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Added column definitions in Demo Data Tool #28929

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32d8800
Inserted new column definitions into W1 Finance demo data
Jun 19, 2025
78dcd5e
Added InsertColumnLayout function to accept rounding factor
Jun 27, 2025
ae4f68c
Updated Amount Type parameter
Jun 27, 2025
329f2e3
Added new column layouts
Jun 27, 2025
d9ae010
Updated column header labels
Jun 27, 2025
7ecaae4
Merged PR 36019: Added new column definitions
Jul 23, 2025
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57 changes: 57 additions & 0 deletions ...osoCoffeeDemoDataset/app/DemoData/Finance/1.Setup data/CreateColumnLayoutName.Codeunit.al
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Expand Up @@ -36,6 +36,14 @@ codeunit 5401 "Create Column Layout Name"
ContosoAccountSchedule.InsertColumnLayoutName(CurrentMonthNetChangeVSameMonthPriorYear(), CurrentMonthNetChangeVSameMonthPriorYearLbl);
ContosoAccountSchedule.InsertColumnLayoutName(CurrentMonthVPriorMonthCY(), CurrentMonthVPriorMonthCYLbl);
ContosoAccountSchedule.InsertColumnLayoutName(CurrentMonthVBudgetYearToDate(), CurrentMonthVBudgetYearToDateLbl);

ContosoAccountSchedule.InsertColumnLayoutName(BalanceSheetMultiYearBalanceComparison(), BalanceSheetMultiYearBalanceComparisonLbl);
ContosoAccountSchedule.InsertColumnLayoutName(BalanceSheetCurrentYearBalanceByQuarter(), BalanceSheetCurrentYearBalanceByQuarterLbl);
ContosoAccountSchedule.InsertColumnLayoutName(IncomeStatementCurrentYearNetChangeByQuarter(), IncomeStatementCurrentYearNetChangeByQuarterLbl);
ContosoAccountSchedule.InsertColumnLayoutName(IncomeStatementMultiYearNetChangeComparison(), IncomeStatementMultiYearNetChangeComparisonLbl);
ContosoAccountSchedule.InsertColumnLayoutName(PeriodAndYearToDate(), PeriodAndYearToDateLbl);
ContosoAccountSchedule.InsertColumnLayoutName(PeriodAndYearToDateWithPercentTotalRevenue(), PeriodAndYearToDateWithPercentTotalRevenueLbl);
ContosoAccountSchedule.InsertColumnLayoutName(ThisYearToDatevsPriorYearToDate(), ThisYearToDatevsPriorYearToDateLbl);
end;

internal procedure CreateSetupColumnLayoutName()
Expand Down Expand Up @@ -140,6 +148,41 @@ codeunit 5401 "Create Column Layout Name"
exit(CurrentMonthVBudgetYearToDateTok);
end;

procedure BalanceSheetMultiYearBalanceComparison(): Code[10]
begin
exit(BalanceSheetMultiYearBalanceComparisonTok);
end;

procedure BalanceSheetCurrentYearBalanceByQuarter(): Code[10]
begin
exit(BalanceSheetCurrentYearBalanceByQuarterTok);
end;

procedure IncomeStatementCurrentYearNetChangeByQuarter(): Code[10]
begin
exit(IncomeStatementCurrentYearNetChangeByQuarterTok);
end;

procedure IncomeStatementMultiYearNetChangeComparison(): Code[10]
begin
exit(IncomeStatementMultiYearNetChangeComparisonTok);
end;

procedure PeriodAndYearToDate(): Code[10]
begin
exit(PeriodAndYearToDateTok);
end;

procedure PeriodAndYearToDateWithPercentTotalRevenue(): Code[10]
begin
exit(PeriodAndYearToDateWithPercentTotalRevenueTok);
end;

procedure ThisYearToDatevsPriorYearToDate(): Code[10]
begin
exit(ThisYearToDatevsPriorYearToDateTok);
end;

var
ActualBudgetComparisonTok: Label 'ACT/BUD', MaxLength = 10;
BalanceOnlyTok: Label 'BAL ONLY', MaxLength = 10;
Expand All @@ -160,6 +203,13 @@ codeunit 5401 "Create Column Layout Name"
CurrentMonthNetChangeVSameMonthPriorYearTok: Label 'CNC VSPYNC', Locked = true;
CurrentMonthVPriorMonthCYTok: Label 'CNCVPNCYOY', Locked = true;
CurrentMonthVBudgetYearToDateTok: Label 'CVC YTDBUD', Locked = true;
BalanceSheetMultiYearBalanceComparisonTok: Label 'BMULTIYR', MaxLength = 10;
BalanceSheetCurrentYearBalanceByQuarterTok: Label 'CY BQTR', MaxLength = 10;
IncomeStatementCurrentYearNetChangeByQuarterTok: Label 'CY NCQTR', MaxLength = 10;
IncomeStatementMultiYearNetChangeComparisonTok: Label 'NCMULTIYR', MaxLength = 10;
PeriodAndYearToDateTok: Label 'PTD+YTD', MaxLength = 10;
PeriodAndYearToDateWithPercentTotalRevenueTok: Label 'PTD+YTD+%', MaxLength = 10;
ThisYearToDatevsPriorYearToDateTok: Label 'YTDCOMPARE', MaxLength = 10;
BalanceSheetLbl: Label 'BS 12 Months Balance Trending Current Fiscal Year', MaxLength = 80, Comment = 'BS - abbreviation of Balance Sheet';
IncomeStatementLbl: Label 'IS 12 Months Net Change Trending Current Fiscal Year', MaxLength = 80, Comment = 'IS - abbreviation of Income Statement';
TrialBalanceLbl: Label 'TB Beginning Balance Debits Credits Ending Balance', MaxLength = 80, Comment = 'TB - abbreviation of Trial Balance';
Expand All @@ -179,4 +229,11 @@ codeunit 5401 "Create Column Layout Name"
DefaultLayoutLbl: Label 'Standard Column Layout', MaxLength = 80;
KeyCashFlowRatioLbl: Label 'Key Cash Flow Ratio', MaxLength = 80;
PeriodsDefinitionLbl: Label 'Periods Definition for Mini Charts', MaxLength = 80;
BalanceSheetMultiYearBalanceComparisonLbl: Label 'BS Multi-Year Balance Comparison', MaxLength = 80;
BalanceSheetCurrentYearBalanceByQuarterLbl: Label 'BS Current Year Balances by Quarter', MaxLength = 80;
IncomeStatementCurrentYearNetChangeByQuarterLbl: Label 'IS Current Year Net Change by Quarter', MaxLength = 80;
IncomeStatementMultiYearNetChangeComparisonLbl: Label 'IS Multi-Year Net Change Comparison', MaxLength = 80;
PeriodAndYearToDateLbl: Label 'Period and Year to Date', MaxLength = 80;
PeriodAndYearToDateWithPercentTotalRevenueLbl: Label 'Period and Year to Date with Percent of Total Revenue', MaxLength = 80;
ThisYearToDatevsPriorYearToDateLbl: Label 'This Year to Date vs. Prior Year to Date', MaxLength = 80;
}
64 changes: 64 additions & 0 deletions ...ontosoCoffeeDemoDataset/app/DemoData/Finance/2.Master data/CreateColumnLayout.Codeunit.al
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Expand Up @@ -6,6 +6,7 @@
namespace Microsoft.DemoData.Finance;

using Microsoft.DemoTool.Helpers;
using Microsoft.Foundation.Enums;
using Microsoft.Finance.FinancialReports;

codeunit 5395 "Create Column Layout"
Expand Down Expand Up @@ -143,6 +144,55 @@ codeunit 5395 "Create Column Layout"
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 110000, 'A', NovemberLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[11]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 120000, 'A', DecemberLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 130000, '', TotalLbl, Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::Entries, 'A', false, Enum::"Column Layout Show"::Always, '', false);

ColumnLayoutName := CreateColumnLayoutName.BalanceSheetMultiYearBalanceComparison();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, '1', CurrentYearLbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '2', PriorYearLbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-1FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 30000, '3', TwoYearsPriorLbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-2FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 40000, '4', ThreeYearsPriorLbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-3FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 50000, '5', FourYearsPriorLbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-4FY[1..12]', false);

ColumnLayoutName := CreateColumnLayoutName.BalanceSheetCurrentYearBalanceByQuarter();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, '1', Quarter1Lbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[1..3]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '2', Quarter2Lbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[4..6]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 30000, '3', Quarter3Lbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[7..9]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 40000, '4', Quarter4Lbl, Enum::"Column Layout Type"::"Balance at Date", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[10..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 50000, '5', TotalLbl, Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", '1..4', false, Enum::"Column Layout Show"::Always, '', false, 0);

ColumnLayoutName := CreateColumnLayoutName.IncomeStatementCurrentYearNetChangeByQuarter();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, '1', Quarter1Lbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[1..3]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '2', Quarter2Lbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[4..6]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 30000, '3', Quarter3Lbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[7..9]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 40000, '4', Quarter4Lbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[10..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 50000, '5', TotalLbl, Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", '1..4', false, Enum::"Column Layout Show"::Always, '', false, 0);


ColumnLayoutName := CreateColumnLayoutName.IncomeStatementMultiYearNetChangeComparison();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, '1', CurrentYearLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, 'FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '2', PriorYearLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-1FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 30000, '3', TwoYearsPriorLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-2FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 40000, '4', ThreeYearsPriorLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-3FY[1..12]', false);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 50000, '5', FourYearsPriorLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, '', false, Enum::"Column Layout Show"::Always, '-4FY[1..12]', false);

ColumnLayoutName := CreateColumnLayoutName.PeriodAndYearToDate();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, '', CurrPeriodLbl, Enum::"Column Layout Type"::"Net Change", Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", '', false, Enum::"Column Layout Show"::Always, '', false, 0);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '', YearToDateLbl, Enum::"Column Layout Type"::"Year to Date", Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", '', false, Enum::"Column Layout Show"::Always, '', false, 0);


ColumnLayoutName := CreateColumnLayoutName.PeriodAndYearToDateWithPercentTotalRevenue();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, 'PTD', CurrPeriodLbl, Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::"Budget Entries", Enum::"Account Schedule Amount Type"::"Net Amount", '', false, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::None);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '', '', Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", 'PTD%', true, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::None);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 30000, 'YTD', YearToDateLbl, Enum::"Column Layout Type"::"Year to Date", Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", '', false, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::None);
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 40000, '', '', Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::Entries, Enum::"Account Schedule Amount Type"::"Net Amount", 'YTD%', true, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::None);


ColumnLayoutName := CreateColumnLayoutName.ThisYearToDatevsPriorYearToDate();
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 10000, 'CUR', CurrentYearToDateLbl, Enum::"Column Layout Type"::"Year to Date", Enum::"Column Layout Entry Type"::"Entries", Enum::"Account Schedule Amount Type"::"Net Amount", '', false, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::"1");
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 20000, '', '', Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::"Entries", Enum::"Account Schedule Amount Type"::"Net Amount", 'CUR%', true, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::"1");
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 30000, 'PRIOR', PriorYearToDateLbl, Enum::"Column Layout Type"::"Year to Date", Enum::"Column Layout Entry Type"::"Entries", Enum::"Account Schedule Amount Type"::"Net Amount", '-1Y', false, Enum::"Column Layout Show"::Always, '', false, 1033, Enum::"Analysis Rounding Factor"::"1");
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 40000, '', '', Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::"Entries", Enum::"Account Schedule Amount Type"::"Net Amount", 'PRIOR%', true, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::"1");
ContosoAccountSchedule.InsertColumnLayout(ColumnLayoutName, 50000, 'DIFF', DifferenceLbl, Enum::"Column Layout Type"::Formula, Enum::"Column Layout Entry Type"::"Entries", Enum::"Account Schedule Amount Type"::"Net Amount", 'CUR-PRIOR', false, Enum::"Column Layout Show"::Always, '', false, 0, Enum::"Analysis Rounding Factor"::"1");

end;

internal procedure CreateSetupColumnLayout()
Expand Down Expand Up @@ -209,4 +259,18 @@ codeunit 5395 "Create Column Layout"
YearToDateBudgetLbl: Label 'Year to Date Budget', MaxLength = 30;
TotalBudgetPlannedLbl: Label 'Total Budget Planned', MaxLength = 30;
TotalBudgetRemainingLbl: Label 'Total Budget Remaining', MaxLength = 30;
CurrentYearLbl: Label 'Current Year', MaxLength = 30;
PriorYearLbl: Label 'Prior Year', MaxLength = 30;
TwoYearsPriorLbl: Label '2 Years Prior', MaxLength = 30;
ThreeYearsPriorLbl: Label '3 Years Prior', MaxLength = 30;
FourYearsPriorLbl: Label '4 Years Prior', MaxLength = 30;
CurrPeriodLbl: Label 'Current Period', MaxLength = 30;
Quarter1Lbl: Label 'Quarter 1', MaxLength = 39;
Quarter2Lbl: Label 'Quarter 2', MaxLength = 39;
Quarter3Lbl: Label 'Quarter 3', MaxLength = 39;
Quarter4Lbl: Label 'Quarter 4', MaxLength = 39;
YearToDateLbl: Label 'Year to Date', MaxLength = 30;
CurrentYearToDateLbl: Label 'Current Year to Date', MaxLength = 30;
PriorYearToDateLbl: Label 'Prioer Year to Date', MaxLength = 30;

}
7 changes: 7 additions & 0 deletions .../ContosoCoffeeDemoDataset/app/DemoTool/Contoso Helpers/ContosoAccountSchedule.Codeunit.al
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Expand Up @@ -5,6 +5,7 @@
namespace Microsoft.DemoTool.Helpers;

using Microsoft.Finance.FinancialReports;
using Microsoft.Foundation.Enums;
using System.Visualization;

codeunit 5239 "Contoso Account Schedule"
Expand Down Expand Up @@ -212,6 +213,11 @@ codeunit 5239 "Contoso Account Schedule"
end;

procedure InsertColumnLayout(ColumnLayoutName: Code[10]; LineNo: Integer; ColumnNo: Code[10]; ColumnHeader: Text[30]; ColumnType: Enum "Column Layout Type"; LedgerEntryType: Enum "Column Layout Entry Type"; AmountType: Enum "Account Schedule Amount Type"; Formula: Code[80]; ShowOppositeSign: Boolean; Show: Enum "Column Layout Show"; ComparisonPeriodFormula: Code[20]; HideCurrencySymbol: Boolean; FormulaLCID: Integer)
begin
InsertColumnLayout(ColumnLayoutName, LineNo, ColumnNo, ColumnHeader, ColumnType, LedgerEntryType, AmountType, Formula, ShowOppositeSign, Show, ComparisonPeriodFormula, HideCurrencySymbol, FormulaLCID, Enum::"Analysis Rounding Factor"::None);
end;

procedure InsertColumnLayout(ColumnLayoutName: Code[10]; LineNo: Integer; ColumnNo: Code[10]; ColumnHeader: Text[30]; ColumnType: Enum "Column Layout Type"; LedgerEntryType: Enum "Column Layout Entry Type"; AmountType: Enum "Account Schedule Amount Type"; Formula: Code[80]; ShowOppositeSign: Boolean; Show: Enum "Column Layout Show"; ComparisonPeriodFormula: Code[20]; HideCurrencySymbol: Boolean; FormulaLCID: Integer; ReoundingFactor: Enum "Analysis Rounding Factor")
var
ColumnLayout: Record "Column Layout";
Exists: Boolean;
Expand All @@ -236,6 +242,7 @@ codeunit 5239 "Contoso Account Schedule"
ColumnLayout.Validate("Comparison Period Formula LCID", FormulaLCID);
ColumnLayout."Comparison Period Formula" := ComparisonPeriodFormula;
ColumnLayout.Validate("Hide Currency Symbol", HideCurrencySymbol);
ColumnLayout.Validate("Rounding Factor", ReoundingFactor);

if Exists then
ColumnLayout.Modify(true)
Expand Down
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