As I continue to build out my Dynamics GP Power BI dashboards, we look at product performance and inventory re-order analysis.
Product Performance
In the Product Performance Dashboard, I’ve added ABC segmentation, moving averages and time comparisons using DAX measures. You can find additional information on the techniques I’m using within my dashboards and reports at Dax Patterns.
In the Product Performance report below, I used a scatter chart to analyze the Product classes profit margin and total profits, the Sales ABC by ABC Class stacked bar chart segments the products using ABC segmentation and allows you to drill down into each segment to see the underlining detail. Additionally, there is a total cost by warehouse location and weekly moving average cost comparison chart at the bottom of the report.
Inventory Reorder Analysis
For my Inventory Reorder Analysis report, I’m using some of the techniques discussed by Belinda Allen in her, ‘Inventory Item Reorder Dashboard.’ I converted it to Power BI and added a little extra by also analyzing SOP product sales data and computing “Inventory Logic” based on whether the “Inventory Sold in Time Period” columns total is three times the current “Qty Available.”
Updated Template
You can download the updated template. In this template, I also updated the Finance Summary Report to use the New Matrix visual that was released in March. This adds the drill down functionality to the Profit and Loss Matrix Visual.
Future Dashboard developments
In the coming months, I will be adding additional Power BI reports associated with my Dynamics GP data. These reports will include:
- Vendor Analysis
- Field Service – Contract and Service Call Analysis
Stay tuned for the future developments of the reports and an overview of their functionality. For help with building reports like these, please contact KTL Solutions at info@ktlsolutions.com. We are here to help kick start your organization into becoming data driven by exploring your Business Intelligence, BI360, Power BI, Microsoft Dynamics GP, and CRM needs.
BARRY CROWELL, MBA | BI/EDW Solution Architect
Barry is a Microsoft SQL Certified Professional with a strong knowledge of the Microsoft’s BI Stack (SSIS, SSRS, SSAS and Power BI). He has architected, developed and deployed clients’ Business Intelligence needs using Microsoft’s BI Stack and/or Solver’s BI360. His solutions have included SSIS ETL tools, SSRS reports and dashboards, Excel dashboards, Power BI reports and dashboards, and SSAS cubes. He has performed implementations as the lead consultant and/or end-user project manager. Barry has over 20 years of experience working in accounting and the Microsoft Dynamics GP industry, and in various industries such as housing authorities, universities, Tribal governments, and casino hospitality. He possesses a Bachelor’s Degree in Accounting and Business Administration from Black Hills State University and a Master’s in Business Administration from La Salle University. Barry’s experience in both the IT consultant field and experience as an accountant gives him the ability to understand the issues from both the IT and Finance prospective and provide a solution that fits the needs for all parties involved.
