Wednesday 29 September 2021

AX2012 /AX365 Filter the financial dimension for a security role

 One of the most common needs to restrict the user for specific financial dimension values

create a new query and add a table DimensionFinancialTag as the image below


browse the table to get the category 


after we get the category id to add range into the query as the first step like this



You should set the value as the expression below

((FinancialTagCategory==5637144577)&&(Value>="10000"))&&(Value<="19999"))


then create a new policy and assign the query to the policy and assign also the Security role as below


and make sure that to set the property of the contained table to yes 


and Happy Daxing 






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