inventory overview

(0) Share

Report

Posted on by benovic

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?

I have the same question (0)

All responses (4)

Answers (1)

Sort by

Verified answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

JAngle 157 on at

Like (1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Steven Renders 5,696 Moderator on at

Like (1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

benovic 350 on at

Like (0)

Report
Copy link

Link copied!

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 :)

Was this reply helpful? Yes No