As I continue to build out my Dynamics GP Power BI dashboards, we look at product performance and inventory reorder analysis.
In the Product Performance dashboard, I’ve add ABC segmentation, moving averages and time comparisons using DAX measures. You can find additional information on the technics I’m using within my dashboards and reports at www.daxpatterns.com.
In the Product Performance report below, I used a scatter chart to analysis the Product classes profit margin and totals 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 under-lining 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 the technics discussed by Belinda Allen in her YouTube video on 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”
You can download the updated template here. In the 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 plan 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.