How to add lookup Financial Dimension for Excel Template

(1) Share

Report

Posted on by CU28051221-0

132

Hi guys,

I want to ask how to add lookup in a Data Entity that we create our self, which inside of the data entity has Financial Dimension. I tried to follow some blog also Microsoft, but seems it is not working.

So here it is:

1. I have my data entity, added relation data source to DimensionSetEntity

Property of the relation ->

2. Based on the blog from Microsoft, we should add relation to data entity of DimensionSet

3. Build and sync.

May I know if all these is correct and enough ? since after Refresh data entity, then go to the form that relate to my custom entity, select Open in Excel, there is no lookup ->

I'm following this blog btw,

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/dimensions-overview

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/add-dimensions-excel-templates

Thanks

Categories:

Development / Customization / SDK

All responses (7)

Answers (0)

Suggested answer

Sankar.R 66 on at

Like (0)

Report
How to add lookup Financial Dimension for Excel Template

I seen you have done all correct, two thing I could highlight here

Click the refresh in the excel add-in and check if check lookup is working.

Please make sure you connected to same url in excel add-in
CU28051221-0 132 on at

Like (0)

Report

How to add lookup Financial Dimension for Excel Template

Hi Waed,

Sure.

DimensionSetEntity ->

DimensionCombinationEntity ->

Those in highlighted is my extension

Thanks
Waed Ayyad 3,332 on at

Like (0)

Report

How to add lookup Financial Dimension for Excel Template

Hi,

Can you search of DimensionSetEntity and DimensionCombinationEntity in AOT to see how many extensions do you have?

Thanks,
Waed Ayyad
CU28051221-0 132 on at

Like (1)

Report
How to add lookup Financial Dimension for Excel Template

Hi,

I'm using DimensionSetEntity. But anyway if I check, DimensionCombinationEntity also have the extension, although at this point, no addition relation, as I though I'm not using it.

FYI, the extension the "DimensionIntegrity" is already existed, I guess it was added before my time of working. If I'm right, this two objects: DimensionSetEntity and DimensionCombinationEntity are added when we running this ->

Microsoft Visual Studio, click Dynamics 365 > Addins > Add financial dimensions for Odata.

But if I try again now, I get this error ->

Not sure what it is.
Suggested answer

Waed Ayyad 3,332 on at

Like (0)

Report

How to add lookup Financial Dimension for Excel Template

Hi,

Did you try to extend the DimensionCombinationEntity also? Did you try to check other data entities?

Thanks,
Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue
CU28051221-0 132 on at

Like (1)

Report

How to add lookup Financial Dimension for Excel Template

Hi Waed,

Yes, I did. Sorry forgot to put the picture ->

Each of the relation property :

BusinessGroup, taken from OM Business Unit

Location, taken from RetailChannel

Cost Center, taken from OM Cost center

I actually have another one which is from custom dimensions, but I want to resolve these 3 first.

Thanks
Suggested answer

Waed Ayyad 3,332 on at

Like (0)

Report
How to add lookup Financial Dimension for Excel Template

Hi,

Did you set the following properties?

In the Properties pane, set the following properties.

Validate - No

Cardinality - ZeroMore

Name - Enter the name of the financial dimension, such as Department.

Related Data Entity - Select the entity for the financial dimension that you entered in the Name field. The following table contains a list of the financial dimensions and the related entities.
Related Data Entity Cardinality - ZeroOne
Related Data Entity Role - Enter a unique name, such as "Dimension Department Lookup".
Relationship Type - Association
Role - Enter a unique name, such as Dimension Department.

Thanks,

Waed Ayyad

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