. In the Group field, type a value. 7. In the Data selection field, select an option. 8. You can add the table system fields to the target database. On export, the data of these system fields is also exported. Select Yes in the Add system fields field. Note: If you add system fields to the target database, these fields: - Are not shown in the fields section of the data set. - Get a prefix in the target database as defined by the Entity field prefix parameter of the Data modeling studio parameters. If no value is defined in this parameter, no prefix is added. 9. You can add the table date/time fields to the target database. On export, the data of these date/time fields is also exported. Also, to the target database, additional fields are added to store the time zone. On export, time zone calculations are applied to store the right time in the target data base time zone. Select Yes in the Add date & time fields field. Note: If you add date/time fields to the target database, these fields are not shown in the fields section of the data set. 10. Sub-task: Check and edit data set fields. 11. Expand the Table fields section. 12. In the list, find and select the desired field. 13. In the list, find and select the desired field. 14. Click Remove. Note: If desired, you can also add fields. Notes To decide on the fields to be added, you can browse the data set table with the Table browser. To do so, on the Data set page, on the Action Pane, in the Create group, click Browse. Apply data set template Apply data set template You can use a data set template to create data sets based on the template or to add fields to existing data sets. If a data set in the template: Does not exist, the data set is created with the settings and fields as defined in the template. Already exists and the template has (several) other fields than the data set, these fields are added to the existing data set. The existing data set fields that are not in the template are not removed from the data set. So, you can only use a template to add fields to a data set and not to remove fields from a data set. Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. On the Action Pane, click Templates. 3. Click Open template. 4. On the dialog, select the desired option in the Overwrite General fields of existing data set field. 5. In the list, find and select the desired templates. 6. Click OK. Notes If you apply a template that changes an existing data set, you must redeploy the data set. You can also redeploy the related data models. On the Data sets page, you cannot apply a template that is saved from the Data models page. Such a template contains references to data sets and data entities instead of data set configurations. Index  required for  data set? Index  required for  data set? Define index of data set Define index of data set The standard table index for D365 FO tables, as used by Data modeling studio, consists of these fields: RecId and RecVersion. You can select additional primary indexes, if available for the data set table. These additional primary indexes are then used as well by Data modeling studio. Note: To use additional indexes, the table system fields must be added as well. If you select an additional index and the 'Add system fields' field was set to 'No', this field is automatically set to 'Yes'. Procedure 1. Go to Data modeling studio > Data modeling studio > Data sets. 2. In the list, click the link of the desired data set. 3. On the Action Pane, click Create. 4. Click Index. 5. In the list, find the index that you want to use for the data set. 6. For each index that you want to use, select the 'Selected' check box. 7. Click OK. 8. Click Yes. End End Yes No

Activities

Name Responsible Description

Create data set

DMS Administrator

In Data modeling studio, a data set defines the data to be exported. Use a data set to define the data to be exported by a data model.

On creation of a data set, at least, define:

  • The relevant table.
  • The data selection type.
  • If system fields or date/time fields are added automatically to the data set.

Add fields to data set

DMS Administrator

In the Data modeling studio, a data set defines the data to be exported. For each data set, define the relevant fields.

Create data sets based on form

DMS Administrator

In Data modeling studio, a data set defines the data to be exported. Use a data set to define the data to be exported by a data model.

You can create data sets based on a form. A form can have fields from several tables. You can select any form field. If the selected form fields are related to different tables, for each of these tables, a separate data set is created.

If a data set already exists for a table, no new data set is created. If a selected field:

  • Already exists in the existing data set, nothing is done.
  • Does not exist in the existing data set, the field is added to the existing data set.

Edit data set

DMS Administrator

If you have created a data set based on a form, check the data set header settings and field settings, and edit these as desired.

 

Apply data set template

DMS Administrator

You can use a data set template to create data sets based on the template or to add fields to existing data sets.

If a data set in the template:

  • Does not exist, the data set is created with the settings and fields as defined in the template.
  • Already exists and the template has (several) other fields than the data set, these fields are added to the existing data set. The existing data set fields that are not in the template are not removed from the data set. So, you can only use a template to add fields to a data set and not to remove fields from a data set.

Define index of data set

DMS Administrator

The standard table index for D365 FO tables, as used by Data modeling studio, consists of these fields: RecId and RecVersion. You can select additional primary indexes, if available for the data set table. These additional primary indexes are then used as well by Data modeling studio.

Note: To use additional indexes, the table system fields must be added as well. If you select an additional index and the 'Add system fields' field was set to 'No', this field is automatically set to 'Yes'.

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