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

Management Report: How to show financial dimension name in a separate column

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Posted on by 479

Hi 

I would like to ask. How can i design my MR report to show the financial dimension name in a separate column?

I would like to develop a report to show expenses by department

I was expecting to be able to show the department name in a separate column as show below.

Wonder if anyone of you can guide me

MR-report.png

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    There is no such feature available.

    You have only a single text/descriptive field and would have to use a dash or another symbol to separate the account and the department description.

    A possible workaround is adding the departments into a column definition and getting them split up into separate columns.

    Another way would be to setup the departments as part of a reporting tree that allows you to separate your financial report by department.

    Best regards,

    Ludwig

  • Suggested answer
    Kumar_Sat Profile Picture
    1,290 on at

    Create 'rental as premises' as a header row with no formula. You always have the ability to change the description of these departments, so I am not sure what is the issue here (leaving the main account the same as it is on the right).

  • Suggested answer
    SouravDam Profile Picture
    11,732 on at

    Hi Dexin,

    It will not work the way you are expecting it in Financial reports.

    You can either mention this as a description of report header in Row definition itself to distinguish it from other heads of accounts. Else, try with by selecting department / departments from Reporting tree definition as suggested by Ludwig.

    Alternatively, you can use "Dimension statement" report available in GL module where in the report parameter, you can select primary dimension set only as "Department". And in the 'Records to include' section, you can select the relevant main account based on what this report can be generated with 'Department' dimension.

    Kindly check and provide your feedback.

    Regards,
    Sourav

  • Suggested answer
    SouravDam Profile Picture
    11,732 on at

    Hi Dexin,

    Are you able to move ahead on this thread?

    Would like to request you to check the suggestions here and update us.

    Regards,
    Sourav

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