Add lookup values for financial dimensions to Excel templates

This article provides information about how you can add the ability to look up dimension values in Microsoft Excel templates.

The only value that is present on Microsoft Excel templates after installation is MainAccount. This is the only dimension that all customers will have. To add the dimensions to Microsoft Excel templates, you need to complete the steps in the Add dimensions to Excel templates article. After you have added the dimensions, if you want the ability to look up a list of dimension values, complete the steps in this article.


This information is subject to change for each release, so be sure to check back frequently for the most up-to-date information.

  1. In Visual Studio, open the project where you modified DimensionCombinationEntity or DimensionSetEntity.

  2. Right-click DimensionCombinationEntity or DimensionSetEntity. Select Open.

  3. Right click Relations. Select New and then click Relation.

  4. In the Properties pane, set the following properties.

    • Validate - No

    • Cardinality - ZeroMore

    • Name - Enter the name of the financial dimension, such as Department.

    • Related Data Entity - Select the entity for the financial dimension that you entered in the Name field. The following table contains a list of the financial dimensions and the related entities.

      Financial dimension 'Use values from' Related entity
      < Custom dimension > DimAttributeFinancialTagEntity
      Agreements DimAttributeAgreementHeaderExt_RUEntity
      Bank accounts DimAttributeBankAccountTableEntity
      BusinessUnits DimAttributeOMBusinessUnitEntity
      Campaigns DimAttributeSmmCampaignTableEntity
      Cash accounts DimAttributeRCashTable_RUEntity
      Cost centers DimAttributeOMCostCenterEntity
      Customer groups DimAttributeCustGroupEntity
      Customers DimAttributeCustTableEntity
      Deferrals DimAttributeRDeferralsTable_RUEntity
      Departments DimAttributeOMDepartmentEntity
      Expense and income codes DimAttributeRTax25ProfitTable_RUEntity
      Expense Purposes DimAttributeTrvTravelTxtEntity
      Fiscal establishments DimAttributeFiscalEstablishment_BREntity
      Fixed asset groups DimAttributeAssetGroupEntity
      Fixed assets DimAttributeAssetTableEntity
      Fixed assets (Russia) DimAttributeRAssetTable_RUEntity
      Funds DimAttributeLedgerFund_PSN
      Item groups DimAttributeInventItemGroupEntity
      Items DimAttributeInventTableEntity
      Jobs DimAttributeHcmJobEntity
      Legal entities DimAttributeCompanyInfoEntity
      POS registers DimAttributeRetailTerminalEntity
      Positions DimAttributeHcmPositionEntity
      Project contracts DimAttributeProjInvoiceTableEntity
      Project groups DimAttributeProjGroupEntity
      Projects DimAttributeProjTableEntity
      Prospects DimAttributeSmmBusRelTableEntity
      Resource groups DimAttributeWrkCtrResourceGroupEntity
      Resources DimAttributeWrkCtrTableEntity
      Stores DimAttributeRetailStoreEntity
      Value streams DimAttributeOMValueStreamEntity
      Vendor groups DimAttributeVendGroupEntity
      Vendors DimAttributeVendTableEntity
      Workers DimAttributeHcmWorkerEntity
    • Related Data Entity Cardinality - ZeroOne

    • Related Data Entity Role - Enter a unique name, such as "Dimension Department Lookup".

    • Relationship Type - Association

    • Role - Enter a unique name, such as Dimension Department.

  5. Right-click the Financial dimension name under Relations.

  6. Select New, and then click Normal.

  7. In the Properties pane, choose the name of the Financial dimension in the Field.

  8. In the Related field, type Value. The new relation is similar to the following example.


    Relation properties in Visual Studio.

  9. Build the project and then synchronize it with the database.

Additional resources

Add lookup values for financial dimensions to Excel templates

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