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Finance | Project Operations, Human Resources, ...
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Enable Lookup for Custom Dimensions in Excel Add-in

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Posted on by 84

I am trying to enable custom dimensions as fields in the Excel add-in for D365FO. When I check the lookup for these custom dimensions, the lookup is showing all dimension values together instead of filtering them for each specific custom dimension.

 

Has anyone faced this issue before? Is there a way to configure the lookup so that it shows filtered values for each custom dimension?

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  • Adis Profile Picture
    5,445 Super User 2025 Season 2 on at
    Enable Lookup for Custom Dimensions in Excel Add-in
    Hi,
     
    Sorry, I couldnt find the proper entity. Can you tell me the name\label entity data source in your excel- addin?
    Is it a custom entity or a standard one?
     
     
     
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

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  • CU19031442-0 Profile Picture
    84 on at
    Enable Lookup for Custom Dimensions in Excel Add-in
    Hi @Adis Thank you for response
     
    Answering your question
     
    DimAttributeFinancialTagEntity  entity exposes all DimensionFinancialTag values regardless of which custom dimension we are trying to populate, which is why we are seeing all values together in the lookup.
  • Adis Profile Picture
    5,445 Super User 2025 Season 2 on at
    Enable Lookup for Custom Dimensions in Excel Add-in
    Hi,
     
    Could you show us the entity you are using in your excel add in as well as the field and the result ("showing all dimension values together").
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

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