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Showing Business Central sales from Displays in Power BI

Posted on by 70
Hi Everyone,

I am currently using Power BI to visualize invoiced sales passing through Business Central and I am currently struggling on how to shape my sales fact table (Posted Sales Invoice) and data model in order to show display sales in 2 ways (see below). 


What I want to achieve:

I would like to show the sales (coming from the "Posted Sales Invoice" table) per item (items present in the "Item" table) from Business Central in Power BI and include the displays (drill down of items present in each display in the "Assembly BOM" table) in two different ways, 1. visualization showing the sales of all items incl. displays as one single item (= showing the sales from the Posted Sales Invoice table) and 2. visualization showing the sales of all items incl. displays but exploded on the item composing the display (= showing the sales from the Posted Sales Invoice table but displays revenue & quantity are allocated to the items composing the display, use of Assembly BOM for this). Below more in depth information on the source tables & each visualization I would like to create (link to google sheet):

Source Tables (all coming from Business Central): yellow highlighted lines are showing display items
  • Posted Sales Invoice: Sales data (quantity sold & revenue per invoice, customer, items - displays are sold as a normal item)
4454.Posted-Sales-Invoice.PNG
  • Sales Unit of Measure: Table used to calculate the quantity per single units using the Single unit quantity per item & matching with Posted Sales Invoice table using the item No & the Unit of Measure

Unit-of-Measure.PNG

  • Assembly BOM: Table used to retrieve the information on which items the display is composed of and how many of them are included
Assembly-BOM.PNG
1. Visualization 1:  
  • Description: Showing the amount sold (qty & revenue) per items (displays incl. and shown as one single item) per customers, invoices & date = Posted Sales Invoice table
  • Use Case:
    • Forecasting sales of displays and forecasting sales of non-display items (= product)
    • Understanding how much displays have been sold to a specific customer & compare it to last year
    • Filter sales on display item

Visu-1.PNG

 Visualization 2:  

  • Description:  Showing the amount sold (qty & revenue) per items (displays incl. but exploded on the items composing the display) per customers, invoices & date
  • Use Case:
    • Doing item specific analysis (calculating the amount of product sold directly and through the display
    • Understanding the weight displays have in the sales of a specific product
    • Understanding the total amount sold (qty & revenue) per product

Visu-2.PNG

Best,

Kevin

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  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Showing Business Central sales from Displays in Power BI

    Hi

    Quick question 

    Have you tried to link these tables in Power BI, then see if you can drill down? or maybe building a new table in Power Query. The new table will have invoice QTY, then part and then flat of components and cost. 

    Thanks 

  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    RE: Showing Business Central sales from Displays in Power BI

    Hello  - We currently do not have dedicated Dev support via the Dynamics 365 Business Central forums, but I wanted to provide you some additional resources to assist.  If you need assistance with debugging or coding I would recommend discussing this on one of our communities.

    www.yammer.com/dynamicsnavdev

    dynamicsuser.net/.../developers

    I will open this up to the community in case they have something to add.

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