Filtering GL Transactions in SSRS and AX 2012

By Nicole Gentz | January 16, 2015

Filtering gl transactions in ssrs and ax 2012

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!

 

 

Related Posts

Recommended Reading:

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article
4.28.22 Dynamics GP

Uncommonly Used Features – Integrate Purchasing and Payables to Fixed Assets in Dynamics GP

Being able to integrate Purchasing and Payables to Fixed Assets in Dynamics GP will help you create visibility for your […]

Read the Article

New Features in the Dynamics 365 Business Central 2022 Wave 1 Release – Ease-of-Use Features

  There are many new features in the Dynamics 365 Business Central 2022 Wave 1 Release to get excited about! […]

Read the Article

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