Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Power BI, Fabric, SQL, and AI community-led event. March 31 - April 2. Use code MSCUST for a $150 discount. Prices go up Feb 11th.
Register todayThis browser is no longer supported.
Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.
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.
Note
This information is subject to change for each release, so be sure to check back frequently for the most up-to-date information.
In Visual Studio, open the project where you modified DimensionCombinationEntity or DimensionSetEntity.
Right-click DimensionCombinationEntity or DimensionSetEntity. Select Open.
Right click Relations. Select New and then click Relation.
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.
Right-click the Financial dimension name under Relations.
Select New, and then click Normal.
In the Properties pane, choose the name of the Financial dimension in the Field.
In the Related field, type Value. The new relation is similar to the following example.
DimensionCombinationEntity.DimensionIntegration.Department==DimAttributeOMDepartmentEntity.Value
Build the project and then synchronize it with the database.
Add lookup values for financial dimensions to Excel templates
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Power BI, Fabric, SQL, and AI community-led event. March 31 - April 2. Use code MSCUST for a $150 discount. Prices go up Feb 11th.
Register todayTraining
Module
Set up financial dimensions in Dynamics 365 Finance - Training
Learn the importance of financial dimensions and how to set them up in Dynamics 365 Finance for better tracking and analysis of financial data.
Certification
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate - Certifications
Analyze and translate financial business requirements into processes and solutions that implement industry recommended practices.