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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Trial Balance with Bot...
Small and medium business | Business Central, N...
Answered

Trial Balance with Both Global Dimensions

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Posted on by john.ellis 3,510

InkedInkedtb_5F00_LI2.jpg

Hi:

How do you generate a trial balance to Excel that shows the two Global Dimensions of Region and Department, as shown in the screenshot above?

Thanks!

John

I have the same question (0)
  • Verified answer
    Dallefeld Profile Picture
    Dallefeld 211 User Group Leader on at

    John there is no report standard, that I know of. However, there are several options

    1. a Power BI report

    2. drop your gl entries to excel and add a pivot table- not a good option as your data grows larger

    3. setup an Analysis View and use that with the Dimension-Detail report printed to Excel. You will need to work some Excel magic again but get your format

    4. Jet Report

    5. Other reporting tools

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,111 Moderator on at

    You should be able to use G/L Balance by Dimension to do this.

    There you can have both global dimensions as locums.

    You find the G/L Balance in the ribbon of your chart of accounts.

  • john.ellis Profile Picture
    john.ellis 3,510 on at

    Well, I mean both Global Dimensions at the same time -- not interchangeably.

  • Dallefeld Profile Picture
    Dallefeld 211 User Group Leader on at

    John, That's what I through you meant, you want both dimensions, The Dimensions - Detail and Dimensions - Total reports almost give you what you want but I think you will have to work these around a bit in Excel.

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