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ReportGood morning,
why are Dimension columns not exported to Excel with Microsoft Excel Dynamics Add-in installed?
Thank you!
Andrea
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Good morning,
why are Dimension columns not exported to Excel with Microsoft Excel Dynamics Add-in installed?
Thank you!
Andrea
no "associations"...we're talking journal entries coded to sub-departments or projects or promotions without a specific SKU...general costs of a project, etc.
To blithely think that we're going to keep an off-the-books (literally) spreadsheet of transactions is ludicrous, especially at our volume.
Hi Raokman,
If the classification values are static (i.e. linked to master records and not transactions) you could either add the necessary fields to NAV (pretty small change) and have them carried through to BI or you could also just use an outside data source to read those associations. I assume there must be some place where you do keep track of the classifications (Excel spreadsheet or Access db?).
[quote user="cnicola"]
Also, since you mention changing companies, it seems your data is in multiple companies. To put all that data together (and bring all the keyholes and corridors together) you should just invest in a BI solution. Especially if G/L is your focus any of the products would give you 90%+ out of the box.
Hi Andrea,
Of course, you may customize to add 6 flow fields to the table "G/L Entry" to bring in the Dimensions by relating the Dimension Set ID with the Dimension Set Entry table and display those fields on the page. Once they are on the page, the excel export will take care of exporting.
NOTE: The flow fields will affect the performance especially in the G/L Entries.
Hi Mahesh,
isn't it possible to customize by adding new fields/columns reporting the values of the Dimensions? (From the third one until the 8th)
Thanks.
Hi,
we are using 6 dimensions (2 globals + 4 linked).
Screen is standard.
The thing I do not understand is why without the addon the list is exported without problems... Is it because with the addon table and Excel file are linked together (maybe I'm answering myself)?
Thank you.
Hi Andrea,
The Global Dimension 1 and 2 will be exported. Other Dimensions are not stored in the General Ledger Entries, so those cannot be exported using the standard addon, you need to customize either a report or dataport.
Hi Raokman,
The processing power for dimensions depends on a lot of variables. It is way better in 2013 and up ... Also, depends on the number of users and the number of transactions you per x period of time.
But ultimately NAV can handle a lot properly tuned (if maybe not out of the box). So if you really needed the dimensions for your analysis then you should do it and then figure if there is locking or a performance hit.
Also, since you mention changing companies, it seems your data is in multiple companies. To put all that data together (and bring all the keyholes and corridors together) you should just invest in a BI solution. Especially if G/L is your focus any of the products would give you 90%+ out of the box.
I don't know about his requirements, but we USED to be able to get:
Consolidated Company
Corporation
Location
Department
Sub-department
Account
Sub-account (aka project code aka promotional campaign...)
For EVERY transaction.
Needless to say, not anymore.
Made it tremendously easy to see results overall, and drilldown on those results easily.
Now? Change companies, navigate to whatever you're looking for, change company again...and nevermind project accounting or sub-department level reporting.
I always feel like I'm looking through a corridor of keyholes to see what is happening.
Is it really so costly in processing power to have extra dimensions?
Hi Andrea,
I think terminology can be deceiving. How many dimensions do you use in your company? The 2 global ones or more than 2? If the latter are you expecting to see the other ones (after 1 and 2) come out to Excel as well?
If you see the dimension values on the screen is that a standard screen or maybe customized by your partner?
Regards,
Cristi Nicola
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