Skip to main content

Notifications

Community site session details

Community site session details

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

How to add attribute at the customer level which will generate a dimension in Analysis cubes?

(1) ShareShare
ReportReport
Posted on by 860

There is at least one attribute not tracked in GP that the business uses to categorize various clients/customers, lets call it "Branch".  Currently, there are some "custom" reports that we have built that run various stored procedures to extract the data, then through some custom logic, associate orders with a given "branch".  What would be better, would be to make this association with a customer in GP, thereby making the assignment and cusom logic no longer needed.  What kind of effort is involved in adding this attribute to a customer, then (manually) going back to assign this attribute to say 3-400 customers?

From there, once the Analysis cubes are added, I think this attribute should show as a dimension in the cubes?

Categories:
  • Suggested answer
    Almas Mahfooz Profile Picture
    11,009 User Group Leader on at
    RE: How to add attribute at the customer level which will generate a dimension in Analysis cubes?

    You can use 'user defined' fields to track the additional attribute. From back end these fields can easily be updated and you can use it in reports and analysis cube easily.

    There are two user defined fields available in customer card.

    1325.customer.png

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

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

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

#1
Martin Dráb Profile Picture

Martin Dráb 601 Most Valuable Professional

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 416

#3
Adis Profile Picture

Adis 384 Super User 2025 Season 1

Product updates

Dynamics 365 release plans