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Adding Dimensions to Columns in Financial Reports

Did you know that it is possible to create statements with financial dimensions expressed in different columns?

I recently discovered this interesting feature of Microsoft Dynamics AX while I was trying to help a customer with financial reporting focused on different financial dimensions. In our situation, the client is a medical institution with multiple clinicians on staff. The client needed statements calculated per each clinician so they can compare financial results during certain periods of time. For this client, Clinicians are custom made financial dimensions.

As in every other statement, the date intervals and raw definition have to be defined prior to creating the statement. Once defined, we have to generate financial statements and define their basic structures (General ledger>Setup>Financial statement>Financial statement). In the upper pane of the screenshot below, you can see that we give the statement a name and description - and then we can connect it to primary and secondary dimension sets (in this example, we only used primary dimension sets).

In the lower part of the screen, we can create columns that are going to show up on the statement we print out. In this client case, we set the account number in the first column and the account definition in the secondary column. Now, in our next three columns (or more), we can add our clinicians (or dimensions). For each of those columns we choose “current” as “Column type” and setup desired time intervals in “setup” tab.

After the statement structure is created and the columns that will present dimension data are defined, we can go ahead and add dimensions to them (General ledger>Reports>Transactions>Financial statement). The first tab is “Financial statement” tab, and under “Identification” we chose the financial statement we created before, and add to it the dimension set and row definition.

Under the “columns” tab we choose one of the columns we setup before (in General ledger>Setup>Financial statement>Financial statement). Click on the "Select" button in the upper right corner.

A new window will open. The upper pane is a graphical representation of tables and their connections. In lower pane we can add the desired dimensions to the chosen column (in our case that was one of clinicians). First we have to pick the “Field” (custom made dimension - Clinician) and then the “Criteria” (desired clinician to be represented in that column).

This is a great feature to compare and review different dimensions and it can be a great resource when creating complex financial reports.


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