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Posted on by Waed Ayyad

9,039 Super User 2025 Season 2

Hi All,

I need to filter Dimensions when I open Journal template using Excel to be filtered based on Legal entity?

How to achieve this, any hint?

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André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

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Hi Waed,

This requirement is not possible to achieve without an extensive and cumbersome customization. The dimensions and values are global. When choosing values, the Dynamics 365 logic will validate it against the accounting structures and ledger setup. At that time, combinations of used values will be stored in several dimension runtime tables. Before that, there is no table which is exactly storing the possible values per legal entity.

As alternative, you can create a template per legal entity and use Excel cell validations for allowed values.

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GirishS 27,827 Moderator on at

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Hi Waed,

You can refer to the below blog for customizing the open in excel options and adding filtering.

https://sunkuaxian.wordpress.com/2018/07/17/extensibility-open-in-excel-menu-via-x-in-d365o/

Thanks,

Girish S.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi Andre,

What about General ledger > Chart of accounts > Dimensions > Financial dimensions > Dimension values >Legal entity overrides. Can we use suspended field to filter values that are returned based on the Legal entity.

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André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

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Hi Waed,

The Suspended field is in the standard application not considered in the Entity for a lookup in Excel.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi Andre,

I want when I open template by Excel to get each dimension values like cost Center, Business Unit and choose from it. Also I don't want to show suspended values based on legal entity.

Like in image below:

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André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

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HI Waed,

Dimensions and their values are global data, not bound to a company. The company context is setup via account structures, linked to the Ledger for a legal entity. The lookup in the Excel connector opens another data entity without knowing the ledger context.

Not sure if you can override the entity which is used today for the lookup. Anyway, it would require quite some development.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi Andre,

Thank you for your usual support. Would you please give me more information. Do you mean by entity of Lookup for Excel Connector "DimensionSetEntity."?

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