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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Finance report generate by all financial dimension value

(0) ShareShare
ReportReport
Posted on by

HI All,

My company set a finance dimensions use values from item, and I maintain all the item code for its finance dimensions,

so the LedgerTran finance dimension will include the item code, now I want to design a finance report, generate report data group by all the item code.

now I can user the Report Options display by finance dimension only one dimension value...

Because of every day may creat a new item code ,I set up the main account in row,  and I don't want to set the finance dimension  item code in the column one by one..every day , so what should I do?

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Shirlow,

    Do your items and item findims start with the same prefix, such as ITEM123, ITEM124, etc. which would allow you making use of wildcards, such as ITEM*? Have you tried using that approach?

    As you mentioned above, I would not setup and fix the item findims in rows or columns as rows are kind of static. You can of course use wildcards but then you don't have an item per line or column.

    Can you provide some additional information what this report is intended for?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hi Ludwig,

    This is my reoprt template, Item code did have the same prefix, and the report period by month.

    Thank you for your quick reply!  

        0123 22166 12321 …..
    Main account Description        
    6001101000 + 6001111000 Gross Sales 2,000.00 2,000.00 4,000.00  
    6003100000 + 6003200000 Trade Promotion 585.00 40.00 60.00  
    6001111000 + 6003300000 Discount        
    6401101010 + 6003200000 Std. Direct Cost 100.00      
    6403101000 Transportation   20.00    
    6404100000 + 6404990000 Warehousing 100.00   200.00  
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    I would try the following report design:

    1. Rows

    mr1.jpg

    In the last column you enter your main accounts

    2. Columns

    mr2.jpg

    In the dimension filter columns enter your dimensions with wildcards, such as *

    (Note: I don't use the item as findim in my machine and thus have to use the item group findim in my columns)

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Hi Ludwig,

    Yes, I see..

    I know this function, but you know we have 500+ products and we will have create new item code every weekend,  so if we create the column by every item , it will be very crazy..

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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

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

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 608

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 591 Super User 2026 Season 1

#3
CP04-islander Profile Picture

CP04-islander 430

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans