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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Add financial dimensio...
Finance | Project Operations, Human Resources, ...
Suggested answer

Add financial dimension values to the Trial balance Power Bi report

(5) ShareShare
ReportReport
Posted on by OleksandrRagoza 12
Hi All
I need to add a financial dimensions to the PBi Trial balance report. Out of the box this requirement is not implemented, but there is a way to add a separate column for each FinDim in the DimensionAttributeValueCombination table (this table (each FinDim in a separate column) is going to be used in the PBi report)

There is an out of the box report: General ledger / Workspaces / Financial analysis – all companies
In the PBi desktop app the data model looks like this: the Dimensions data source (which is the FinancialReportingTransactionDataV3_DimensionCombination view in the AxDW)
And when I add any FinDim that I need (for instance the OfficeVal) - it's not visible in the report, but at the same time it's visible when you switch to the Table view.
I assume that this type of Visuals (I mean - the report itself, which is at the left top corner of the screenshot), so, this Visual - is something that specific to the D365 (just see the icon - green rectangle) - su0ch Visual, does not exist in the standard PBi desktop - I assume because of this Visual, PBi does not allow to add any string value. Maybe I'm wrong, and maybe you know another solution, any help is appreciated 

 
 
 
 
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Anton Venter Profile Picture
    Anton Venter 20,301 Super User 2025 Season 2 on at
    Add financial dimension values to the Trial balance Power Bi report
    Hi,
     
    Have your financial dimensions been added to the standard data entities yet? I.e. extending the DimensionCombinationEntity and DimensionSetEntity with your own dimensions? This has to be done in Visual Studio and has to be deployed to the production environment.
     
    Also, have you enabled those dimensions in the setup? See Menu item /mi=DimensionIntegrationConfiguration
     
     
  • Suggested answer
    Arvind Bharti Profile Picture
    Arvind Bharti 594 Super User 2025 Season 2 on at
    Add financial dimension values to the Trial balance Power Bi report
    Hi Did you explore Business performance analytics? It has TB and has more comprehensive data model.
     

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

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

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,004

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 865 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 582 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans