Financial dimensions in query reports - Web viewIn the filters node in auto design, right-click on...

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Transcript of Financial dimensions in query reports - Web viewIn the filters node in auto design, right-click on...

Page 1: Financial dimensions in query reports - Web viewIn the filters node in auto design, right-click on the Filters node and click on theAdd Filter option. In the new filter set the following

Financial dimensions in query reports1. Create a new query and add the LedgerJournalTrans table. Set the Dynamic field property to Yes.

2. In Visual Studio,Create a new report and add a dataset.

3. In the query property, Select the query that was created and check the journalNum, Txt, and LedgerDimension_String fields.

4. Expand the AXDimensions node. This shows all the applicable dimensions for this query. Select CostCenter, Department and click on Ok.

5. Drag the dataset to the auto design node to create the design. Previewing the report shows all the ledgerjournaltrans records with the Costcenter and Department dimensions.

6. To add a filter based on this dimension, implement the following steps: a. Create a new parameter under the parameters node of string type. b. Click on the ellipsis button on the Values property and select the From Dataset radio button, followed by setting the following field values:

Property Value Dataset LedgerDimensi

on Value Field Department Label Field Department

7. Step 6 will help the user to choose the value that he wants to filter. This filter valuemust be passed on to the query so that the data is filtered. The easiest way to dothis is to create a filter, in the table data region.

8. In the filters node in auto design, right-click on the Filters node and click on theAdd Filter option. In the new filter set the following properties:

Property Value Expression =Fields!Department.Value Name DepartmentFilter Operator Equals Value =Parameters!

DepartmentParameter.Value

Page 2: Financial dimensions in query reports - Web viewIn the filters node in auto design, right-click on the Filters node and click on theAdd Filter option. In the new filter set the following

9. The filter region restricts the data that shown in the auto design. So when the reportis previewed, the report shows only the dimension selected by the user: