Management report Matrix report: Report with Department as Columns and GL Accounts as Rows

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Posted on by Rana Anees

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Hii,

I am new to Management Reporter and looking for help. I am using Dynamics AX 2012 R3 with MR. Task is to develop Indirect Cost Analysis Report in MR. Departments are dimensions in AX.

The report should have departments as is columns (Finance, HR, IT, Ops, management etc.) and corresponding GL accounts as rows. The report should be in the P&L indirect cost format (after gross profit).

Please see the image, the report output should be like this.

What I have already done is row and column definition and reporting tree. On generating report, I can select a department from Tree starting unit and can see results for that department only.

Please need help to show all departments in columns and main accounts in rows.

Column

Row

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Rana Anees 1,813 on at

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any solution please...

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Ludwig Reinhard Microsoft Employee on at

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Hi,

What you miss is linking the reporting tree elements to the column definition.

Example:

Best regards,

Ludwig

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Rana Anees 1,813 on at

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Thanks Ludwig Reinhard,

I linked the reporting tree elements to the column definition as you said.

It works ok but for one department, for other departments it shows 0 for all account.
Because, I have to select a Starting unit before generating report. If I select none in starting unit, it shows same values in all department columns. or should i remove reporting tree?

more help please.

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Rana Anees 1,813 on at

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I made a new Column Definition same as above. From the report definition I select the new column, but this time I did not select Tree Definition. I generate the report, and it shows same values in all columns means repeating.

where am I wrong please.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You actually do not need a reporting tree to realize the report.

You can alternatively directly specify the financial dimension in the different columns that you have.

In the screenshot below this is done for the departments 024 and 025

A reporting tree would only be required if you want to limit the access to the different report columns for specific users.

Best regards,

Ludwig

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Rana Anees 1,813 on at

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Thank you Dr Ludwig Reinhard. Your support is really helpful.

One more thing. Now I want to show sum of all department columns at the end.

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Ludwig Reinhard Microsoft Employee on at

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Hi Rana Anees,

Just add another column with the column type CALC.

In the formula line you can then add D:I (assuming that your first FD column that holds values is column D).

Alternatively you can also add something like D+E+F+G+H in the forumla line.

Best regards,

Ludwig

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Rana Anees 1,813 on at

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Thank you Dr Ludwig Reinhard.

Appreciate your support sir.

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