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Microsoft Dynamics GP (Archived)

MR - Hide some rows in summary view

Posted on by Microsoft Employee

My apologies if this has been discussed.

I'm trying to create an income statement and I have some rows that need to be hidden or not printed in the summary view. I say summary view as in top of the reporting tree. 

@ANY(A+B+C)

  • A
    • Business Unit 1
    • Business Unit 2
    • Business Unit 3
  • B
    • Business Unit 1
    • Business Unit 2
  • C
    • Business Unit 1

From the above reporting tree, when I click @ANY, there should be "Total Operating Revenue" that sums up revenues from A, B, and C. When I click "A" company, I want it to look like:

  • BU1 Revenue
  • BU2 Revenue
  • BU3 Revenue
  • Total "A" Revenue: 1+2+3

I hope this makes sense. 

We used to workaround this by having different row definitions for each rows in tree definition. But when I migrated FRX to MR, I get an error that says "The same row definition must be selected for all reporting units". 

I tried using show "Summary lines only" function - it shows all rows that are Calc or Tot but I have some TOT rows that need to be hidden in summary views. So this didn't work.

So, 

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  • Verified answer
    michelle brayton Profile Picture
    michelle brayton 95 on at
    RE: MR - Hide some rows in summary view

    Ok, this second part can be confusing.  This is what I found to be a workaround (though its not ideal) for the functionality of the row linking in FRx.  You can link an existing MR report as source data for a second MR report.  First make sure that you don't have to insert any rows as this is unfortunately static cell referencing. 

    Generate your first report and export it out to excel.  This is how you will know what cells and rows to link to. 

    You will need to either edit your existing report column or create a new one for just this report.  The reason for this is that you will have to specify that the column type is a WKS (not a FD, coming from the GL).  If you have multiple comparative periods, you will need the same number of additional WKS columns to represent the data for the summary. 

    On your summary row format, you will need to add a new Row Link.  You can do this through the edit menu bar.  The type is going to be Management Reporter Worksheet.  Give it a name and description.

    At this point I would cross reference the cells from you exported excel report (1st report) to this row format.  So, for example, the Summary report may just have a Total Revenue line that sums all the revenue from  A+B+C.  On your exported spreadsheet that (for instance) may appear in cell B12 for current month, C12 for YTD, D12 for PYMTD ...  etc.....

    On your summary row format in the line for Total Revenue in the MR Worksheet link, you will put in B=B12, C=C12, D=D12 .   The first letters before the = sign correspond to the destination column in Management Reporter.  So if the first column in the COLUMN   (uggh) is Description that is column A....  Then you want Current Month that is typically column B unless you are adding a Fill column between them.   And following my above example C would be current month and D Prior Year MTD. 

    You would follow this format B=B12, C=C12, D=D12 (with however many periods you have in your columns)  and paste this information into any row that needs actual financial data and is not itself a total, changing the '12' to the correct row number from your exported spreadsheet.

    The last thing is to create a report group.  This ensures that the Summary report represents "fresh" data and is not pulling from a prior generated version of the report.  When creating the report group be sure to list the detail report first and the Summary second so it will be pulling fresh data. 

    You WILL not see the summary all in one report as you are accustomed to in FRx.  You will have two reports one that lists it as you have it now and another in a summary format with the same data. 

    CAVEAT:  If you insert rows you run the risk of blowing up your summary.  It is very important that reports are properly managed and that everyone does not have access to change the reports.

    A good habit to form is that when you are working on a report, that you export that reports building blocks to a .tdbx file.  If they do not work as anticipated, you can re-import the .tdbx file and be back to where you started, no harm no foul. 

    I realize this is clear as mud, so feel free to ask away.....

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MR - Hide some rows in summary view

    I'm very excited to see some instructions as you mentioned.

    Thank you so much!!

  • michelle brayton Profile Picture
    michelle brayton 95 on at
    RE: MR - Hide some rows in summary view

    Ok so, one report for units A,B,C  if you have different accounts between units for a row  (ex.   office supplies is account 4025 in unit A but 4027 in unit C)  you can create multiple financial dimensions....  aka GL links (columns in the row format).  You then tie the correct FD to the unit in the tree.   So if FD1 had Unit A accounts in it, you would change the FD link in  the tree for UNIT A and the business units under it to use FD1.  The @Any will still use the same row......   So on to the REAL summary report.  You will create a new row, you likely already have it in MR since you had it created for FRX.....   And then link the rows from the other rows to this format.  I will post instructions when I return.  :(  sorry have to step out

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MR - Hide some rows in summary view

    Yes!?

  • michelle brayton Profile Picture
    michelle brayton 95 on at
    RE: MR - Hide some rows in summary view

    Ok, NOW I think I understand what it going on...   In FRx does unit A B and C use the same row format and @any uses a different row?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: MR - Hide some rows in summary view

    Thank you so much for the reply. @ANY should sum a total of all 6 business units.  

    Are you able to limit the dimensions by "Company"? when I go to Dimensions window in row definition, I only see "business Unit", "cost center" and "account number" which are set by my company. I wonder if I have to configure something in GP to add company as dimension.

    I heard about the ability to create a report that feeds off of another report. Could you please direct me to where I can get some more information on this?

    Thank you!!!

  • michelle brayton Profile Picture
    michelle brayton 95 on at
    RE: MR - Hide some rows in summary view

    I am a little confused as to what you are looking to do.  Is the @ANY summing a total of 6 Business units?  Or do you have 3 Business units where 3 are included in A,  2 in B and 1 in C?

    I have had to work around the limitation of one row definition per tree by either have more financial dimensions in the row or creating different reports with a report group that feeds off the lines of the previous reports, depending on the specific design.  MR certainly regresses backwards for row maintenance that is for sure!

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