How can I compare Project and non-Project in the Financial Reports?

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Posted on by CU08052056-0

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HI experts!
I would like to compare Project and non-Project in the Financial Reports?
How can I set specific Project and non-Project such as Department in Row No below to see both Project and non-Project in the Financial report

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Dynamics 365 Business Central

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Sumit Singh

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Hi,

Just want to check whether you are using Department as dimension also. If yes, then you can use filtration can be used for dimension.

Compare Project and Non-Project in Financial Reports
1. Use Dimensions for Project and Department

Ensure that Project and Department are set up as dimensions in Business Central.
Assign these dimensions to your transactions (e.g., sales, purchases, journals).

2. Create or Edit a Financial Report

Go to Financial Reports in Business Central.
Create a new report or edit an existing one.

3. Define Row Definitions

In the Row Definition, assign Row No. like P0014 to P0024 for different financial elements.
For each row:
- Set Totaling Type to Posting Account or Account Category.
- Set Totaling to the relevant G/L accounts or categories.

4. Use Dimension Filters in Column Definitions

In the Column Definition, create two columns:
- One for Project (e.g., Dimension filter: Project = XYZ)
- One for non-Project (e.g., Dimension filter: Department = ABC)
This allows you to compare side-by-side in the same report.

5. Preview and Adjust

Use the Preview feature to check the layout.
Adjust row or column definitions as needed.

🧠 Example Setup

Row No.		Description	Totaling Type		Totaling
P0014		Revenue	Posting Account		40000..40999
P0015		Expenses	Posting Account		50000..59999
Column	Description			Dimension Filter
C1	Project XYZ			Project = XYZ
C2	Department ABC			Department = ABC

Note: This response was developed in collaboration with Microsoft Copilot to ensure clarity and completeness. I hope it helps to some extent.

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Gerardo Rentería Ga... 25,225 Most Valuable Professional on at

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Hi

You could rely on a "project" dimension and add this value in the operations and then analyze the dimensions

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-dimensions?wt.mc_id=MVP_354389

Analyze data by dimensions - Business Central | Microsoft Learn

Best

GR

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Mansi Soni 8,907 Super User 2025 Season 2 on at

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Hello @CU08052056-0,

To compare both Project and non-Project (e.g., Department) in a financial report in Business Central, you need to create a Row Definition that includes lines for both types projects (e.g., P0014, P0019) and departments (e.g., F0018). You can manually define each Row No. with appropriate dimension filters in the Row Definition setup to separate project-specific lines from department or other non-project lines. This allows both sets to appear together in the same financial report for side-by-side comparison.

Hope this answer will help you!

Regards,
Mansi Soni

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Jun Wang 8,202 Super User 2025 Season 2 on at

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Hope this gives some hint.

https://learn.microsoft.com/en-ca/dynamics365/business-central/bi-how-work-account-schedule

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

You can use dimensions like "Project" and "Department" to filter and organize financial data.

Set up these dimensions in your transactions, then create or edit a financial report with row definitions for relevant accounts and column definitions that apply dimension filters—one for Project and one for Department.

And you can view side-by-side financial performance across both categories, enabling clear and structured comparison.

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Sohail Ahmed 11,148 Super User 2025 Season 2 on at

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You can achieve this by using Dimensions in your financial report setup. Assign a specific dimension value (e.g. "PROJECT") for project-related entries, and leave it blank or use another value (e.g. "NONPROJECT") for non-project ones.

In the Financial Report row definitions, create separate rows with filters like:

Department = PROJECT

Department = NONPROJECT

This will let you compare both categories side by side in the report.

Mark this as the verified answer if helpful. ✅

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