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Using Dimensions on Account Schedule Ro3ws

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I'm currently trying to build an Income Statement in a D365F Account Schedule.  What I can't seem to be able to do is get a row that shows me a total of revenue accounts by dimension.  I can get the total of the revenue accounts, but cannot assign a dimension filter to the row.  For instance:

Income - Facility 1    (this is defined in accounts 3000 and 5030, Dimension 1=20, Dimension 2=10)

Income - Facility 2    (this is defined in account 3000 and 5030, Dimension 1=20, Dimension 2=20)

It seems that I should be able to do this in the Overview panel for the Account Schedule, but it doesn't store the values I assign.  When I edit the Overview panel in Excel and add the all the fields to the query, I can see that the records for each of the rows in the schedule have an underlying set of dimension code fields.  I tried adding dimension values and publishing, but it didn't save my entries.  

Is there a way I can set dimension filters to the rows in an account schedule?

Thanks!

Chris

  • ckmscott Profile Picture
    ckmscott on at
    RE: Using Dimensions on Account Schedule Ro3ws

    Hi Jennifer,

    Thanks so much for the quick reply.  This is exactly what I was looking for!  I looked all over for  a place to set the dimension value, but I guess it's always in the last place you look. ;)

    Thanks again,

    Chris

  • Verified answer
    RE: Using Dimensions on Account Schedule Ro3ws

    Hello Chris,

    In the Account Schedule, click on any column header, you should see a drop down with some options like Filter, Hide Column, and one of which is Choose Columns, select to Choose Columns.

    In the Choose Columns window you should see Dimension Code Totaling, is this what you are looking for?  If you select to show the columns can you then total on the selected Dimension Codes?

    Please let us know if this works for you.

    Regards,

    Jennifer Reinhardt

    Please see our Dynamics 365 Financials Support Team Blog for helpful information:

    https://blogs.msdn.microsoft.com/dyn365finsupport/

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