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P&L report in business central

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Posted on by Inkey Solutions

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Hi All,

How to create P&L [Proft and Loss] report in business central? with dimension filter.

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Bilal Haider 412 on at

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Hi,

You can try to use Financial Reports (called Account Schedules in NAV) for P/L report with Dimension filter.

You do not need any development for that.

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Bilal Haider 412 on at

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You can use this tutorial and learning path,

learn.microsoft.com/.../

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Inkey Solutions 2,100 on at

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raibilalhaider , Hi

Could you please send me any reference link of how to create financial reports in BC?

Thank you.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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You can use the predefined account schedule reports that are already defined in General Ledger Setup.

But first, you can easily set up the required accounts by using the Account Category and Sub Category.

1- Go to G/L Accounts.

2- Define the Category and Sub Category of every profit and loss account.

3- Go to the Account Categories page.

4- Click on Generate Account Schedule to update the existing Income Statement in Account Schedule.

5- Go to the defined account schedule "Income"

6- View Report.

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DAnny3211 11,397 on at

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hi

you can follow these steps:

Open the Business Central development environment and create a new report.

In the report layout, add the relevant columns for your P&L report. These typically include revenue, cost of goods sold, gross profit, operating expenses, and net income.

Next, add filters to the report for the relevant dimensions. For example, if you want to filter the report by department, you can add a filter for the "Department Code" dimension.

Use the "DataItemTableView" property to link the report to the relevant table(s) in Business Central. For a P&L report, you may need to link to tables such as "General Ledger Entries" and "Accounts."

Use the "SetRange" method to apply the dimension filter to the report. For example, if you want to filter the report by a specific department, you can use the "SetRange" method to specify the "Department Code" dimension and the value you want to filter on.

Finally, run the report to view the results with the dimension filter applied.

example:

// Set up a filter for the Department Code dimension

MyFilter.SETRANGE("Dimension Code",DIMENSION::"Department Code");

MyFilter.SETRANGE("Code", '001'); // Replace with your desired department code

// Link to the General Ledger Entries table and filter by the dimension

DataItemTableView = GeneralLedgerEntries;

DataItemTableView.SETRANGE(GENERALLEDGERENTRIES."Dimension Set ID",DIMENSION::"My Dimension Set ID");

DataItemTableView.SETFILTER(GENERALLEDGERENTRIES."Dimension Value Code",MyFilter);

// Add the relevant columns to the report layout

the exact code may vary depending on the specific dimensions and tables you are using in your report. You may also need to adjust the code to handle multiple dimension filters, if needed.

DAniele

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