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Business Central forum

Is there a way to create columnar financial statements with each column being a different dimension value? and applying to same row layout, like income statement

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Posted on by 5

I'm looking for similar functionality to management reporter in AX365, the ability to have different dimension values (like business units or departments) be columns of information in the same report, like an income statement.  So would look something like:

                                             DEPT 1                                               DEPT 2                                     DEPT 3                                           TOTAL

                                             OPERATIONS                                   SALES                                       ACCOUNTING                               ALL DEPTS

INCOME                                 0                                                           50,000                                                0                                             50,000                                

EXP line 1                               (10,000)                                                 (2,000)                                          (1,000)                                       (13,000)

EXP line 2                               (5,000)                                                   (5,000)                                          (7,000)                                        (17,000)

total exp                                  (15,000)                                                 (7,000)                                           (8,000)                                        (30,000)

NET INCOME                          (15,000)                                                 (43,000)                                          (8,000)                                        20,000

  • BenSydney Profile Picture
    32 on at

    You should be able to add Dimension Totaling fields to your column layout page. By default these Dimension Totaling fields are not displayed.

    If you don't use Analysis Views you should be able to add your 2 Global Dimensions to the columns. If you do use Analysis Views, you can then add the 4 Dimensions that is defined on the Analysis View.

  • Kimberley Garrison SSNW Profile Picture
    5 on at

    We are on Business Central 365 in the multi-tenant cloud environment.  Are the things mentioned above available to us?  you are right, dimension totally fields are not displaying, will we need to do customization or different licensing to access what you're recommending?

  • BenSydney Profile Picture
    32 on at

    Yes, you should be able to add the columns by using the 'design' functionality when you have the applicable page open.

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