FormulaInsights.XrmToolBox 1.0.5

There is a newer version of this package available.
See the version list below for details. 
dotnet add package FormulaInsights.XrmToolBox --version 1.0.5
                    


                    

                
NuGet\Install-Package FormulaInsights.XrmToolBox -Version 1.0.5
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package. 
<PackageReference Include="FormulaInsights.XrmToolBox" Version="1.0.5" />
For projects that support PackageReference, copy this XML node into the project file to reference the package. 
<PackageVersion Include="FormulaInsights.XrmToolBox" Version="1.0.5" />
                    


                            Directory.Packages.props
                        

                    

                
<PackageReference Include="FormulaInsights.XrmToolBox" />
                    


                            Project file
For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package. 
paket add FormulaInsights.XrmToolBox --version 1.0.5
                    


                    

                
#r "nuget: FormulaInsights.XrmToolBox, 1.0.5"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package. 
#:package FormulaInsights.XrmToolBox@1.0.5
#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package. 
#addin nuget:?package=FormulaInsights.XrmToolBox&version=1.0.5
                    


                            Install as a Cake Addin
                        

                    

                
#tool nuget:?package=FormulaInsights.XrmToolBox&version=1.0.5
                    


                            Install as a Cake Tool

Formula Insights - XrmToolBox Plugin

NuGet

Overview

Formula Insights is a comprehensive XrmToolBox plugin designed for analyzing and visualizing Microsoft Dataverse calculated columns, rollup fields, and formula columns. Transform complex XAML FormulaDefinitions into user-friendly, structured displays with advanced parsing capabilities.

Features

🔍 Advanced Formula Analysis

  • Calculated Fields: Parse and display IF-THEN-ELSE logic with condition analysis
  • Rollup Fields: Visualize source entity aggregation with filter conditions
  • Power Fx Formulas: Modern formula expressions with validation support

🎯 User-Friendly Interface

  • Tabbed Interface: Organized display with multiple viewing modes
  • Syntax Highlighting: ScintillaNET integration for raw XAML display
  • Accessibility Support: Full WCAG 2.2 compliance with screen reader support

📊 Export Capabilities

  • Excel Export: Generate comprehensive reports using ClosedXML
  • Multiple Formats: Support for various output formats
  • Batch Processing: Handle multiple formula definitions efficiently

Installation

  1. Open XrmToolBox
  2. Go to Configuration > Manage Plugins
  3. Search for "Formula Insights"
  4. Click Install

Manual Installation

  1. Download the latest release from NuGet
  2. Extract to your XrmToolBox Plugins folder
  3. Restart XrmToolBox

Usage

Getting Started

  1. Connect to Dataverse: Establish connection to your environment
  2. Open Plugin: Launch Formula Insights from the Tools menu
  3. Select Entity: Choose entity containing calculated/rollup fields
  4. Analyze Formulas: View parsed formula definitions in user-friendly format

Key Workflow

Connect → Select Entity → Choose Field → View Analysis → Export Results

Supported Formula Types

1. Calculated Fields
  • Conditional logic parsing (IF-THEN-ELSE)
  • Variable context building
  • Operator extraction (Equal, Contains, GreaterThan, etc.)
  • Nested condition support
2. Rollup Fields
  • Source entity identification
  • Filter condition analysis
  • Aggregation function display
  • Related entity mapping
3. Power Fx Formulas
  • Modern formula syntax validation
  • Error detection and reporting
  • Expression tree visualization

Technical Architecture

Core Components

  • Parser Layer: Advanced XAML processing with namespace-aware parsing
  • Service Layer: Dataverse Web API integration for real-time formula retrieval
  • UI Layer: WinForms controls with tabbed interface design
  • Data Models: Structured representation of formula metadata

Technology Stack

  • .NET Framework 4.8: XrmToolBox compatibility
  • Microsoft.PowerFx.Core: Power Fx formula parsing and validation
  • ClosedXML: Excel export functionality
  • ScintillaNET: Syntax highlighting for XAML display
  • Dataverse Web API: Real-time formula retrieval

Requirements

  • XrmToolBox: Version 1.2022.10.58 or later
  • .NET Framework: 4.8 or later
  • Dataverse Access: System Administrator or System Customizer role
  • Permissions: Read access to entity metadata

Configuration

Connection Settings

  • Supports all standard Dataverse authentication methods
  • Connection caching for improved performance
  • Multi-environment support

Display Options

  • Customizable syntax highlighting themes
  • Adjustable panel layouts
  • Export format preferences

Troubleshooting

Common Issues

Q: Plugin doesn't load

  • Verify .NET Framework 4.8 is installed
  • Check XrmToolBox version compatibility
  • Ensure all dependencies are present

Q: Formula parsing errors

  • Validate Dataverse connection
  • Confirm field contains valid formula definition
  • Check user permissions for metadata access

Q: Export functionality not working

  • Verify ClosedXML dependencies are loaded
  • Check write permissions to output folder
  • Ensure Excel is not already open on target file

Support

Contributing

We welcome contributions! Please see our Contributing Guidelines for details on:

  • Code standards and conventions
  • Testing requirements
  • Pull request process
  • Issue reporting guidelines

License

This project is licensed under the MIT License - see the LICENSE file for details.

Changelog

Version 1.0.3

  • ✅ Fixed version synchronization between assembly and package
  • ✅ Fixed icon URL validation for XrmToolBox registration
  • ✅ Improved package metadata and validation compliance

Version 1.0.2

  • ✅ Improved icon configuration and package metadata
  • ✅ Enhanced project URL structure

Version 1.0.1

  • ✅ Added plugin icon and improved package presentation
  • ✅ Enhanced visual representation in XrmToolBox store

Version 1.0.0

  • 🚀 Initial release with core functionality
  • ✅ Calculated field analysis with IF-THEN-ELSE parsing
  • ✅ Rollup field visualization with aggregation display
  • ✅ Power Fx formula parsing and validation
  • ✅ User-friendly XAML display with syntax highlighting
  • ✅ Excel export capabilities

About

Author: Prakash Kalimuthu
Copyright: © 2025 Prakash Kalimuthu
Package: FormulaInsights.XrmToolBox

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Version 1.0.5: Updated title and removed copyright field. Version 1.0.4: Fixed icon URL accessibility with reliable hosting solution. Version 1.0.3: Fixed version synchronization between assembly and package. Version 1.0.2: Improved icon configuration and package metadata. Initial release featuring calculated field analysis, rollup field visualization, Power Fx formula parsing, user-friendly XAML display, and advanced conditional logic parsing (IF-THEN-ELSE support).