Setup values of a set in MR Report Design

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Posted on by Jacky Qian

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Hi all:

When I used sample row definition in Report design and found the a row was set to MAINACCOUNTCATEGORY = SET(Net Income Default) as the below, but I don't know how to set up the values of 'Net Income Default' . Could you teach me will set up the values of set ?

Thanks

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Jacky Qian 460 on at

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Could you teach me where to set up the values of a set ，for example the set Net Income Default ?

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Junaid Idrees on at

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Hi Jacky,

What i understand that you actually want the "Net Income" in Income Statement to appear in Balance Sheet?

Yes, You can do that.

Please check the below link and video to help you out:

https://blogs.msdn.microsoft.com/dynamics_financial_reporting/2013/10/11/linking-one-report-to-another-in-management-reporter/

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Ludwig Reinhard Microsoft Employee on at

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Hello Jacky,

Here is an example.

Step 1: I defined a dimension value set for all balance sheet accounts simply by making use of the from and to field settings

Step 2:

Because of that, I can simply select this element when I define a report.

This can help especially if you re-use the dimension set in multiple reports.

Then you don't have to think what accounts to select when you want to create a specific report.

Best regards,

Ludwig

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Jacky Qian 460 on at

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Hi Junaid:

Thanks for your reply.

I just want to know why the 'Net Income Default' can be filled in the 'dimension value set' and how to set up the 'Net Income Default' values.

I have practiced again and have dicoveryed the action steps. It is spposed to use the 'Manage Dimension Value Sets' button ,then to new or modify the formulas.

step1: click 'Manage Dimension Value Sets' button

step2: choice MAINACCOUNTCATEGORY in Dimension field.

step3: choice Net income default in the table list , then modify

step4:modify the values of category

It should be simple, but I failed to use the 'Manage Dimension Value Sets' button. I confused you.

Thanks for your help.

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Jacky Qian 460 on at

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Hi Ludwig:

Thanks for your reply.

I aslo have practiced what you had suggested. I'm not familar with dimension value set. Your suggestion is so helpful.

Thanks.

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Junaid Idrees on at

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Hi Jacky,

BTW From Manage dimension value set you can use Main Account Category as well to calculate Net Income but before that you have make sure that your Main account Category is properly linked with all P & L accounts. So an easiest way is to define main accounts range and let's MR calculate for you Net Income.

Good Luck.

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Jacky Qian 460 on at

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Hi Junaid:

Thanks for your suggestion. I will practice what you have said again.

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