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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Financial reports - sh...
Microsoft Dynamics AX (Archived)

Financial reports - shared dimensions

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Posted on by Daxer Persson 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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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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

  • Daxer Persson Profile Picture
    Daxer Persson 3,005 on at

    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).

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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
    Daxer Persson 3,005 on at

    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.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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
    Daxer Persson 3,005 on at

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

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