Filter by financial dimensions in AX 2012
In this article, I'm going to show you how we can filet any form which has Financial as dimension. Like for instance on Items, Inventory transactions, Customers, Sales forecasts.
It was very easy in AX 2009 where we could add financial dimension to over view tab and get the filters work. Ware as in AX 2012 with advanced financial dimension structure it is not possible, but there are ways to do it.
One of the best way is to use out of box features.
i.e Advanced Filet option File--> Edit--> Filter--> Advanced filter/sort where we can see the filter criteria like Dimensions.CostCentre, Dimensions.Department, Dimensions.XXX.
Lets do a demo on Vend trans, so I want to apply filter on VendTrans based on Dimension Department and Purpose.
To do this Go to
1. Accounts payable/Common/Vendors/All vendors
2. Select a vendor and click on Transaction.
3. Now go to File--> Edit--> Filter--> Advanced filter/sort
4. Give the values for the filter and click ok.
This will work for all the forms where financial dimensions are used.
It was very easy in AX 2009 where we could add financial dimension to over view tab and get the filters work. Ware as in AX 2012 with advanced financial dimension structure it is not possible, but there are ways to do it.
One of the best way is to use out of box features.
i.e Advanced Filet option File--> Edit--> Filter--> Advanced filter/sort where we can see the filter criteria like Dimensions.CostCentre, Dimensions.Department, Dimensions.XXX.
Lets do a demo on Vend trans, so I want to apply filter on VendTrans based on Dimension Department and Purpose.
To do this Go to
1. Accounts payable/Common/Vendors/All vendors
2. Select a vendor and click on Transaction.
3. Now go to File--> Edit--> Filter--> Advanced filter/sort
4. Give the values for the filter and click ok.
This will work for all the forms where financial dimensions are used.
