web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

inventory overview

(0) ShareShare
ReportReport
Posted on by 350

I want to create an overview for all items, like this (image below), either in PowerBI, in XLS or directly in BC.

Periods adjustable, or from today, 10M+ into the future.

nice to have: filters for location, etc.

How should I approach this? 

pastedimage1614099852312v1.png

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hello,

    Out of the box, there is nothing that will create the image above. Yes, you can create a report (extension). I would say using Power BI or Jet Reports will pull and create the information easily. I am attaching a Jet report example but you'll need to modify to meet the report columns you want. It gives you an idea.

    Hope this helps.

    Thanks,

    Steve

    NAV022-_2D00_-Inventory-Availability.xlsx

  • Suggested answer
    JAngle Profile Picture
    159 on at

    Agree with Steve. External report package is the winner here. It’s not got your exact illustration but it’s very close: appsource.microsoft.com/.../pubid.nca_dynamics|aid.powerbi_essentials_sales|pappid.24909c1f-ea8d-4629-aec9-828bb5256767

    Free app on appsource. Might be a good starting point at least on how it’s been done with Power BI

  • Suggested answer
    Steven Renders Profile Picture
    5,698 Moderator on at

    Power BI would be your best option, imho.

    Create some query objects that expose the data, for example for tables: Item, Item Ledger Entry (or other), expose them as web services, import in PBI, create star/snowflake data model and visualize in a matrix. Once you publish the PBI report to the PBI service, you can use the Analyze in Excel to even visualize in Excel using a  pivot.

    Here are some examples:

    Areopa webinars: Power BI and Business Central Deep Dive, Tips and Tricks:

    https://youtu.be/eVVSUa5l4kE

    DynamicsCon: Dynamics 365 Business Central & Power BI – from zero to BI hero:

    https://youtu.be/qtPZ0FyoJsY

    Microsoft Business Applications User Group Poland: Power BI and Business Central Deep dive, Tips and Tricks:

    https://youtu.be/g_eWPPi8Aiw

    Microsoft Dynamics 365: How to create and embed a Power BI report into Dynamics 365 Business Central:

    https://youtu.be/ZBDugiBZXDU

  • Suggested answer
    benovic Profile Picture
    350 on at

    Thanks Steven!

    i managed to get it all in powerBI and to "Atomize" all items by "unfolding" them several times with left joining the BOM-Components table several times.

    now the struggle is to get a running total measure into the matrix view, but this is at least PowerBI internal :)

    looking into star/snowflake data model  next :)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,050 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 1,441 Super User 2026 Season 1

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 1,175 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans