Add dimensions to Excel templates

This article provides information about dimensions, dimensions that have entities, and the dimension controls that are available.

The only value that is present on Microsoft Excel templates after installation is the MainAccount. This is the only dimension that all customers will have. To add the dimensions to Microsoft Excel templates you need to complete the following steps:

1. Add dimensions to the DimensionCombinationEntity or the DimensionSet entity.
2. Add the dimensions to each template where you want dimensions in separate columns. For more information, see Create Open in Excel experiences.
3. Add the capability to look up financial dimension values in Excel.
4. Publish the template.

This article shows how to modify DimensionCombinationEntity to enable the dimensions in columns for Excel. The same steps can be used to modify the DimensionSet entity.

Add dimensions to Dynamics 365 Finance

Modifying the DimensionCombinationEntity has been greatly simplified with the release of the Add financial dimensions for OData Addin in Visual Studio.

1. In Microsoft Visual Studio, click Dynamics 365 > Addins > Add financial dimensions for Odata.

2. Type the name of the Financial dimension in the Dimension name column. This should be the exact name of the financial dimension. Select the Model that has your extensions. It should be above the AppSuite layer. Click Apply.

   .

3. Compile the project, and then synchronize it with the database.

   Note

   You must keep the extension name "DimensionIntegration" for the project to work properly.

   

4. Your customization is now completed. You can test it in SQL using the following statement.

   select * from DIMENSIONCOMBINATIONENTITY 
   

Additional resources

Migrate default dimensions controls to Dimension Entry controls

Uptake of Dimension Entry controls

Extensibility home page