Filtering GL Transactions in SSRS and AX 2012

By Nicole Gentz | January 16, 2015

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!

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X