The Analysis View tool in Dynamics 365 Business Central can help users get detailed reports on dimensions. Typically, in reports such as trial balance and aged reports, we only have the option to filter based on a single dimension value, and it will not show the numbers based on all the dimension values.
This article will show you how to set up and use analysis view – which will allow you to filter based on multiple dimensions – along with the analysis dimension fields required to customize your analysis view.
Set Up Analysis View
Begin by searching for “Analysis View” in Business Central and navigate to the Analysis Views window.
Once you are in Analysis Views, click “New” in the top menu bar:
A new window, the Analysis View Card, will open.
In this window, fill in the necessary details as required. Below is an example highlighting the most important fields, this includes the Code, Name, Account Source, Date Compression, Starting Date, as well as the Dimensions:
Note that it is especially important to include the correct Date Compression and Starting Date.
In the Dimenions section, specify the dimensions you wish to see in your Analysis View report.
Once you have entered all of the required information, navigate back to the Analysis Views screen and click “Update” on the top menu bar. Once the view has been updated, we can see the current date in the “Last Date Modified” column.
Next, click on “Analysis by Dimensions” in the top menu bar once your Analysis View has been updated (in this example our Code is “Test”).
Analysis by Dimensions
In the “Analysis by Dimensions” window, specify the date and account filters accordingly. If we want to see all posted dates for each GL account, leave these fields empty.
You can also specify dimensions for the report. For example, in the Area Filter tab, you can specify the area dimension values that you would like to see in your report.
Similar to the GL Account and Date filters, if I want my report to show all the values, leave all of the dimension filters blank.
Further down the Analysis by Dimenions window, you can select your matrix options. Here, you can select “View by” and “View as”.
Once all the required information has been entered, click on “Show Matrix” on the top menu bar then select “Export to Excel”.
Open the downloaded Excel file and click on the second tab “Data_TEST” to view the detailed information on Dimensions.
In this example file, we can see that, based on our Analysis view filter, Business Central has exported a detailed report on General Entries which have been categorized by all the dimension value combinations based on day/week/month/year.
Read more foundational information about how to use dimensions in reporting for Dynamics 365 Business Central.
To learn more about your Business Central environment, contact us, we would love to help.
Webinar - Dimensions in Dynamics 365 Business Central
In this webinar, we’ll start with the basics of the concept and the different types of dimensions, then we’ll cover how to best set up your dimensions and use them for insights in reports.
9:00 am – 9:30 am PST
Webinar - Dimensions in D365 Business Central
9:00 am – 9:30 am PST