Management Reporter

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Posted on by Rui Gomes da Silva

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Hi Everyone,

I wonder if anyone could be of assistance. I Just want to double check something.

Is it possible to replicate a formula on management reporter where it does this

I have created a drill down where i can get the payments for this specific account. I used the ATTR (Transaction description for this) . But the question is can i do actual formulas on the drill downs of these reports? Like the formula above for example?

Kind regards

Rui

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Rui Gomes da Silva 215 on at

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RE: Management Reporter

Thank you for the feedback. Clarifies a lot for me.

As always appreciate it.
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Ludwig Reinhard Microsoft Employee on at

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RE: Management Reporter

Good Morning Rui,

To my knowledge it is not possible to make a calculation on the amounts that are shown at the 'drill down level' only that you shared.

What might work is designing the report differently and designing the lines in a way that they include the summary elements/rows that you show in your first screenprint.

Right below create a new summary/total line that adds up the packing slip postings.

Below that you can create a new summary/total line that adds up the invoice postings

and so on.

That's the only workaround that I can see here.

Best regards,

Ludwig
Rui Gomes da Silva 215 on at

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RE: Management Reporter

Hi Ludwig

Thanks for the feedback.

With regards to the calculated column. What im trying to calculate or rather put a formula on is the transaction amounts. Ill send screen shots to aid this explanation:

First i generate the report then drill down by clicking the account highlighted:

Then I drill down further to get to the actual account attributes that i defined in the column definitions, i do this by clicking on the highlighted account :

Then i am opened into this form, and then with regards to these amounts would i be able to do a calculation on them? Im just slightly confused where to start if this can be done.
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Ludwig Reinhard Microsoft Employee on at

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RE: Management Reporter

Hello Rui,

About your first question:

Creating a formula that adds amounts from different columns and rows is possible but it is not easy and might take you a while to get it done. When I have to do something alike, I regularly make use of non-printed columns / rows that are used for subtotals/subcalculations.

Regarding the second questions:

For formulas that you create there is no drill down in D365FO / AX2012 available because these are calculations that you define.

For all other transactions that are recorded on different ledger accounts - findim combinations drill downs are available.

Best regards,

Ludwig