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Finance | Project Operations, Human Resources, ...
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Add financial dimension values to the Trial balance Power Bi report

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Posted on by 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 

 
 
 
 
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I have the same question (0)
  • Anton Venter Profile Picture
    20,680 Super User 2026 Season 1 on at
    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
    841 Super User 2026 Season 1 on at
    Hi Did you explore Business performance analytics? It has TB and has more comprehensive data model.
     

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