Small and medium business | Business Central, N...

Sales by Customer Power BI

(6) Share

Report

Posted on by GS-17051342-0

370

Hi,

I noticed that I have a variance between the revenue on my financials and the report in Power BI called "Sales by Customer." There is a line item in Power BI that makes up for the variance. This one is unique as the Entry Type and Document Type are different than the others. This line item says "Sales Line" and "Order." While the rest says "Direct Costs" and "Sales Invoice." When I look at the sales order, this was a partial ship leaving 34 units not yet shipped to the customer. Why would Power BI consider the 34 unshipped units as part of sales for the month?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (6)

Answers (0)

Sort by

texasbbqribs 172 on at

Like (3)

Report
Copy link

Link copied!

Is this a standard Power BI report you got as part of the Power BI deployment?

The report can, of course, be modified to exclude unshipped items. You'll probably have to make that change.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 99,805 Super User 2026 Season 1 on at

Like (4)

Report
Copy link

Link copied!

Hi, This seems to be a standard reporting issue. You can report it to the following BC Yammer Group

Viva Engage : Dynamics 365 Business Central Partner Community (Formerly: Development) : Power Platform and Dataverse : New Conversations

Or you can try contacting Kennie directly. As far as I know, he is responsible for Power BI reports.

https://www.linkedin.com/in/kennie/

Thanks.

ZHU

Was this reply helpful? Yes No
OussamaSabbouh 14,125 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hello,

Is it the only sales line appearing here, or there are other Sales lines?

Regards,
Oussama

Was this reply helpful? Yes No
Suggested answer

Pallavi Phade 5,483 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Namaste @GS-17051342-0

Below Link defines KPIs used in the report

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-powerbi-sales-kpis

The above report uses below data

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-powerbi-sales-by-customer

As per the documentation its mentioned , if you find gap , Please raise the ticket to MS .

Regards

Pallavi Phade

Was this reply helpful? Yes No
GS-17051342-0 370 on at

Like (2)

Report
Copy link

Link copied!

Yun Zhu

Where did you find this data on who is responsible for the report?

What I did learn is that this line was a open sales order. Not sure as to why that is there.

Was this reply helpful? Yes No
Suggested answer

Jainam M. Kothari 15,829 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Hello,

The variance occurs because your Power BI report is using Sales Line data from open orders, which includes unshipped quantities, while your financials recognize revenue only from posted invoices.

In your case, the 34 unshipped units remain on the sales order, so Power BI counts them as part of sales for the month, reflecting booked orders rather than actual invoiced revenue.

To align, you’d need to adjust the report to filter for posted invoices or clearly separate “booked sales” from “recognized revenue".

1 people found this reply helpful.

Was this reply helpful? Yes No