Setup step on the Financial dimension sets page · General ledger

Set up Financial dimension sets

Used to create and manage dimension sets and their balances, including creating, updating, rebuilding, and clearing balances.

Used by: Accountant, Accounting manager, Accounting supervisor and 9 more roles
Business process: View the online trial balance in Dynamics 365 Finance
Menu item: DimensionFocusTable
Main table: DimensionHierarchy
Data entity: DimensionHierarchyBaseEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	An ordered list of financial dimensions used to summarize General ledger data in a user-defined way.
What you do here	Used to create and manage dimension sets and their balances, including creating, updating, rebuilding, and clearing balances.
Example	Define a dimension set to use for a trial balance.

Financial dimension sets page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Analyze financial performance › Audit financial results › View the online trial balance in Dynamics 365 Finance
Menu path	General ledger › Chart of accounts › Dimensions › Financial dimension sets
Set up first	Financial dimensions Microsoft Learn ↗
Used next by	Trial balance Microsoft Learn ↗
Related pages	—
In this process	—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Financial dimension sets1 screen

Used to create and manage dimension sets and their balances, including creating, updating, rebuilding, and clearing balances.

Screen 1
Create the financial dimension set
Go to General ledger > Chart of accounts > Dimensions > Financial dimension sets
1. Select New
2. Enter the dimension set code and name
3. Move MainAccount to the selected financial dimensions with the arrow
1Financial dimension set Main account set
2Name Main account set
3Selected financial dimension MainAccount
Show the full screen
page title tab to open what to set or check

1Financial dimension set	Main account set
2Name	Main account set
3Selected financial dimension	MainAccount

Microsoft's steps

Go to General ledger > Chart of accounts > Dimensions > Financial dimension sets.
Create a new dimension set.
Move the dimensions you need from the Available financial dimensions list to the Selected financial dimensions list with the right arrow, up to eleven.
Select Create balances to start balances for the set.
Select Update balances to bring in the latest postings, or set up a recurring batch job to do it.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Selected financial dimensions	The dimensions that make up the set, in order; up to eleven can be chosen.Microsoft Learn ↗	—	—
Create balances	Starts summarized balances for a set that has none yet.Microsoft Learn ↗	—	—
Update balances	Adds the general ledger postings made since the last update to the set's balances.Microsoft Learn ↗	—	—
Rebuild balances	Recreates the balances from scratch; heavy processing that is only needed when balances look wrong.Microsoft Learn ↗	—	—
Clear balances	Removes the balances and stops further updates for the set.Microsoft Learn ↗	—	—
Financial dimension set	—	Main account set	—
Name	—	Main account set	`Description`
Selected financial dimension	—	MainAccount	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Financial dimension sets	—	—

Solution architect

5Design impact

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	The dimensions in a set can be changed at any time, but if the set already has balances they must be cleared and rebuilt afterwards, or the trial balance can show duplicate rows. Every set with balances also adds work to all general ledger posting. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`DimensionFocusTable` Checked in Dynamics 365
Form	`DimensionFocus` Checked in Dynamics 365
Table	`DimensionHierarchy`Shown as “Dimension set” in Record infoChecked in Dynamics 365
Data entities	`DimensionHierarchyBaseEntity`The DimensionHierarchyBaseEntity is the base entity for all entities based on the DimensionHierarchy table. Microsoft data model ↗`DimensionIntegrationFormatEntity`Financial dimension format Microsoft data model ↗`FinancialDimensionSetEntity`Financial dimension sets Microsoft data model ↗
Who can open it	PrivilegesDimensionFocusTableMaintain `DimensionFocusTableMaintain`DimensionFocusTableView `DimensionFocusTableView`DutiesMaintain budget planning configuration and processes `BudgetPlanningConfigProcessMaintain`View budget planning configuration and processes `BudgetPlanningConfigProcessView`Maintain dimensions master `DimensionsMaintain`View dimensions master `DimensionsView`Maintain chart of accounts master `LedgerChartOfAccountsMaintain` 12 security roles Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager`Chief executive officer `CompanyChiefExecutiveOfficer`Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Manager `HcmManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Buttons: Rebuild balances, Update balances, Clear balances, UnlockChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=DimensionFocusTable`
Integrate with	`DimensionHierarchyBaseEntity` data entity Microsoft data model ↗
Table definition	`DimensionHierarchy` columns and relations Microsoft data model ↗