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Finance | Project Operations, Human Resources, ...
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How to clear financial dimensions like project and business unit in a report

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Posted on by 247
Hi All,
 
     

There is a requirement in D365 FO involving a custom report that contains two main parameters: Project and Business Unit, which are defined in the contract class. The requirement is to clear the filters for Project and Business Unit (these filters are defined in the “Records to include” query) at runtime. Specifically:

1.If the user selects Project or Business Unit in the “Records to include” filter, these filters should be cleared automatically.

2.The reason for clearing these two filters is that the report already provides a provision for the user to select Project and Business Unit in the main parameters. Keeping the filters in “Records to include” could override or conflict with the user’s main parameter selection.

3.The “Records to include” query is used for other filtering purposes, so only the Project and Business Unit filters need to be cleared.

4.I have tried clearing these filters, but I haven’t found a workable solution yet. Any thoughts or suggestions would be appreciated.

The screenshots below are provided for reference.




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  • Sohaib Cheema Profile Picture
    48,843 User Group Leader on at
    How to clear financial dimensions like project and business unit in a report
    Hi,
    Is this a custom or standard report without any customization?
    Sometimes filters are hard-coded at the backend in the x++ classes or queries. By clicking Reset on the filters, takes it back to standard query filters  (as those are in the standard report). 
    some hard-coded ranges cannot be changed in anyway, if those are locked at query level.
     
  • charan12 Profile Picture
    247 on at
    How to clear financial dimensions like project and business unit in a report
    Thanks for replying,.

    It is a purely custom SSRS report.

    I think I didn't conveyed my problem properly earlier. There are mainly 5 active financial dimensions, among them we are giving 2(project and business unit) of them as parameters in the report. In the report query we are using purchase lines table. If user selects any of those two financial dimensions(Project and business unit) in 'records to include' section filter against the financial dimensions of PurchLine table, those should be clear.

         

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