How To

Sorting Financial Dimensions - Technical and Functional

Some may be interested in their financial dimensions being sorted in a particular way while others may not care. Below we have two potential solutions for displaying financial dimensions in a specific way.

AX Number Sequence Consumption Follow Up

As a follow up to this article, a quick and easy way to find number sequences that have been exhausted is to do the following:

AX Number Sequence Consumption

Standard AX doesn't give you much in terms of reporting around number seqeunces and their consumption. The query below will provide some basic info and can easily be modified to find number sequences that aren't set to preallocate.

Creating Your Own Custom Favorites

1. In AX 2012, on the Accounts receivables area page, right-click on All sales orders (Accounts receivables > Common > Customers > All Customers). 
2. From the context menu, click Add to Favorites.  

Implementing Your Default Dimensions View

This post contains a DefaultDimension view just for Contoso. This is how to create it just for your financial dimensions. Typically Financial Dimensions on things like customers or vendors are there for reporting purpose. Things like channel, region and site are some examples but with the ability to create custom financial dimensions and dimension structures, the sky is the limit.

Implementing Your Ledger Transactions with split out Financial Dimensions view

This post goes over how to create a view for AX 2012 with your various financial dimension split out into columns so you can easily report on those various values. Now if someone asks for all ledger transactions against financial dimension Site, you can do that with one simple select statement in SQL.

Implementing Ledger Dimensions Flattened View for your Financial Dimensions

This post outlines the Ledger Dimensions Flattened for easier consumption for Contoso. This view needs to be created for a specific set of financial dimensions and updated whenever a new financial dimension is added. This is one way to get financial dimensions into columns so you can filter and report more fluidly and quickly. First, let's start with the base view.

Implementing Your Ledger Split Dimension Entity

This post contains a view for Contoso that does something that is very important if you want to do some SQL reporting where you have to filter on some financial dimension. I frequently get asked to show me x type of transactions just for BusinessUnit 22 or store 089 or site 13 and so on and so on. The easiest way to filter on this to split the DisplayValue string into its various parts based on your ledger account delimiter.

AX 2012 Simple Reporting Database

Creating a database to hold simple but powerful reporting shortcuts can help provide data on demand to executives and department heads when a unique or surprising issue arises. There are lots of BI and reporting products out there for AX but this will just cover setting up something very simple to (hopefully) make life a little easier for your DBA's, Developers or report writers. First, lets talk about why someone would do this. You could build (or buy) a data warehouse where everything has a place and everything is in its place.

AX 2012 Financial Reporting, simplified

The changes from 2009 to 2012 as it related to financials are fairly comprehensive and those of us who have made that transition have at least one point in time said "I miss LedgerTrans". It was simple. All the stuff I could want was right there and easy to consume. I have found a way to get back to a (slightly) more simple financial reporting time with some views. Since these are views, we are sacrificing performance for ease of use but in SQL 2012 or 2014, you can make them indexed views so its not terrible; not great but still not terrible.