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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Management reporter In...
Microsoft Dynamics GP (Archived)

Management reporter Insert rows from dimension

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Posted on by Community Member

Hi. The customer is inserting rows from dimension in the Row dimension and it is not insering the accounts by account numbers?  Ex. 00-1610 is before 00-1000.  We cannot understand the sorting order and we would like to get them by account numbers.  Is there a way?

Thanks

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  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Are we talking about the drill downs in here ?

  • Community Member Profile Picture
    Community Member on at

    No, not the drill down.  We are in the Row dimension and we insert the complete chart of accounts by using the Insert rows from dimension in the Edit menu.  We cannot get the order that they get insert and does not seem to always be the same order.

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at

    When selecting accounts in Row Dimensions, the client should select the Main Account segment only - your post seems to indicate they are selecting main and sub accounts in combination, which likely affects the sort order.

    It is entirely possible for the client to maintain multiple row and column definitions to achieve different looks and sort orders.

  • Community Member Profile Picture
    Community Member on at

    They are selecting all the segments because they want a Trial Balance with the complete accounts. Thanks

  • Community Member Profile Picture
    Community Member on at

    They have actually more then 10000 accounts so it is hard to individually enter them, and it is why we are trying to find a solution to get them automatically in the correct order.  Thanks for your answer.

  • Redbeard Profile Picture
    Redbeard 12,931 on at

    Josee,

    Have they tried the wizard function?  Most folks have tons of individual accounts, the wizard allows clients to add large groups of accounts to various report categories.  Even if these report categories are imperfectly named or defined, once you have added these accounts and categories, the user can edit them to perfect them.  This requires much less effort than building reports from scratch.

  • Community Member Profile Picture
    Community Member on at

    Thank you for your help. In this particular report the Insert rows from dimensions is what they are looking for because they already have their columns ditmension created and they just want to be sure that they have all accounts (in the correct order), but I will look at this wizard with them in case that it could help for other reports. Thanks

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