Have you noticed that the ability to grid-filter on account and dimension is missing in AX2012? Plus if you copy the data out into Excel it’s now all in one field (so you cannot readily filter there either) . If so, this workaround is going to be of use to you.
Filtering in the new transaction / voucher inquiry form requires the extended filter (CTRL+ F3)
Next I want to see all records posted to Location = 01 and Operating unit (department) = OU_2310
PS: If you get an incorrect result the first time please clear your usage data…
The other solution is to use Excel and to “unconcatenate” the field containing the main account and segment combination. The function is called text to columns.
Here is an example:
1. From AX transaction screen copy and paste into Excel (3 dimensions plus account, second dimension empty):
2. Now insert 3 columns for the dimensions to the right of the ledger account column (we use three dimensions in this example):
3. Highlight the Ledger account column, then go to Data toolbar and select Text to columns:
4. Click finish.
Result: Filterable data!!! YEH!