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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Financial report: Cros...
Finance | Project Operations, Human Resources, ...
Answered

Financial report: Crosstab report

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Posted on by DynamicsHampshire 149

Hello,

I am trying to build a cross tab report where I have business units in a financial dimension (called "customer operations") in rows and P&L KPIs in columns (revenue, gross profit and EBITDA).

The problem is that I am not getting any data. The data exists and other reports are working, just not this one.

Screenshot 1 is the report definition.

Screenshot 2 is the row definition. As I was not getting data, I modified a frew lines to specify the main accounts whch does not work.

Screenshot 3 is the column definition. Initially, I selected all of the units in the financial dimension in rows and specified the account filter in the columns. That has not worked.

Screenshot 4 gives an example of the filter on the column.

Any help would be appreciated.

Regards,

D365_5F00_crosstab_5F00_001.PNG

D365_5F00_crosstab_5F00_002.PNG

D365_5F00_crosstab_5F00_003.PNG

D365_5F00_crosstab_5F00_004.PNG

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    I wonder if the dimension filters that you added to your columns are responsible for this outcome.

    Have you tested what happens if you remove them?

    Best regards,

    Ludwig

  • DynamicsHampshire Profile Picture
    DynamicsHampshire 149 on at

    Thank you for trying to help.

    Yes, I have removed them and still nothing.

    However, The columns need a dimension filter as each column will show a different value (Revenue, GP or EBITDA). The rows do not have enough information for me to show the different values in each column.

    Regards,

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    I see.

    In your report design I can see that you selected 'unposted budget...' in the provisional tab.

    Can you change this selection?

    Best regards,

    Ludwig

  • DynamicsHampshire Profile Picture
    DynamicsHampshire 149 on at

    Hi,

    Brilliant. It works now. Thank you very much.

    My oversight. :-)

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