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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to find or link Sa...
Small and medium business | Business Central, N...
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How to find or link Sales and Cost data in Dynamics 365 BC for reporting

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Posted on by MA-08090702-0

Hi everyone,

I’m working on a Power BI report connected to Dynamics 365 Business Central, and I need to calculate Profit Margin.

The challenge I’m facing is:

  • I can’t find a single table that contains both Sales Amount and Cost Amount.
  • I also couldn’t identify two tables with a clear common field (like SO No, PO No. or Item No.) to create a reliable relationship.

Could someone please guide me on:

  • Which table(s) in BC should I use to get both Sales and Cost data?
  • If they are in separate tables, what’s the standard way to link them so I can calculate profit margin in Power BI?
 

    Thanks!

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 90,137 Super User 2025 Season 2 on at
    How to find or link Sales and Cost data in Dynamics 365 BC for reporting
    If you don't associate SO and PO (Special Order, Drop Shipment...), or if you don't use Item Tracking Lines (such as Lot No.), I don't think it will be possible to find the accurate associated data.
     
    Hope this can give you some hints.
    Thanks.
    ZHU
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 22,623 Most Valuable Professional on at
    How to find or link Sales and Cost data in Dynamics 365 BC for reporting
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,483 Super User 2025 Season 2 on at
    How to find or link Sales and Cost data in Dynamics 365 BC for reporting
    Moved from "Engage with the community" to the Dynamics 365 Business Central forum.

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