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Power BI Inventory app KPIs and measures

APPLIES TO: Generally available in Business Central 2024 release wave 2.

This page provides a list of all Key Performance Indicators (KPIs) included in the semantic model for the Power BI Inventory app. Explore the list of KPIs to learn more about how they can help you achieve your business goals. Each KPI is described, including how it's calculated and the data is uses in calculations.

Tip

Tip:
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Assembly header measures

Qty. on Assembly Order

Formula

  • This measure shows how many items are yet to be assembled for assembly orders by summing up the remaining quantity of items on all assembly headers.

Data Sources

  • Assembly Header

Assembly Line Measures

Qty. on Asm. Component

Formula

  • This measure shows how many items are yet to be assembled for a finished product by summing up the remaining quantity of items on all assembly lines.

Data Sources

  • Assembly Line

Bins Measures

ATO Components Pick Qty.

Formula

  • This measure calculates the total quantity taken from the warehouse for "Assemble to Order" components by summing the qtyBase from Warehouse Activity Lines where actionType is Take, assembleToOrder is TRUE, and atoComponent is TRUE. This measure captures only the quantities picked specifically for assembling made-to-order products.

Data Sources

  • Warehouse Activity Line

Available Qty. to Take

Formula

Data Sources

  • Warehouse Entry
  • Bin

Negative Adjmt. Qty. (Base)

Formula

  • This measure calculates the total quantity of an item that has been removed from the warehouse due to adjustments. This includes any adjustments that result in inventory decreases in the Warehouse Journal Line table.

Data Sources

  • Warehouse Journal Line

Pick Quantity (Base)

Formula

  • This measure calculates the total quantity of an item that has been picked from the warehouse for sales or transfer orders. It only includes the quantity that was picked, not received or moved within the warehouse.

Data Sources

  • Warehouse Activity Line

Positive Adjmt. Qty. (Base)

Formula

  • This measure calculates the total quantity of an item that was added to the warehouse due to adjustments. This includes any adjustments that result in inventory increases in the Warehouse Journal Line table.

Data Sources

  • Warehouse Journal Line

Put-away Quantity (Base)

Formula

  • This measure calculates the total quantity of an item that was placed in the warehouse for storage. It only includes the quantity that has been put away, not picked or moved within the warehouse.

Data Sources

  • Warehouse Activity Line

Quantity in Adjustment Bin

Formula

  • This measure calculates the total quantity located in bins that are marked as adjustment bins. It first identifies the bins flagged as adjustment bins by creating a filtered table (AdjustmentBins). Then, it sums the Qty. (Base) values from the Warehouse Entries table, applying this filter to include only adjustment bins. The measure ensures the quantity reflects only the specified adjustment bins by removing other bin filters.

Data Sources

  • Warehouse Entry
  • Location

Warehouse Quantity

Formula

  • This measure calculates the total quantity of an item that is currently in the warehouse by summing the base quantity from the Warehouse Entry table.

Data Sources

  • Warehouse Entry

Item Availability Measures

Gross Requirement

Formula

Data Sources

  • Sales Line
  • Purchase Line
  • Transfer Line
  • Service Line
  • Job Planning Line
  • Prod. Order Component
  • Planning Component
  • Assembly Line

Planned Order Receipt

Formula

  • This measure shows the total quantity of items that you plan to receive through planned orders and purchase requisitions.

    Planned Order Receipt = Planned Order Receipt (Qty.) + Purch. Req. Receipt (Qty.)

Data Sources

  • Production Order Line
  • Requisition Line

Planned Order Releases

Formula

  • This measure shows the total quantity of items that you plan to release through planned orders and purchase requisitions.

    Planned Order Releases = Planned Order Release (Qty.) + Purch. Req. Release (Qty.)

Data Sources

  • Production Order Line
  • Requisition Line

Projected Available Balance

Formula

Data Sources

  • Sales Line
  • Purchase Line
  • Transfer Line
  • Service Line
  • Job Planning Line
  • Prod. Order Component
  • Planning Component
  • Assembly Line
  • Item Ledger Entry
  • Requisition Line
  • Production Order Line

Scheduled Receipt

Formula

Data Sources

  • Sales Line
  • Purchase Line
  • Transfer Line
  • Assembly Header
  • Production Order Line

Item Ledger Entry Measures

Expired Inventory

Formula

  • This measure shows how much inventory is expired and no longer available for sale or use. It calculates the remaining quantity of items on all item ledger entries.

Data Sources

  • Item Ledger Entry

Inventory (Quantity)

Formula

  • This measure shows the total quantity of inventory on hand for all items. It sums up the quantity of items on all item ledger entries.

Data Sources

  • Item Ledger Entry

Invoiced Quantity

Formula

  • This measure calculates the total quantity that was invoiced. It sums all values in the [invoicedQuantity] column from the Item Ledger Entries table.

Data Sources

  • Item Ledger Entry

Net Qty. Purchased

Formula

  • This measure shows the total quantity of items that you purchased and received calculating the quantity, filtered to only include item ledger entries that have an entry type of "Purchase".

Data Sources

  • Item Ledger Entry

Net Qty. Sold

Formula

  • This measure shows the total quantity of items that you sold by calculating the quantity, filtered to only include item ledger entries that have an entry type of "Sale".

Data Sources

  • Item Ledger Entry
Tip

Tip:
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

Quantity

Formula

  • This measure shows the total quantity of items that you processed through the item ledger by summing up the quantity of items on all item ledger entries including sales, purchases, adjustments, and other types of transactions.

Data Sources

  • Item Ledger Entry

Quantity (Forecasting)

Formula

  • This measure calculates the Quantity within the period of dates with item transactions and inserts zero values for dates without item ledger entries, for compatibility with forecasting.

Data Sources

  • Item Ledger Entry

Remaining Quantity

Formula

  • This measure calculates the total remaining quantity of items by summing all values in the [Remaining Qty.] column from the Item Ledger Entries table.

Data Sources

  • Item Ledger Entry

Planning Component Line Measures

Planning Issues (Qty.)

Formula

  • This measure shows how many items you expect to consume for planned production orders by summing up the expected quantity of items that are required for production.

Data Sources

  • Planning Component

Prod. Order Component Line Measures

Qty. on Prod. Order Comp. Lines

Formula

  • This measure shows how many items are yet to be completed on a production order by summing up the total remaining quantity of items on all production order component lines.

Data Sources

  • Prod. Order Component

Production Order Line Measures

FP Order Receipt (Qty.)

Formula

  • This measure is abbreviated for Firmed Planned Order Receipt (Qty.) and shows how many items you expect to receive for firm planned production orders by summing up the remaining quantity of items on all firm planned production order lines.

Data Sources

  • Production Order Line

Qty. on Prod. Order

Formula

  • This measure shows how many items are yet to be produced for production orders by summing up the remaining quantity of items on all planned, firm planned, and released production order lines.

Data Sources

  • Production Order Line

Rel. Order Receipt (Qty.)

Formula

  • This measure is abbreviated for Released Production Order Receipt (Qty.) and shows how many items are expected to be received for released production orders by summing up the remaining quantity of items on all released production order lines.

Data Sources

  • Production Order Line

Scheduled Receipt (Qty.)

Formula

  • This measure calculates the total scheduled receipt quantity from production orders by summing the [remainingQtyBase] column in the Production Order Lines table. It includes only those orders where the status is either Firm Planned or Released, which represents production orders expected to be completed. This measure gives an overview of pending quantities that are scheduled for receipt in the near future.

Data Source

  • Production Order Line

Project Planning Line Measures

Qty. on Projects

Formula

  • This measure shows how many items or hours are yet to be completed on a project by summing up the total outstanding quantity of items or hours on all project lines.

Data Sources

  • Project Planning Line

Purchase Line Measures

Qty. on Purch. Order

Formula

  • This measure shows how many items are yet to be received for purchase orders by summing up the outstanding quantity of items on all purchase order lines.

Data Sources

  • Purchase Line

Qty. on Purch. Return

Formula

  • This measure shows how many items were returned to the supplier but are yet to be received or credited. It sums up the total outstanding quantity of items on all purchase return order lines.

Data Sources

  • Purchase Line

Sales Line Measures

Qty. on Sales Order

Formula

  • This measure shows how many items have been ordered by customers but are yet to be delivered or shipped. It sums up the total outstanding quantity of items on all sales order lines.

Data Sources

  • Sales Line

Qty. on Sales Return Order

Formula

  • This measure shows how many items are yet to be returned by customers for sales return orders. It sums up the outstanding quantity of items on all sales lines that are associated with return orders.

Data Sources

  • Sales Line

Service Line Measures

Qty. on Service Order

Formula

  • This measure represents how many service items or hours were ordered by customers but are yet to be fulfilled. It sums up the total outstanding quantity of items or hours on all service order lines.

Data Sources

  • Service Line

Transfer Line Measures

Qty. in Transit

Formula

  • This measure shows how many items are currently in transit between locations. It sums up the quantity of items in transit on all transfer lines.

Data Sources

  • Transfer Line

Trans. Order Outstanding Qty.

Formula

  • This measure calculates the total outstanding quantity for transfer orders. It sums up all values in the outstandingQtyBase column from the Transfer Lines table.

Data Sources

  • Transfer Line

Trans. Order Shipment (Qty.)

Formula

  • This measure shows how many items were shipped between two locations. It sums up the total outstanding quantity of items on all transfer order lines that are associated with the specified location codes and shipment date.

Data Sources

  • Transfer Line

Trans. Order Receipt (Qty.)

Formula

  • This measure shows how many items you expect to receive for transfer orders. It sums up the outstanding quantity of items on all transfer lines.

Data Sources

  • Transfer Line

ABC Classification Measures

No. of Items in Class

Formula

  • This measure returns the number of items based on the ABC classification. The ABC classification is determined by calculating the cumulated sales amount for an item, divided by the total sales amount for all items, to return the Cumulative Sales Amount Percent. Each item is assigned an ABC Classification based on whether the Cumulative Sales Amount Percent is within the lower and upper ABC class boundaries, as defined in the ABC Analysis Setup.

Data Sources

  • Item Ledger Entry

Sales Amount ABC

Formula

  • This measure returns the Sales Amount for each item based on the ABC classification. The ABC classification is determined by calculating the cumulated sales amount for an item, divided by the total sales amount for all items, to return the Cumulative Sales Amount Percent. Each item is assigned an ABC Classification based on whether the Cumulative Sales Amount Percent is within the lower and upper ABC class boundaries, as defined in the ABC Analysis Setup.

Data Sources

  • Item Ledger Entry

Sales Quantity ABC

Formula

  • This measure returns the Sales Quantity for each item based on the ABC classification. The ABC classification is determined by calculating the cumulated sales quantity for an item, divided by the total sales quantity for all items, to return the Cumulative Sales Quantity Percent. Each item is assigned an ABC Classification based on whether the Cumulative Sales Quantity Percent is within the lower and upper ABC class boundaries, as defined in the ABC Analysis Setup.

Data Sources

  • Item Ledger Entry

Track KPIs with Power BI metrics
Power BI Inventory app
Ad hoc analysis of inventory data
Built-in inventory and warehouse reports
Inventory analytics overview
Inventory overview

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