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Microsoft Dynamics AX (Archived)

Financial reports - shared dimensions

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Posted on by 3,005

In AX the financial dimensions are shared (but controllable through link to data in the company or values Stopped).

What is normal/best practise for report design for these financial dimensions in financial reports/Management reporter, as e.g. some of these dimensions / or dimension values aren't applicable for the user for all legal entities - and I can't see how to limit these.

Thanks.

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  • Daxer Persson Profile Picture
    3,005 on at
    RE: Financial reports - shared dimensions

    please explain in terms of AX functionality avaiable for financial budgeting.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Financial reports - shared dimensions

    Hello Daxer Persson,

    For this situation I can only think about making use of different kinds of dimension filters that comprise different combinations of your main accouts - legal entity - and cost centers. (Assuming that the legal entity is one of your financial dimensions used in AX).

    Hope this helps,

    Ludwig

  • Daxer Persson Profile Picture
    3,005 on at
    RE: Financial reports - shared dimensions

    CC 123 is only inactive in 3 of 5 legal entities.

    And want to exclude CC for LE 6-9 alltogether as CC is not used here at all.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Financial reports - shared dimensions

    Hi,

    So, you want to exclude let's say cost center 123 as this cost center is set inactive in AX. Is that right?

    Ludwig

  • Daxer Persson Profile Picture
    3,005 on at
    RE: Financial reports - shared dimensions

    Hi Ludwig

    Thanks. But no, I've not tried the above parameter.

    However I'm not trying to exclude accounts but specific dimensions/dimension values (that is other than main accounts).

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Financial reports - shared dimensions

    Hi Daxer Persson,

    There is a parameter setting that allows including or excluding those inactive accounts.

    3125.mr1.png

    Have you tried making use of this parameter?

    Ludwig

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