functions/invoke-d365generatereporttable.ps1
<# .SYNOPSIS Generate Report for Table .DESCRIPTION Traverse the Dynamics 365 Finance & Operations code repository for all Tables and generate a metadata report .PARAMETER OutputPath Path to where you want the report file to be saved The default value is: "c:\temp\d365fo.tools\" .PARAMETER BinDir The path to the bin directory for the environment Default path is the same as the aos service PackagesLocalDirectory\bin .PARAMETER PackageDirectory Path to the directory containing the installed package / module Normally it is located under the AOSService directory in "PackagesLocalDirectory" Default value is fetched from the current configuration on the machine .EXAMPLE PS C:\> Invoke-D365GenerateReportTable This will generate a report. It will contain all the metadata and save it into a xlsx (Excel) file. It will saved the file to "c:\temp\d365fo.tools\" .NOTES Tags: Metadata, Report, Documentation Author: Mötz Jensen (@Splaxi) MIT License Copyright (c) Microsoft Corporation. Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE #> function Invoke-D365GenerateReportTable { [CmdletBinding()] param ( [string] $OutputPath = $Script:DefaultTempPath, [string] $BinDir = "$Script:BinDir\bin", [string] $PackageDirectory = $Script:PackageDirectory ) begin { $outputFile = Join-Path -Path $OutputPath -ChildPath "Tables.xlsx" Import-GenerateReportAssemblies $providerConfig = New-Object Microsoft.Dynamics.AX.Metadata.Storage.DiskProvider.DiskProviderConfiguration $providerConfig.XppMetadataPath = $PackageDirectory $providerConfig.MetadataPath = $PackageDirectory $providerFactory = New-Object Microsoft.Dynamics.AX.Metadata.Storage.MetadataProviderFactory $metadataProvider = $providerFactory.CreateDiskProvider($providerConfig) $productVersionDetails = Get-D365ProductInformation if (-not $productVersionDetails.ApplicationBuildVersion) { $version = $productVersionDetails.ApplicationVersion } else { $version = $productVersionDetails.ApplicationBuildVersion } Write-PSFMessage -Level Warning -Message "Generating the Table report will take a long time. If you want to see progress while it is working, use the -Verbose parameter option" } process { if (Test-PSFFunctionInterrupt) { return } $dataEntities = Get-AxDataEntities -BinDir $BinDir -PackageDirectory $PackageDirectory $forms = Get-AxForms -BinDir $BinDir -PackageDirectory $PackageDirectory $views = Get-AxViews -BinDir $BinDir -PackageDirectory $PackageDirectory Write-PSFMessage -Level Verbose -Message "Getting all SSRS Reports via the metadata provider." $tablesModelInfos = $metadataProvider.Tables.GetPrimaryKeysWithModelInfo() #declare variables $entityOrView $crossCompany = "" $tables = New-Object System.Collections.Generic.List[object] foreach ($tuple in $tablesModelInfos) { $elementName = $tuple.Item1 Write-PSFMessage -Level Verbose -Message "Working on: $elementName (Table)" -Target $elementName $element = $metadataProvider.Tables.Read($elementName) #check if table is used in an entity $entityMatch = "No" foreach ($i in $dataEntities) { if ($i.DataSource) { if ($i.DataSource.StartsWith($element.Name + " [")) { $entityMatch = "Yes" } } } #check if table is used in a view $viewMatch = "No" foreach ($i in $views) { foreach ($k in $i.DataSources) { if ($element.Name -eq $k.Name) { $viewMatch = "Yes" } } } if ($viewMatch -eq "Yes" -or $entityMatch -eq "Yes") { $entityOrView = "Yes" } else { $entityOrView = "No" } #check if form's data source is the table and then taking CrossCompanyAutoQuery property foreach ($i in $forms) { foreach ($k in $i.DataSources) { if ($k.Name -eq $element.Name) { $crossCompany = $k.CrossCompanyAutoQuery if ($crossCompany -eq "") { $crossCompany = "No" } } } } $outItems = [PsCustomObject][ordered]@{ # create a hash table of the name/value pair Name = $element.Name TableGroup = $element.TableGroup CrossCompany = $crossCompany SystemTable = $element.SystemTable Indexes = [string]::Join(", ", $element.Indexes) EntityOrView = $entityOrView } $tables.Add($outItems) } $reportName = "Tables" $sheetName = "$reportName`_$version" $sheetName = $sheetName.subString(0, [System.Math]::Min(31, $sheetName.Length)) $tables | Sort-Object Name | Export-Excel -Path $outputFile -WorksheetName $sheetName -ClearSheet -AutoSize -TableName $reportName [PSCustomObject]@{ Report = $reportName File = $outputFile Filename = (Split-Path $outputFile -Leaf) } } } |