Inventory value storage report

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Hi all,

Is there any documentation that details the methodology behind the Inventory Value Report Storage (which tables are used, how is asset value calculated etc) ? Was hoping to be able to re-create this in Power BI for all entities and be able to slice data by certain dimensions.

Thanks

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Austin Shen on at

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Hi Rigosakh,

Please consider to use the data entity InventInventoryValueReportStorageEntity. For details, please refer to following document-

docs.microsoft.com/.../inventory-value-report-storage

Best Regards,

Austin Shen

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Junaid Idrees on at

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Hi rigosakh,

Please find below the "Inventory Value Storage report" Target entity name from Data Management:

Data source and field structure:

Details information you can find on: docs.microsoft.com/.../inventory-value-report-storage

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Community Member on at

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Hi Austin,

As far as I know, InventInventoryValueReportStorageEntity is not a public entity and is not accessible via Odata

fix.lcs.dynamics.com/.../Details

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Community Member on at

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Hi Junaid

This entity is not visible for me in Power BI as it is not made Public due to issues with OData

fix.lcs.dynamics.com/.../Details

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Anders Even Girke on at

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Hi rigosakh

Before you build your own Power BI based on all transactions exported from Inventory value report storage. I would suggest explore some of the existing options. In case these are not solving your problem building your own may be the solution. One key thing I have learned is that loading all InventTrans+InventSettlements into Power BI may work great for some time but not for long

The Inventory value report storage is based on the same logic as the Inventory value report. The Inventory value report is based on a set of very complex views and was implemented back in AX2009.

These views unify data from many tables into a generic Inventory format (InventTrans+InventSettlement+ProdRouteTrans+ProdIndirectTrans)

The views are used in many reports developed afterwards Inventory aging and also the CostObjectStatementCache which is used in the Cost management workspaces delivered OOB.

The Cost management embedded Power BI is based upon the CostObjectStatementCache

In embedded Power BI users can now change the visuals add visuals create new calculated fields if you need a new KPI

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/customize-analytical-workspace?toc=/dynamics365/commerce/toc.json

In order to secure performance and ensure that users can only see balance of Inventories (Onhand and WIP) we have introduced aggregation and pre-selection on which Inventory dimensions users can select.

I have provided link to different kind of documentation provided over time.

https://www.microsoft.com/en-us/download/details.aspx?id=16245

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/cost-management-content-pack

https://www.youtube.com/watch?v=5jWHnM_C7WM

https://cloudblogs.microsoft.com/dynamics365/no-audience/2018/01/24/report-the-value-of-physical-locations/

BR

Anders Girke

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Community Member on at

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Thank you Anders, this is the kind of answer I was looking for.

I figured out that it won't be easy to replicate this in Power BI on my own so will explore the embedded solutions.

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