In this video, we look at building a report based on project financial dimensions using the excel data connector.

Some Concepts:

• Master data reporting through listpage views
• Export to excel vs Open in Excel
• Financial dimension configuration for OData connections
• Mediocre usage of text-to-columns in Excel
• Financial dimension and chart of accounts delimiter

Additional Resources:

• How to add financial dimensions column mapping in excel template
• Financial dimension configuration (MS)
• Expose financial dimensions to Excel integration in D365
• Add lookup values for financial dimensions to Excel templates (MS)
• Set financial dimension value using OData