Uploading a Sales Budget with dimensions

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Posted on by Ross Bateman

I'm struggling to work out how to add a dimension (DEPARTMENT) to the upload file of a Sales Budget. At the moment we have it split by item and customer but we want to add a department to this as well. Does anyone know how this can be done?

Thanks in advance,

Ross

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Dynamics 365 Business Central

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Jainam M. Kothari 15,960 Super User 2026 Season 1 on at

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Hello,

If you have not so much Departments then you need to

1. Filter the "Department" in Sales Budget Overview and then

2. Need to Export and Import the Sheets Department Wise

3. And then Import the same with "Option" of "Add Entries".

4. And then Remove the Filter so Whole Sales Budget Details will be shown.

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Valentin Castravet 32,664 Super User 2026 Season 1 on at

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One option is to add a department filter in the Filters FastTab, then you would export/import 1 excel file for each department value.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Ramesh Kumar 7,549 Super User 2026 Season 1 on at

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In the budget table, under the FastTab, you have the option to "View by Dimension," which can be used as a template for uploading.

If this helped you, please check the box Does this answer your question?

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YUN ZHU 100,212 Super User 2026 Season 1 on at

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Hi, try the following operations

Thanks.
ZHU

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