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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / management reporter mu...
Microsoft Dynamics GP (Archived)

management reporter multiple row formats one excel sheet

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Posted on by Ian Richardson 4,150

HI folks

my controller has requested a financial report that has four tabs

Tab 1 consolidates tab 2, 3, and 4.

Tab 2 pulls sales and cost of sales

Tab 3 pulls plant costs

Tab 4 pulls administrative costs

essentially then three different row formats.  

Even if I chain three separate reports together I don't think I can get one excel file at the end that can be consolidated.

I have twenty companies that need to be consolidated. Is there a way that I can write one row format and use a tree to point at the required gl accounts for each "tab".  I would not want to export 80 tabs to excel, just the four consolidated tabs.

thanks!

Ian

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  • Keith Vogt Profile Picture
    Keith Vogt Microsoft Employee on at

    Hi Ian,

    Unfortunately, you're not able to have three different row definition (row formats) in the tree.

    However, you could do this with one row definition and three separate row links (Edit > Row Links).

    These would be used to filter out Sales and Cost of Sales accounts (tab 1) ; plant costs accounts (tab 2) ; and admin costs accounts (tab 3). So, you would have three "Link to Financial Dimension" columns.

    Each one would only have the accounts for that tab, so the first Link to FD would just have the Sales and Cost of Sales accounts. The second Link to FD would contain only the Plant cost accounts, and the third just using the admin cost accounts.

    Then in the tree, do the following:

    The Tab 1 would just be a summary (the root folder) of the other tabs.

    Tab 2 for the Sales and Cost of Sales would use the Financial Dimensions Link (column F) and point to the Link to FD for just the Sales an Cost of Sales.

    The same would be for tabs 3 and 4 using column F in the tree to point to the corresponding row definition that contains the accounts specifically using the Link to FD column.

  • Ian Richardson Profile Picture
    Ian Richardson 4,150 on at

    Hi Keith

    Excellent suggestion.  I think I prefer it to the way I was / have been able to do it.

    I have been able to use the tree to restrict to the specific accounts that I want in each section and then use the related formulas / rows on the row format to restrict the row format to only the part of the tree that I want to pull from.  It is proving to take minutes to generate the report however.

    Separate links to dimensions should remove the cross reference of the tree and speed up the report.

    thanks!

  • Keith Vogt Profile Picture
    Keith Vogt Microsoft Employee on at

    Hi Ian,

    Sounds good. I appreciate the update and your input.

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