Working with Dimensions
Dimensions are values that categorize entries so you can track and analyze them on documents, such as sales orders. Dimensions can, for example, indicate the project or department an entry came from.
For example, instead of setting up separate general ledger accounts for each department and project, you can use dimensions as a basis for analysis and avoid having to create a complicated chart of accounts. For more information, see Business Intelligence.
Another example is to set up a dimension called Department, and use this dimension when you post sales documents. This will let you use business intelligence tools to see which department sold which items. The more dimensions you use, the more detailed reports you can base your business decisions on. For example, a single sales entry can include information from multiple dimensions, such as:
- The account the item sale was posted to
- Where the item was sold
- Who sold it
- The kind of customer who bought it
Analyzing by Dimensions
Dimensions play an important role in business intelligence, such as when defining analysis views. For more information, see Analyze Data by Dimensions.
Tip
A quick way to analyze transactional data by dimensions is to use the Set Dimension Filter action filter totals by dimensions in the chart of accounts and on pages for entries.
Dimension Sets
A dimension set is a unique combination of dimension values. It is stored as dimension set entries in the database. Each dimension set entry represents a single dimension value. The dimension set is identified by a common dimension set ID that is assigned to each dimension set entry that belongs to the dimension set.
When you create a journal line, document header, or document line, you can specify a combination of dimension values. Instead of explicitly storing each dimension value in the database, a dimension set ID is assigned to the journal line, document header, or document line to specify the dimension set.
Setting Up Dimensions
You can define the dimensions and dimension values to categorize journals and documents, such as sales orders and purchase orders. You set up dimensions on the Dimensions page, where you create one line for each dimension, such as Project, Department, Area, and Salesperson.
You also set up values for dimensions. For example, values might be departments in your company. Dimension values can be set up in a hierarchical structure similar to the chart of accounts, so that data can be broken down into various levels of granularity, and subsets of dimension values can be totaled. You can define as many dimensions and dimension values as you need, and everyone in your company can use them.
When dimensions and values are set up, you can define global and shortcut dimensions on the General Ledger Setup page that will always be available to select as fields on journal and document lines, and ledger entries, without having to open the Dimensions page first. For more information, see To set up global and shortcut dimensions.
- Global Dimensions are used as filters, for example, on reports, batch jobs, and XMLports. You can use only two global dimensions, so choose dimensions you will use often.
- Shortcut Dimensions are available as fields on journals, document lines, and ledger entries. You can create up to eight of these.
To set up default dimensions for customers, vendors, and other accounts
You can assign a default dimension for a specific account. The dimension will be copied to the journal or document when you enter the account number on a line, but you can delete or change the code on the line if appropriate. You can also make a dimension required for posting an entry with a specific type of account.
- Choose the
icon, enter Dimensions, and then choose the related link. - On the Dimensions page, select the relevant dimension, and then choose the Account Type Default Dim action.
- Fill in a line for each new default dimension that you want to set up. Hover over a field to read a short description.
Tip
If you want to make a dimension required but you do not want to assign a default value to the dimension, leave the Dimension Value Code field blank and then select Code Mandatory in the Value Posting field.
Warning
If an account is used in the Adjust Exchange Rates batch job or the Post Inventory Cost to G/L batch job, do not select Code Mandatory or Same Code. These batch jobs cannot use dimension codes.
Note
If an account must have a different dimension than the default dimension for the account type, you must set up a default dimension for this account. The default dimension for the account then replaces the default dimension for the account type.
To set up default dimension priorities
Different account types, such as a customer account and an item account, can have different default dimensions set up. As a result, an entry can have more than one default dimension proposed for a dimension. To avoid such conflicts, you can apply priority rules to the different sources.
- Choose the icon, enter Default Dimension Priorities, and then choose the related link.
- On the Default Dimension Priorities page, in the Source Code field, enter the source code for the entry table to which default dimension priorities will apply.
- Fill in a line for each default dimension priority that you want for the selected source code.
- Repeat the procedure for each source code for which you want to set up default dimension priorities.
Important
If you set up two tables with the same priority for the same source code, Business Central will always select the table with the lowest table ID.
To set up dimension combinations
To avoid posting entries with contradictory or irrelevant dimensions, you can block or limit specific combinations of two dimensions. A blocked dimension combination means that you cannot post both dimensions on the same entry regardless of what the dimension values are. A limited dimension combination lets you post both dimensions to the same entry, but only for certain combinations of dimension values.
Choose the
icon, enter Dimension Combinations, and then choose the related link.On the Dimension Combinations page, choose the field of the dimension combination and select one of the following options.
Field Description No limitation This dimension combination has no restrictions. All dimensions values are allowed. Limited This dimension combination has restrictions depending on which dimension values that you enter. You must define the limitations on the Dimension Value Combination page. Blocked This dimension combination is not allowed. If you selected the Limited option, you must define which combinations of dimension values are blocked. To do this, choose the field to define the dimension combination.
Now select a dimension value combination that is blocked and enter Blocked in the field. A blank field means that the dimension value combination is allowed. Repeat if multiple combinations are blocked.
Note
The same dimensions are displayed in both rows and columns and, therefore, all dimension combinations appear two times. Business Central automatically displays the setting in both fields. You cannot select anything in the fields from the upper-left corner and down, because these fields have the same dimension in both rows and columns.
The selected option is not visible before you exit the field.
To show the name of the dimensions instead of the code, select the Show Column Name field.
To set up global and shortcut dimensions
Global and shortcut dimensions can be used as filters in Business Central, including on reports, batch jobs, ledger entry pages, and analysis views. Global and shortcut dimensions are always available to be inserted directly without first opening the Dimensions page. On journal and document lines, you can select global and shortcut dimensions in a field on the line. You can set up two global dimensions and eight shortcut dimensions. Choose the dimensions that you use most frequently.
Important
Changing a global or shortcut dimension requires that all entries posted with the dimension are updated. To change a global dimension, use the Change Global Dimensions function, but it can be time-consuming and may affect performance and tables may be locked during the update. Therefore, choose your global and shortcut dimensions carefully so that you do not have to change them later. To change a shortcut dimension, use the Change Dimensions action.
For more information, see To change global dimensions.
Note
When you add or change a global or shortcut dimension, you are automatically signed out and back in so that the new value is prepared for use.
- Choose the icon, enter General Ledger Setup, and then choose the related link.
- On the Dimensions FastTab, fill in the fields. Hover over a field to read a short description.
To change global dimensions
When you change a global or shortcut dimension, all entries posted with the dimension in question are updated. Because this process may be time-consuming and can affect performance, two different modes are provided to adapt the process to the size of the database.
Choose the
icon, enter General Ledger Setup, and then choose the related link.Choose the Change Global Dimensions action.
At the top of the page, select one of the following options to define in which mode the batch job is run.
Option Description Sequential (Default) The change is done in one transaction that reverts all entries to the dimensions they had before the change.
This option is recommended if the company contains relatively few posted entries where it will take the shortest time to complete. The process locks multiple tables and blocks other users until it is done. Note that on large databases, the process may not be able to complete in this mode. In that case, use the Parallel option.Parallel The dimension change happens in multiple background sessions and the operation is split into multiple transactions. To use this option, turn on the Parallel Processing toggle.
We recommended this option for large databases or companies with many posted entries because it will take the shortest time to complete. Note that with this mode, the update process will not start if there are more than one active database sessions.In the Global Dimension 1 Code and/or Global Dimension 2 Code fields, enter the new dimension(s). The current dimensions are displayed in gray behind the fields.
Depending on the mode, do one of the following:
- In Sequential mode, choose the Start action.
- In Parallel mode, choose the Prepare action.
The Log Entries tab is filled with information about the dimensions that will be changed.
Sign out of Business Central, and then sign in again.
Choose the Start action to start the parallel processing of the dimension changes.
Example of Dimension Setup
Let's say that your company wants to track transactions based on organizational structure and geographic locations. To do that, you can set up two dimensions on the Dimensions page:
- AREA
- DEPARTMENT
| Code | Name | Code Caption | Filter Caption |
|---|---|---|---|
| AREA | Area | Area Code | Area Filter |
| DEPARTMENT | Department | Department Code | Department Filter |
For AREA, you add the following dimension values:
| Code | Name | Dimension Value Type |
|---|---|---|
| 10 | Americas | Begin-Total |
| 20 | North America | Standard |
| 30 | Pacific | Standard |
| 40 | South America | Standard |
| 50 | Americas, Total | End-Total |
| 60 | Europe | Begin-Total |
| 70 | EU | Standard |
| 80 | Non-EU | Standard |
| 90 | Europe, Total | End-Total |
For the two main geographic areas, Americas and Europe, you add subcategories for regions by indenting the dimension values. This will let you report on sales or expenses in regions, and get totals for the larger geographic areas. You could also choose to use countries or regions as your dimension values, or counties or cities, depending on your business.
Note
To set up a hierarchy, the codes must be in alphabetical order. This includes the codes of the dimension values that are provided in Business Central.
For DEPARTMENT, you add the following dimension values:
| Code | Name | Dimension Value Type |
|---|---|---|
| ADMIN | Administration | Standard |
| PROD | Production | Standard |
| SALES | Sales | Standard |
With this set up, you can add your two dimensions as the two global dimensions on the General Ledger Setup page. This means that you can use AREA and DEPARTMENT as filters for general ledger entries, as well as on all reports and account schedules. Both global dimensions are also automatically available for use on entry lines and document headers as shortcut dimensions.
Getting an Overview of Dimensions used Multiple Times
The Default Dimensions-Multiple page specifies how a group of accounts use dimensions and dimension values. You can do this by highlighting multiple accounts and then specifying default dimensions and dimension values for all the accounts you have highlighted in the account list. When you specify default dimensions for the highlighted accounts, application will suggest these dimensions and dimension values whenever one of these accounts is used, for example on a journal line. This makes entry posting easier for the user, as the dimension fields are filled in automatically. However, the dimension values that are suggested can be changed on, for example, a journal line.
The Default Dimensions-Multiple page contains the following fields:
| Field | Description |
|---|---|
| Dimension Code | Shows all dimensions that have been defined as default dimensions on one or more of the highlighted accounts. By choosing the field, you can see a list of all available dimensions. If you select a dimension, the selected dimension will be defined as a default dimension for all highlighted accounts. |
| Dimension Value Code | Shows either a single dimension value or the term (Conflict). If a dimension value is shown in the field, then all highlighted accounts have the same default dimension value for a dimension. If the term (Conflict) is shown in the field, then not all of the highlighted accounts have the same default dimension value for a dimension. By choosing the field, you can see a list of all available dimension values for a dimension. If you select a dimension value, the selected dimension value will be defined as a default dimension value for all highlighted accounts. |
| Value Posting | Shows either a single value posting rule or the term (Conflict). If a value posting rule is shown in the field, then all highlighted accounts have the same value posting rule for a dimension value. If the term (Conflict) is shown in the field, then not all of the highlighted accounts have the same value posting rule for a dimension value. By choosing the Value Posting field, you can see a list of value posting rules. If you select a value posting rule, it will be applied for all highlighted accounts. |
Using Dimensions
In a document such as a sales order, you can add dimension information for both an individual document line and the document itself. For example, on the Sales Order page, you can enter dimension values for the first two shortcut dimensions on the individual sales lines, and you can add more dimension information if you choose the Dimensions button.
If you work in a journal instead, you can add dimension information to an entry in the same way, if you have set up shortcut dimensions as fields directly on journal lines.
You can set up default dimensions for accounts or account types, so that dimensions and dimension values are filled in automatically.
To view global dimensions in ledger entry pages
Global dimensions are always company-defined and company-named. To see the global dimensions for your company, open the General Ledger Setup page.
In a ledger entry page, you can see whether there are global dimensions for the entries. The two global dimensions differ from the rest of your dimensions because you can use them as filters anywhere in Business Central.
- Choose the icon, enter Chart of Accounts, and then choose the related link.
- On the Chart of Accounts page, choose the Ledger Entries action.
- To see only the entries that are relevant, set one or more filters on the page.
- To see all the dimensions for an entry, select the entry, and then choose the Dimensions action.
Note
The Ledger Entry Dimensions page displays the dimensions for one ledger entry at a time. As you scroll through the ledger entries, the content on the Ledger Entry Dimensions page changes accordingly.
Troubleshooting Dimensions Errors
When you post documents or journal lines that contain dimensions, various errors may occur that are typically related to wrong dimension setup or assignment.
Note
In the following list of potential error messages, the %X codes are placeholders for the data variables that the actual message will contain in the UI depending on the context. For example, %1 %2 is blocked. could appear in the UI as "Dimension Code AREA is blocked.".
| Issue | Error Message | Possible Solution |
|---|---|---|
| Blocked dimension | %1 %2 is blocked. | -Find non-posted documents containing the dimension set with the blocked dimension and unblock it. -Remove the dimension set line for the blocked dimension. |
| Deleted dimension | %1 %2 can't be found. | -Restore the missing dimension. -Find non-posted documents containing the dimension set with the missing dimension and add it. -Remove the dimension set line for the missing dimension. |
| Blocked dimension value | %1 %2 - %3 is blocked. | -Find non-posted documents containing the dimension set with the blocked dimension value and unblock it. -Remove the dimension set line for the blocked dimension value. |
| Deleted dimension value | %1 for %2 is missing. | -Restore the missing dimension value. -Find non-posted documents containing the dimension set with the missing dimension value and add it. -Remove the dimension set line for the missing dimension value. |
| Disallowed dimension value | Dimension Value Type for %1 %2 - %3 must not be %4. | -Change the Dimension Value Type field on the Dimension Values page to Standard or Begin-Total. -Remove the dimension set line for the blocked dimension value. |
| Blocked dimension combination | Dimensions %1 and %2 can't be used concurrently. | -Find non-posted documents containing the dimension set with the blocked dimension combination and unblock it. -Modify one of the conflicting permission set line for the dimension combination. |
| Blocked dimension value Combination | Dimension combinations %1 - %2 and %3 - %4 can't be used concurrently. | -Find non-posted documents containing the dimension set with the blocked dimension value combination and unblock it. -Modify one of the conflicting permission set line for the dimension value combination. |
| Blank dimension value code for default dimension where the Value Posting field contains Code Mandatory | -Select a %1 for the %2 %3. -Select a %1 for the %2 %3 for %4 %5. |
-Change the Value Posting field on the Default Dimension page. -Enter a non-blank dimension value for the conflicting dimension in the dimension set. |
| Wrong dimension value code for default dimension where the Value Posting field contains Same Code | -Select %1 %2 for the %3 %4. -Select %1 %2 for the %3 %4 for %5 %6 |
-Change the Value Posting field on the Default Dimension page. -Enter the required dimension value for the conflicting dimension in the dimension set. |
| Non-blank dimension value code for blank default dimension where the Value Posting field contains Same Code | -%1 %2 must be blank. -%1 %2 must be blank for %3 %4. |
-Change the Value Posting field on the Default Dimension page. -Enter a blank dimension value code for the conflicting dimension in the dimension set. |
| Unexpected dimension value for default dimension where the Value Posting field contains No Code | -%1 %2 must not be mentioned. -%1 %2 must not be mentioned for %3 %4 |
-Change the Value Posting field on the Default Dimension page. -Remove the conflicting line from the dimension set. |
| A dimension correction does not complete correctly. | -Choose Reset to revert the correction to a draft state. This resets the changes, and you can run the correction again. |
Changing Dimension Assignments After Posting
If you discover that an incorrect dimension has been used on posted general ledger entries, you can correct the dimension values and update your analysis views. That will help keep your financial reports and analyses accurate.
Setting Up Dimension Corrections
There are two things to consider when setting up dimension corrections:
- Are there dimensions that you do not want to allow people to change? On the Dimension Correction Settings page, specify the dimensions that you want to block for changes.
- Who do you want to allow to change dimensions? To allow people to make changes, assign the D365 DIM CORRECTION permission to the users. The permissions allow them to create dimension corrections, run them, and undo them if needed. They'll also be able to specify blocked dimensions. For more information, see Assign Permissions to Users and Groups.
Correcting a Dimension
You can manually select one or more general ledger entries, or use filters to select sets of entries. If needed, you can also add or delete dimensions.
- To start a dimension correction, use one the following pages:
- On the GL/Register page, by selecting a register, and then choosing the Correct Dimensions action. This starts a correction for the entries in the selected register.
- On the General Ledger Entries page, by choosing the Dimension Correction action.
- In the Description field, enter information about the change. Other people might use this information later to understand what was done.
- On the Selected Ledger Entries FastTab, choose the relevant entries.
Important
When you change a selection, the values on the Dimension Correction Changes FastTab are reset. Therefore, always select the entries before you specify dimension value changes.
The following table describes the options.
| Option | Description |
|---|---|
| Add Related Entries | Add G/L entries that are in the same G/L register. |
| Add by Filter | Use filter criteria when adding G/L entries. |
| Manual Selection | Select specific G/L entries. |
| Add by Dimensions | Filter G/L entries by dimensions. |
| Remove Entries | Deselect G/L entries. |
| Manage Selection Criteria | Keep track of the selection process, and undo selections if needed. |
- On the Dimension Correction Changes FastTab, choose the dimension that you want to change in the Dimension Code field, and the new value in the New Dimension Value Code field.
- To validate that the correction, choose Validate Dimension Changes. For more information, see Validating Dimension Corrections.
- Choose Run.
Validating Dimension Corrections
Before you run a correction, it's a good idea to validate it first. Validation checks for restrictions on value posting for the G/L accounts, restrictions for dimensions, and whether the dimension values are blocked. During validation, the status of the correction is set to Validation in Process. After you validate a correction, the result is shown in the Validation Status field. If errors were found, you can use the View Errors action to investigate them. After you correct an error, you must use the Reopen action to run the correction or a new validation.
You can either run a correction immediately, or schedule it to run a later time. If you are running corrections on a large data set, we recommend that you schedule it to run outside business hours. For more information, see Dimension Corrections on Large Data Sets.
Undoing a Correction
After you correct a dimension, if you don't like what you see you can use the Undo action to reset the previous value. However, you can only undo the most recent correction. Before you undo a correction, you can validate the changes that the undo will make. For example, this is useful if dimension restrictions have changed after the correction was made.
If the Undo action is not available, for example because you have made many corrections, you can use the Copy to Draft action to start a new correction for the same entries.
Dimension Corrections on Large Data Sets
Use caution when correcting large sets of entries, for example, sets that include more than 10,000 entries. If you can, we recommend that you use the filters to run the corrections on smaller sets of data. It's also a good idea to run corrections outside the normal business hours.
Using Analysis Views with Dimension Corrections
If Update on Posting is enabled for an analysis view, Business Central can the view when documents and journals are posted. You can also update views with this setting enabled with results of dimension corrections. To do so, turn on the Update Analysis Views toggle. Updating analysis views can impact performance, especially for large data sets, so we recommend that you update analysis views only for small data sets.
Viewing Historical Dimension Corrections
If a general ledger entry has been corrected, you can investigate the change by using the History of Dimension Corrections action.
Handling Incomplete Corrections
If a correction does not complete, a warning will display on the correction card. If that happens, you can use the Reset action to revert the correction to a draft status and undo the changes. You can then run the correction again.
Note
Resetting an incomplete correction will not affect updates to analysis views because those happen at the end of the correction process.
Using Cost Accounting with Corrected G/L Entries
After you correct dimensions your data for cost accounting will be out of sync. Cost accounting uses dimensions to aggregate amounts for cost centers and cost objects, and to run cost allocations. Changing dimensions for G/L entries will probably mean that you re-run your cost accounting models. Whether you need to just delete a few cost registers and re-run allocations, or you need to delete everything and re-run all of your models depends on the data that has been updated and how your cost accounting capabilities are set up. Identifing where dimension corrections will impact cost accounting and where updates are needed is a manual process. Business Central does not currently provide an automated way to do that.
See Related Training at Microsoft Learn
See Also
Business Intelligence
Finance
Analyze Data by Dimensions
Working with Business Central
Note
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