inventory overview

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Posted on by benovic

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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?

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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

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JAngle 150 on at

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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

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Steven Renders 5,682 Moderator on at

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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

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benovic 350 on at

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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 :)

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