Export (0) Print
Expand All

Set up financial dimensions for integrating applications (Excel and Management Reporter) [AX 2012]

Updated: March 7, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This topic explains how to specify the financial dimensions that are available in lookups in Microsoft Excel when you use Office Add-ins for Microsoft Dynamics AX, and the order in which financial dimensions are displayed in Management Reporter for Microsoft Dynamics ERP. You might use this functionality to bring financial dimensions into a budget planning worksheet in Excel, or to develop financial statements in Management Reporter.

This procedure describes functionality that is available in Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Setup

Set up financial dimensions and financial dimension values. For more information, see the following topics:

Use this procedure to specify the financial dimensions that are available in lookups in Office Add-ins for Microsoft Dynamics AX. For more information, see Using the Microsoft Dynamics AX Add-in for Excel.

To set up financial dimension attributes for Office Add-ins, follow these steps:

  1. Click General ledger > Setup > Financial dimensions > Financial dimension configuration for integrating applications.

  2. In the Office Add-ins area, select the financial dimensions that can be used as document data sources in applications such as Microsoft Excel.

    The dimensions that you select will be available in lookups in Excel, as long as the financial dimensions are active. A financial dimension is active if the Microsoft Dynamics AX system date is in the range that is indicated by the Active from and Active to fields in the Financial dimension values form. If the financial dimension is inactive, it is not displayed in lookups in Excel.

  3. Click Close. A custom query is created, and a custom document data source is created and activated, for each financial dimension that you selected. If a query that has the default query name already exists for a financial dimension, a message is displayed, and you can enter a unique name for the query.

  4. Optional: Verify that the document data sources were created. Click Organization administration > Setup > Document management > Document data sources.

Use this procedure to specify the order in which financial dimensions are displayed in Management Reporter. For more information about Management Reporter, see Management Reporter for Microsoft Dynamics ERP.

To set up financial dimension attributes for Management Reporter, follow these steps:

  1. Click General ledger > Setup > Financial dimensions > Financial dimension configuration for integrating applications.

  2. In the Management Reporter area, arrange the dimension attributes in the order they should be displayed in Management Reporter.

    If new financial dimensions are added after you specify the order in this form, the dimensions are added to the end of the list by default. If dimensions are removed from Microsoft Dynamics AX, they are removed from the list in Management Reporter.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

No configuration key is required for this task.

Security roles and privileges

To set up financial dimensions for integrating applications, you must be a member of a security role that includes the following privileges:

  • Maintain document handling (DocumentHandlingMaintain)

  • View financial dimensions (DimensionDetailsView


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft