We’ll continue our series on dimensions in Dynamics 365 Business Central by reviewing how to set up and assign your global and shortcut dimensions.
Set Up Dimensions
Examples of dimensions in an engine manufacturer
- Division: Automotive, Marine, Aircraft, Industrial
- Item Class: Engine Blocks, Transmissions, Resale
- Department: Finance, Sales, Operations, Repair
Navigate to the Global Search in the top right-hand corner of your screen by clicking the search icon ; then search for the Dimensions page. Click on the + New button to create a new dimension set. Assign a code and a name. A code description and filter description can be added once the code is assigned. The created dimension set should reflect the Branch and CustomerGroup options in the screenshot below.
Dimension set values must be assigned after you’ve created the dimension set. To set the values, highlight the row and click on Dimension Values in the action ribbon. Key in all possible values for this dimension set. For the “CustomerGroup” example, there are three customer groups that can be assigned. If totaling certain dimensions is necessary, e.g., several customer groups roll up into a larger grouping, then that can be accomplished by setting the dimension value types and indenting where appropriate.
Tip: Use the Edit In Excel button to leverage the Business Central Excel add-in, which allows you to bulk import data—specifically dimension values in this example.
Assign Global & Shortcut Dimensions
Navigate to the Global Search in the top right-hand corner of your screen by clicking the search icon ; then search for the General Ledger Setup page. Select the Actions drop-down menu and choose the Change Global Dimensions functions.
Set Global Dimension 1 and 2 and click the Start action to commit the change. Shortcut dimensions can be selected back on the General Ledger Setup page under the Dimensions section. You’ll have to select the “Show More” option to make the selection drop-downs visible. You’ll notice Shortcut Dimension 1 and 2 can’t be edited and default from the global dimensions.