RSMUS.comLooking for All Dimension Values on General Ledger Entries
Are you using more than just the two Global Dimensions in Microsoft Dynamics 365 Business Central? Do you look for the dimension values in your General Ledger Entries, but can’t locate all the dimensions that you use?
As you may know or figure out pretty quickly, the General Ledger Entries only displays the Global Dimensions 1 and 2. You can try to personalize, but the Shortcut Dimensions 3 through 8 are not in the Add Field to Page options. About all you can add is the Dimension Set ID. This is great, but not really what you would want to be able to analyze the entries further. You have probably even tried to use the filters to narrow down the entries for a specific dimension, only again finding that the Shortcut Dimensions 3 through 8 are not available.
But all is not lost. Don’t get frustrated if you search the General Ledger Entries and don’t see all your dimensions. There are ways of being able to see this data and even export it to Excel.
I am sure that you are like me in that you want a way to be able to easily view all the dimensions that were used in the General Ledger Entry. I’ll even bet that you would also think it would be great if you could also export that data to Microsoft Excel for further analysis. You don’t need to get irritated, as it is really quite a simple process to view all the dimension data using either the Set Dimension Filter or the G/L Entries Dimension Overview Matrix.
There are stress-free ways of seeing all your dimensions right within Microsoft Dynamics 365 Business Central. You will even be able to use the Open in Excel or Edit in Excel functionality to export the data into Microsoft Excel. There you will be able to do additional analysis on the data. All the functions of Excel are then at your fingertips.
The Set Dimension Filter allows you to filter the data on your additional Shortcut Dimensions. It will add to the filtered view the Dimension Set ID to your filter. This is accomplished by using the Entry action and then selecting the Set Dimension Filter option. To me, this still isn’t the ideal solution. So, I suggest using the G/L Entries Dimension Overview instead.
By using the G/L Entries Dimension Overview Matrix, you will be able to view all your dimension values on the General Ledger Entries with a few clicks of the mouse. Whether you use only one additional Shortcut Dimension or use all eight, you will be able to view and export the data from Microsoft Dynamics 365 Business Central. You don’t even need to personalize the page. All of your dimensions will be listed automatically in the matrix.
Let’s review the process of how you can navigate to the G/L Entries Dimension Overview Matrix in Business Central.
As you know, there are numerous ways of accessing the List Page for the General Ledger Entries. You can access it through the Chart of Accounts by drilling into any of the amounts fields, using the Find Entries action from any posted entry, or simply by using the Tell Me to search for the General Ledger Entries Page and selecting the related link.
Once you have navigated to the General Ledger Entries List Page, you can perform the sorting and filtering as you would for searching any transaction. Maybe it is a certain posting date or G/L Account that want to analyze.
When you have your filters and sorting in place, choose the Entry action and select G/L Dimension Overview.
This will display the G/L Entries Dimension Overview page and lists the Matrix Options.
The Matrix Options should be a protected field (un-editable) but will list the range of your dimension codes. This is a range of all the dimension codes that you have listed in your General Ledger Setup page.
You can then use the Show Matrix Action to display all of the entries matching your original filtered/sorted criteria.
The entries that appear in the G/L Entries Dimension Overview Matrix now reveal all of the dimension codes and their values for each of the entries.
You can use the Page action to export the data into Excel.
I think you will find this tip very helpful in being able to view your data and be able to analyze the entries using all of your dimension values.
This blog was originally posted on dynamics-discussion.com
