Filtering GL Transactions in SSRS and AX 2012

by | Updated August 15, 2016 | Development, Dynamics AX, Reporting

Recently I needed to create a report against GL transactions filtered on specific accounts, sites and cost centers.

At first glance I thought I’d need to start by going through the dreaded DimensionAttributeValueCombination table to the MainAccount table, in order to setup my query.

However, there is a MUCH easier way.

The GeneralJournalAccountEntry table has a field LedgerAccount that stores the same information.

 

 Sample Data:   Account – Site – Cost Center
Sample Data

1. Setup your query to access the GL tables:
Set up Query Access

2. Create a parameter in your contract class for the item you want to filter on:
create a parameter modify your query modify your query

3. Modify your query within your DP class, ProcessReport method:

modify your query

modify your query

 

This should get you well on your way to quickly filtering those GL transactions!

 

 

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