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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Re: Minitrial balance ...
Small and medium business | Business Central, N...
Suggested Answer

Re: Minitrial balance in Role Centre page

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Posted on by D365 Business Centr... 164
How to configure Trial Balance in Role centre page ? When I try to configure It shown as like as below ss
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Pallavi Phade Profile Picture
    Pallavi Phade 5,510 Super User 2026 Season 1 on at
    Namaste 
     
    Intially check the setup is done or not in Role-centre page.
    Secondly check the setup is properly mapped . Row Definitions and column Definitions are correct.And also verify how many General Ledger Entries are carried out in mentioned setup
    Output should appear in role-centre page . 
     
    IF you feel this answer is helpful  , Please verify the answer . 
     
    Regards
    Pallavi Phade
     
  • Suggested answer
    Chavda Dharmendra Profile Picture
    Chavda Dharmendra 1,004 Super User 2026 Season 1 on at
    Hello,
     
    Click on Setup as below. and set Row Definition and Column Definition as pre requirement.
     
     
    After that you can be able to see data.
     
  • PRao Profile Picture
    PRao 458 on at
    Hi, 

    If you don’t see the chart in the Role Center, make sure your User Role has permissions to the Account Schedule and G/L accounts..

    Also you may follow the steps for new setups. 

    Step-by-Step: Setting up Mini Trial Balance on Role Center Page
     1. Create or Configure an Account Schedule (Financial Report)
    1. Search for "Account Schedules":
      • Use the Tell Me search (Alt+Q) and type "Account Schedules".
      • Select Account Schedules from the list.
    2. Create a New Account Schedule:
      • Click New and give your account schedule a name (e.g., MINITB) and description (e.g., "Mini Trial Balance").
    3. Define the Lines:
      • In the Account Schedule Lines, define rows for the G/L Accounts or account categories you want to include (e.g., Cash, Receivables, Payables, Equity, etc.).
      • Use the Totaling field to specify G/L Account ranges (e.g., 10000..10999 for cash accounts).
      • Optionally group and subtotal lines (Assets, Liabilities, Equity, etc.).
    4. Define Columns:
      • Go to Column Layout Names (link at the top of the page).
      • Create a layout that shows values like:
        • Net Change (for the period)
        • Balance at Date (if required)
     2. Create an Account Schedule Chart
    1. Go to Account Schedules and select your mini trial balance schedule.
    2. From the ribbon, click Overview, choose your Column Layout, and check that your data displays correctly.
    3. Now, go back and click "New Chart Definition" (or "New" under Account Schedule Charts depending on version).
    4. Fill out:
      • Name: MiniTBChart
      • Description: "Mini Trial Balance Chart"
      • Account Schedule Name: Select the one you created (MINITB)
      • Column Layout Name: Choose the column layout you configured
      • Choose chart type (e.g., Bar, Column, or List)

     3. Add Chart to Role Center
    1. Navigate to your Role Center Page (e.g., Business Manager, Accountant Role, etc.)
    2. Click on "Personalize" (gear icon > Personalize).
    3. Click on the area where you want the chart to appear (e.g., under "Insights" or in the FactBox area).
    4. Choose "+ Add Chart Part" or similar depending on version.
    5. From the list, select your Mini Trial Balance Chart (MiniTBChart).
    6. Exit personalization by clicking Done.


    Hope this will help you to sort out  the issues. 

    Thanks, 
    PRao
  • Suggested answer
    Sumit Singh Profile Picture
    Sumit Singh 11,790 Super User 2026 Season 1 on at
    Agreed with the below responses. You need to establish the required row and column definition and let us know in case there is any further error.
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 26,110 Most Valuable Professional on at
  • Suggested answer
    Nimsara Jayathilaka. Profile Picture
    Nimsara Jayathilaka. 5,001 Super User 2026 Season 1 on at
    The account schedules in your Business Central account are well configured for quoting in the Trial Balance chart on the Role Centre page. If you view the Trial Balance chart and find the error message stating the Trial Balance chart is not configured due to less rows in your account schedules, all this means is that your account schedules attached to the chart do not contain enough account or lines to summarize and show Trial Balance data. To resolve this issue, you need to check out, configure or alter your account schedules and ensure there are sufficient accounts and balances in the account schedules for the Trial Balance chart.
     
    Make sure to utilize the account schedules that are fully configured, have the correct structure, and sufficient rows to support your ledger accounts. Now that you've adjusted or created new account schedules, the trial balance chart should display data correctly. You should also check or validate that permission is granted as well as data being loaded so that the Role Centre page can display and access the report correctly from the account schedule any defined results or outcome. This should help with providing you with highly functional financial data from Business Central.
     
    Thanks
    Nimsara
  • Suggested answer
    Rishabh Kanaskar Profile Picture
    Rishabh Kanaskar 6,225 Super User 2026 Season 1 on at
    That error message means the Trial Balance chart on your Role Center is looking for data from an Account Schedule that either doesn’t exist or is missing rows.

    This is a common issue if the “Trial Balance” chart part is not configured after a fresh BC install or company creation.
     
    Here’s how you can set it up properly:
     

    • Open Account Schedules → Look for “TRIAL BALANCE.” If missing, create a new Account Schedule.


    • Add Rows (example):

      • 10 → 10000..19999 → Assets

      • 20 → 20000..29999 → Liabilities

      • 30 → 30000..39999 → Equity

      • 40 → 40000..49999 → Income

      • 50 → 50000..59999 → Expenses

        (Row Type = Net Change or Balance)

    • Verify Column Layout → Ensure it has Net Change or Balance at Date column and assign it to the schedule.

    • Assign to Role Center Chart →

      • Open Role Center → Click Trial Balance > Show Chart Setup

      • Select your Account Schedule & Column Layout

    • Refresh Role Center → Chart should now display correctly.

    > refer to link : https://learn.microsoft.com/en-us/dynamics365/business-central/bi-how-work-account-schedule

     

    Thanks

    Rishabh

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