Notifications
Announcements
No record found.
HI,
Could you please show me how to create a tree that NOT INCLUDE BRANCH? I'm TRYING TO CREATE a TRIAL BALANCE that NOT INCLUE BRANCH in that report?
We have to branches, BUT ONLY NEED TO HAVE acct and department with OUT BRANCHES.
Thanks,
Annie
Thanks
When creating a tree, you can use or not use any of the dimensions. I'm assuming Account is defined in the row. You could also define Department if the row if you want. Alternatively, you could create a tree based on Department. To not filter by Branch, simply don't define the Branch dimension in the tree. In this scenario, all units would have the Department regardless of the Branch. If you only want accounts that don't have Branch defined, add a blank filter to the tree unit such as +Branch = [ ]. A blank filter will restrict that unit to accounts that don't have Brach codes defined. This isn't used too often with standard dimensions as most GP setups have codes for all dimensions (Microsoft Dynamics GP -> Tools -> Setup -> Company -> Account Format **compare to** Cards -> Financial -> Account -> Lookup ). The blank [ ] functionality was designed with AA dimensions in mind but it works for standard dimensions as well. Hope that helps!
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 646 Most Valuable Professional
André Arnaud de Cal... 529 Super User 2025 Season 2
Sohaib Cheema 285 User Group Leader
