During my last blog post, I walked you through creating a financial dashboard using Power BI with Dynamics GP data. I have created additional analysis and measures now.
If you look closely at the bottom left, you will see two additional reports for Sales Summary and Customer Analysis.
The data used from Dynamics GP for this report are the Sales Order Processing (SOP) tables, Inventory, (IV) and Customer (RM) tables. The Sales Summary contains the same report filters, Year, Month and Company as the Financial Summary report. The top left visual shows the total sales by product class ranked in descending order. The bottom left visual shows the total sales by customer class/sales channel. The top two visuals in the middle and right show the total sales and transactions based on the filters selected with a seven-day moving average behind them. The bottom right visual shows a comparative between cumulative sales and cumulative costs.
The Customer Analysis report allows you to dig into Dynamics GP sales data by Customer, Year, Month and Company. By selecting a customer on the left you get to see three years of comparative sales, sales detail, last sales date and amount, total sales, sales last year, totals profits and percent sales growth for that customer.
Future Dashboard developments
In the coming months, I plan additional Power BI reports associated with my Dynamics GP data. These reports will include:
- Vendor Analysis
- Inventory Analysis
- Field Service – Contract and Service Call Analysis
Stay tuned for the future developments of the reports and an overview of their functionality.