How to add a custom dimension to Financial dimensions in d365

 Here my requirement is to add a custom dimension to financial dimensions.

1.Create a Table

2. Create a View with the above table.

    Note : Name the datasource as BackingEntity
                Name the View fields as Key(Recid), value(EntityCode),Name(EntityName).

3. View Method.

public class DataAttributeDaxEntityTable extends common

{

        /// <summary>

    ///    /// </summary>

    /// <param name="_dimensionEnabledType"></param>

    [SubscribesTo(classStr(DimensionEnabledType), delegateStr(DimensionEnabledType, registerDimensionEnabledTypeIdentifiersDelegate))]

    public static void DimensionEnabledType_registerDimensionEnabledTypeIdentifiersDelegate(DimensionIEnabledType _dimensionEnabledType)

    {

        _dimensionEnabledType.registerViewIdentifier(tableStr(DataAttributeDaxEntityTable));

    }

}

4. General Ledger > Chart of Accounts > Dimension > Financial Dimensions.

    Note : To Activate the custom dimension the system should be in Maintenance mode.

    To Activate the Maintenance mode find the below Sql Query:

    Run the query in SSMS.

        update SQLSYSTEMVARIABLES SET VALUE = 1 where PARM = 'CONFIGURATIONMODE'

Restart the world wide Web publishing services.

After maintenance mode status becomes Active.

5.General Ledger > Chart of Accounts > Structures>Configure account structures

    click on Edit button>Add segement >EntityCode

    To Activate Account structures VM should be back to  normal mode.

        Run the query in SSMS.

        update SQLSYSTEMVARIABLES SET VALUE = 0 where PARM = 'CONFIGURATIONMODE'

Restart the World Wide Web Publishing Service to reset IIS.

    

To verirfy check the financial dimensions tab.

My requirement is to add a custom field in line level with the lookup of our custom table.

If i select the dimension in custom field it should merge the ledger dimension and update.

By modifying the entity code field it should update the account field entitycode dimension.

Code  :

internal final class DaxEntitycode_lookupEventHandler

{

        /// <summary>

    ///    /// </summary>

    /// <param name="sender"></param>

    /// <param name="e"></param>

    [FormControlEventHandler(formControlStr(LedgerJournalTransDaily, LedgerJournalTrans_EntityCode), FormControlEventType::Lookup)]

    public static void LedgerJournalTrans_EntityCode_OnLookup(FormControl sender, FormControlEventArgs e)

    {

        Query query = new Query();

        QueryBuildDataSource queryBuildDataSource;

        QueryBuildRange queryBuildRange;

        SysTableLookup sysTableLookup;

        sysTableLookup = SysTableLookup::newParameters(tableNum(DaxEntityTable),sender,true);

        sysTableLookup.addLookupField(fieldNum(DaxEntityTable,Code  ));

        sysTableLookup.addLookupField(fieldNum(DaxEntityTable, EntityName));

        queryBuildDataSource = query.addDataSource(tableNum(DaxEntityTable));

        sysTableLookup.parmQuery(query);

        sysTableLookup.performFormLookup();

    }

}

.......................................................................................

[ExtensionOf(tableStr(LedgerJournalTrans))]

final class DaxLedgerJournalTrans_Extension

{

    /// <summary>

    /// This method is used to modify the Entitycode field.

    /// </summary>

    /// <param name = "_fieldId">fieldId</param>

    public void modifiedField(fieldId _fieldId)

    {

        DimensionAttributeValueSetStorage   valueSetStorage = new DimensionAttributeValueSetStorage();

        LedgerJournalTrans  ledgerJournalTrans;

        RecId               dimension1,dimension2;

        DimensionAttribute      dimensionAttribute;

        DimensionAttributeValue dimensionAttributeValue;

          next modifiedField(_fieldId);

        switch(_fieldId)

        {

            case fieldnum(LedgerJournalTrans, EntityCode):

              if(this.EntityCode !="" && this.AccountType == LedgerJournalACType::Ledger)

                {

                    dimensionAttribute = dimensionAttribute::findByName("EntityCode");

                    dimensionAttributeValue = dimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute,this.EntityCode ,false,true);

                    valueSetStorage.addItem(dimensionAttributeValue);

                    dimension1  = valueSetStorage.save();

                    dimension2  = LedgerDimensionFacade::getDefaultDimensionFromLedgerDimension(this.LedgerDimension);

                    this.LedgerDimension    = LedgerDimensionFacade::serviceCreateLedgerDimension(LedgerDefaultAccountHelper::getDefaultAccountFromMainAccountRecId( LedgerDimensionFacade::getMainAccountRecIdFromLedgerDimension(this.LedgerDimension)), dimension1,dimension2);

                }

                break;

            default:

        }

    }

}

Reference blog :

https://viwekmsdynamics.wordpress.com/2016/11/28/set-financial-dimensions-by-x-code-in-ax-2012/