Microsoft dynamics AX : Adding Drill down in Trial Balance Report

At times there is a requirement where user wants to see the drill down option (like tree node) . Like users wants to see the customer transactions or vendor transaction or some service users wants to see the sales data based on region or specific date. Similarly I am taking an example of existing Trial balance report where i will add the drill down option for the dimension set.

Lets open the trial balance report : navigation – GL > Reports > Detailed trial Balance

Scenario: User wants to see the drill down option for the “Primary financial dimension set’ option.As below in highlighted.

TrialBlnce - 1

So here is the work around.

TriaBalance - 2

 

The highlighted is selected which is for the main account to be shown which is under the group of ‘PrimaryFocus_0’ which is our primary financial dimension set group.

So ¬†checked the ‘Hide’ property and mark the ‘Display can be toggled by this report item’ and set the value to ‘PrimaryFocus’ which is our group name ‘field’ and finally deploy it.

TrialBalance - 3

The result look like this below

TrialBalance - 4

 

TrialBalance - 5

 

 

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s