web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

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

Financial report: Crosstab report

(0) ShareShare
ReportReport
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. :-)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 635 Super User 2026 Season 1

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 635 Super User 2026 Season 1

#3
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 547

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans