Now Available in Community - New TechTalk Videos for 2020
Read More about New TechTalks for 2020
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We are building several PowerApp solutions and a common occurrence is we would like to access the financial dimensions to consume values. Example, when on a Project Form we would get the Department, etc. that is currently set for the financial dimension within this recitative record lookup. Currently, the only item we can achieve is the DimensionDisplayValue field for the Project Entity displays our company location which is good however how do we access our other financial dimensions that are also set on a project? Is this article relevant for this situation and what needs to occur?
Any guidance is appreciated.
The article refers to findims that you can make visible in Excel templates, which seems to be unrelated to your PowerApp.
Do you need a list of all available financial dimensions and their elements in your PowerApp?
What is it that you want to do with those data once you see them in the App?
We have built a Integrated PowerApp that consumes data depending where you are such as on the Customer form or on the Project form that allows the employee to generate a series of Sharepoint Document Sets & folders based upon Dynamics Fields. Example: when we generate a project we require more robust document handing that Sharepoint offers. The PowerApp builds a Sharepoint Document set and series of subfolders based upon fields consumed from the Project form. There is some additional information that we would like to include as Sharepoint metadata that exists within the dimensions such as Department, location, etc. When I am on a project form I see the dimension and values and they are what I am trying to get. The PowerApp provides links back to these generated folders and we also filter on values so only specific items are showed in relation to the currently selected project. So basically, I am looking for the related dimension values for the current project I have opened or selected. There are other scenarios where we would want to do the same thing.
You can use the next document to add dimension values as individual columns. docs.microsoft.com/.../dimensions-overview
Also, you can use Finncial dimension configuration for integration and use some functions to split or find a value as part of a full dimension string: docs.microsoft.com/.../financial-dimension-configuration-integration
Hi Andre, thank you for your feedback. Regarding the first option I have reviewed this before and my concern is this is specific to Excel. Do you know if this would also be applicable to PowerApps?
In fact the first option is changing Odata entities. Excel is using Odata, but PowerApps are using the same entities. I do agree, the documentation is focussing too much on Excel, but I would give it a try.
In the project entity, you can access the default findims that have been set for a specific project.
This allows you getting started with your Sharepoint integration / linkage.
Does that answer your question?
This is more or less the question. We would like to access the other dimensions that are set at a project from within PowerApps. Like you in your example we have also been able to use the 'Default dimension display value' within PowerApps to return one of our four dimensions from within a project. Currently our 'Default dimension display value' returns the green dimension in the image which is good however we are trying to determine how to access the set values of the other 3 dimensions. We have located various entities that seem to have the dimension names however no relations or related values to the projects so it's not clear if and how we would even return these other 3 fields.
To clarify what you said for me:
When you select the default dimension element from the project entity then you are seeing only the location findim value but the other default findim values are blank even though you have specified default findims for the region, service line and so on.
Is that right?
I think we are close,
So in the following image have a PowerApp drop down control configured to the Project Entity and the 'Default dimension display value' field. This works great, it will return the Location Dimension as seen marked by the green rectangle, the values populate with the correct values as expected.
The issue we can't overcome is that within PowerApps it is not clear how to access our other dimensions in red such as Division, Region, ServiceLine. There is one field with a name 'Default dimension display value' and no other fields with similar names from the project entity or obvious names that would return these other dimension values. How do we access the values from these 3 other dimensions similar to how we have the location dimension. I apologize if I am not explaining this clearly, we are relativity new to FinOps and the dimension seem quite tricky.
Here are direct answers to your question.
When you select the default dimension element from the project entity then you are seeing only the location findim value - Yes
but the other default findim values are blank even though you have specified default findims for the region, service line and so on. - How do we locate the other dimension fields within powerapps? I am not seeing them within the Project entity, is there some type of logic, lookup, etc. that can be used?
Did you use a default dimension for the location or did you put the Location ID field on your PowerApp? Or did you only setup the Location as dimension selection on the form 'Financial dimension configuration for integrating applications'?
The example Ludwig showed was a concatenated string with several dimensions as setup on the form 'Financial dimension configuration for integrating applications'. Information about this form was shared in a link in a reply from me above.
Let me change my question to understand exactly what you want to achieve. What I got is that
- you want to have a drop down of all available findim values for the service line, region, location and division
- that you want to create a new project with default dimension values that are determined of your selected findims
Hello Ludwig, Andre, turns out the "Financial dimension configuration for integrating applications" configuration form was not populated with the other dimensions. This clearly is my inexperience with FinOps and also our partner missed this configuration. I have added the correct dimensions to the configuration and I can now see all values in a concatenated string as expected. Not sure who I should give credit for on the Answer as you were both a great help. Thank you both for your assistance.
If it is working now, I think both Ludwig and I did help you in a correct way. The fact that you missed the correct configuration was the main issue, but you may verify as much answers as you think is correct for your question.
Business Applications communities