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Finance | Project Operations, Human Resources, ...
Suggested Answer

Grouping Dimensions

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Posted on by

Hi Team,

Please let me know How we can use Grouping Dimension Concept in D365 F&Sc.

I have the same question (0)
  • Sukrut Parab Profile Picture
    71,708 Moderator on at
    RE: Grouping Dimensions

    Are you talking about  inventory Dimension groups ? Could you please provide more info about what you want to do ?

  • Community Member Profile Picture
    on at
    RE: Grouping Dimensions

    Hi Sukrut,

    I want to understand Grouping financial Dimension/ Totalling financial dimensions Functionality and wants to understand how we can utilise it and its setup?

  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at
    RE: Grouping Dimensions

    Hi Pramad,

    Both Total and Group are used in case of consolidation mostly.

    Group: You can define one "Dimension Value" to all the other dimensions values of which amount you want to group together during consolidation. This you can think as how we use "Consolidated Main Account" in General ledger

    Example: Lets you have Dimension Value 1,2,3 4 and have one shared group dimension "X" , now you can map "X" to all 1,2,3,4 dimension values in Group field , due to which X will have amount from all 4 Dimensions

    Total: Also works in similar way when you want to add amount from other dimensions to the single dimension.

    Both will only after enabling following parameters :  

    pastedimage1597379437343v1.png

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at
    RE: Grouping Dimensions

    You can check below link too discussed in Forum before.

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/283003/financial-dimension-value-parameters/809537

    Regards,
    Sourav

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Grouping Dimensions

    Hello PramodKumar1995,

    Rather than using the grouping feature inside D365FO, I would recommend doing the grouping in the financial report designer.

    This is by far easier and faster compared to making a setup in D365FO that does not accelerate things much.

    At the end of the day you will need this grouping / totaling in financial reports and that's the place where I would do that.

    Best regards,

    Ludwig

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