Power BI Dynamics GP Sales and Inventory Analysis Report Modifications

Recently, I’ve made some updates to my Power BI Sales and Inventory Analysis Reports and wanted to share those with you. On the Sales Analysis report, I’ve added the ability to segment my sales revenue by growth rate and compare that growth rate to the previous period selected. Here are the steps I used to add the changes to the report.

  1. First, I clicked on the “Enter Data” icon from the Home tab in Power BI Desktop and then entered the following information.Power BI Create Table
  2. I then created a DAX Sales Growth measure with the following code.
    Sales Growth = DIVIDE([Sales CY],[Sales LY],0)-1
  3. Next I created a SAX measure to segment the data based on the Sales Growth Groups that we created in step 1.
    Sales per Growth Group =
            CALCULATE (
                [Sales CY],
                FILTER (
                    VALUES ( Customers[Customer Class] ),
                    COUNTROWS (
                        FILTER (
                            'Sales Growth Groups',
                            [Sales Growth] >= 'Sales Growth Groups'[Min]
                                && [Sales Growth] < 'Sales Growth Groups'[Max]                     )                 )                     > 0
  4. Next, I modified my Product by Sales and Customer Class by Sales visuals to use the new Sales per Growth Group measure by dragging the segment from the Sales Growth Group table into the Legend field, Sales Growth measure into the Tooltips and Sales per Growth Group measure into the Values field.Screenshot of field wells
  5. Below is a screenshot of the end results. You can now clearly tell which segments are performing better or worse than last year.Power BI Sales Summary Report

My next modification was to my Inventory Order Analysis report. This one was just a small change by adding one DAX measure to calculate slow moving inventory and a Table visual to view the results.

  1. First, I added a DAX measure for slow moving inventory
    SM Inventory Value = 
    VAR SumOf = 
            Inventory[Quantity on Hand] * Inventory[Unit Cost]
    VAR Range = DATESINPERIOD(Dates[Date], EDATE(TODAY(), -12), -24, MONTH)
               VALUES(Inventory[Last Sale Date]),
           ) > 0, 
           SumOf, 0

  1. Then I added the following columns and measure to a table visual to show my slow moving inventory.Table Visual Field Wells Screenshot
  2. Below is a screenshot of the modification to the Inventory Order Analysis report.Power BI Inventory Order Analysis

Until next time, Enjoy the code and Happy Analyzing!


How to Create a Better RMA Dashboard For Mammoth Saving

OK, maybe not mammoth saving but controlling quality and costs during the Return Material Authorizations (RMA) process has a multiplicative effect for growth in a company. Finding new ways to improve perfect order performance continually reduces RMA and increases customer satisfaction leading to more sales.

RMAs are a direct measure of product quality and a products’ nonconformance to customers’ specifications and requirements. They are issued for a wide variety of reasons. The RMA module within Dynamics GP is designed to provide detailed traceability for both customer and supplier returns. Before we get to designing our Power BI RMA dashboard let’s look at Dynamics GP RMA module.

Return Material Authorization Module

The Returns Management module for Microsoft Dynamics GP enables you to meet customer and vendor demands for product and part returns by streamlining tasks and improving your responsiveness to customer queries and complaints. Generate returns from historical customer invoices, service calls, or manually. Return an item to a vendor to fix it within your company and automatically transfer items from the returns warehouse to the main warehouse. Give your customers up-to-date information about the status of their returned items.

You can use Returns Management to enter, set up, and maintain your RMA and Return To Vendor (RTV) documents. If Returns Management is integrated with Service Call Management, an RMA is created automatically from a returnable parts line on a service call. If Returns Management is integrated with Sales Order Processing, you can select items directly from the historical Sales Order Processing invoice that was generated for a specific customer.

Dynamics GP’s RMA Life Cycle

When operating a returns warehouse, you sometimes interact with customers who need to return equipment for various reasons. When they bring you a part, you complete one of a few tasks: issue a credit, repair and return the item to the customer, or replace the item. You also may be accepting the item in exchange for an item you already provided to the customer. Once you’ve completed your transaction with the customer, you have a few more options: repair the item and return it to your inventory, return the item to the vendor, or scrap the item.

The following diagram outlines the life cycle of RMAs, from entry through completion. When Returns Management is integrated with the other modules of the Field Service Series (Service Call Management, Preventive Maintenance, Contract Administration, and Depot Management), many new options and paths become available.

RMA Life Cycle

You can create RMAs from two different points of access throughout Field Service:

  • Manual entry in the RMA Entry/Update window
  • From return lines for returnable items on a service call

Entry in the RMA Entry/Update window is the method described in this manual. Refer to the Service Call Management documentation for more information regarding service calls and returnable items.

RMA types Inside Dynamics GP

RMA documents are used to track an item return from your customers. The available RMA document types are as follows:

  • Credit – Provide a credit to your customer’s account in Receivables Management for the value of the items the customer returned to you.
  • Replacement – Provide the same item, or a similar item, as a replacement to your customer. You must receive the original item from your customer before you send the replacement item on a new order document in Sales Order Processing.
  • Advance Cross–ship – Provide the same item, or a similar item, as a replacement to your customer. You can send the replacement item using a new Sales Order Processing order document prior to receiving the original item from your customer.
  • Repair and Return – You, or your vendor, will repair the item that is received from the customer. Your customer will receive the item after it’s been repaired.
  • None – The customer’s original item is picked up by your field service technician and returned to your returns warehouse. This type of RMA document was designed to integrate directly with Service Call Management.

Analyzing Our RMA Data with Power BI

With all the RMA data we will be using the following three visuals and associated measures:

  • Rate of Return – This is an incredibly useful KPI in a distribution center, especially when segmented by cause for return. Identifying causes for returns — damage, late delivery, inaccurate product description, wrong item shipped, etc — helps warehouse managers address underlying issues, and make necessary improvements.Number of Units Returned/Number of Units Sold = Rate of Return.
  • Perfect Order Rate – This KPI measures how many orders your warehouse successfully delivers without incident: the correct item, shipped on time and received in good condition by the customer who ordered it. Lean practices help identify errors or inaccuracies before orders leave the warehouse.Orders Completed Without Incident/Total Orders Placed = Perfect Order Rate
  • RMA Pareto Analysis – Done on the top 20% of factors that drive 80% of the returns. This will make cause troubleshooting more efficient, leading to permanent solutions to problems that may be causing RMAs to begin with. I’m not going to go into detail on how to build this chart in this blog post. You can find the steps on how to complete it here: https://powerbi.tips/2016/10/pareto-charting/.

First, we need to get our Dynamics GP RMA data into Power BI and we’ll do that with the SQL script below:

  300 AS Company_Key,
  b.RETDOCID AS [RMA Document ID],
  b.RETREF AS [RMA Reference],
  b.RETSTAT AS [RMA Status],
  b.RETTYPE AS [RMA Type],
  a.COMPDTE AS [DocDate],
  b.OFFID AS [Office ID],
  b.LOCNCODE AS [Location Code],
  b.SOPNUMBE AS [Invoice Number],
  b.SVC_RMA_Reason_Code AS [RMA Reason Code],
  b.SVC_RMA_Reason_Code_Desc AS [RMA Reason Code Description],
  b.UNITCOST AS [Unit Cost],
  b.EXTDCOST AS [Extended Cost],
FROM dbo.SVC05200 b (NOLOCK)
JOIN dbo.SVC05000 a (NOLOCK)
AND b.COMPDTE >= DATEADD(yy, DATEDIFF(yy, 0, GETDATE()) - 4, 0) -- Didn't want everything so limiting to last 4 years of RMA data 
AND a.COMPDTE >= DATEADD(yy, DATEDIFF(yy, 0, GETDATE()) - 4, 0) -- Didn't want everything so limiting to last 4 years of RMA data


  300 AS Company_Key,
  b.RETDOCID AS [RMA Document ID],
  b.RETREF AS [RMA Reference],
  b.RETSTAT AS [RMA Status],
  b.RETTYPE AS [RMA Type],
  a.COMPDTE AS [DocDate],
  b.OFFID AS [Office ID],
  b.LOCNCODE AS [Location Code],
  b.SOPNUMBE AS [Invoice Number],
  b.SVC_RMA_Reason_Code AS [RMA Reason Code],
  b.SVC_RMA_Reason_Code_Desc AS [RMA Reason Code Description],
  b.UNITCOST AS [Unit Cost],
  b.EXTDCOST AS [Extended Cost],
FROM dbo.SVC35200 b (NOLOCK)
JOIN dbo.SVC35000 a (NOLOCK)
AND b.COMPDTE >= DATEADD(yy, DATEDIFF(yy, 0, GETDATE()) - 4, 0) -- Didn't want everything so limiting to last 4 years of RMA data
AND a.COMPDTE >= DATEADD(yy, DATEDIFF(yy, 0, GETDATE()) - 4, 0)) -- Didn't want everything so limiting to last 4 years of RMA data

  rs.STSDESCR AS [RMA Status Description],
  iv.ITMCLSCD AS [Item Class]
LEFT JOIN dbo.IV00101 iv (NOLOCK)
LEFT JOIN dbo.SVC05500(nolock) rs
  ON b.[RMA Status] = rs.RETSTAT

With the data now loaded into Power BI Desktop, I created relationships with my Inventory, Date and Customer dimension that I already had in Power BI Desktop from my previous blog posts.

Creating Our Measures

Time to build the Rate of Return Measure. Rather than create one big DAX measure we will be building several small measures that build upon each other. Here are the DAX formulas that we will be using for the Rate of Return measure:

  • Return of Lbs CY
Returns Lbs. CY = CALCULATE(
        SUM(Returns[Total Return Lbs])
  • Lbs. CY

Lbs. CY = SUM(Sales[ExtendedWeight])

  • Rate of Return
Rate of Return = DIVIDE 
    ([Returns Lbs. CY], [Lbs. CY], 
  • Monthly Average Rate of Return
Monthly Avg. Rate of Return = AVERAGEX( 
        Dates[Date] , 
        LASTDATE( Dates[Date] ),
    [Rate of Return]

With our calculations now complete, we create a line chart with Date on the Axis and Monthly Avg. Rate of Return for the Value as seen in the bottom left line chart visual of our Returns Analysis report screen shot below.

Up next, our Perfect Order Rate measure. Once again we will build several small calculation and add them together to create our Monthly Avg. Perfect Order Rate. Here are the DAX formulas that I used for this:

  • Total Invoice Count – Since my data includes line level detail for each Sales Order type in the Sales Table I’ll count all lines invoice and evaluate each line later to make sure it was a perfect order.
Total Invoices Count = CALCULATE(
    FILTER('Sales','Sales'[SOPTYPE] = 3)
  • Perfect Order – Now we will determine if the order was fulfilled before the customer’s required date.
    FILTER('Sales','Sales'[SOPTYPE] = 3),
    FILTER('Sales',[Document Date]<='Sales'[Req Ship Date])
  • Perfect Order Rate
Perfect Order Rate = DIVIDE(
    [Perfect Order],[Total Invoices Count],
  • Monthly Average Perfect Order Rate
Monthly Avg. Perfect Order Rate = AVERAGEX( 
        Dates[Date] , 
        LASTDATE( Dates[Date] ),
    [Perfect Order Rate]

With all of our DAX measures complete, we can create the visuals needs to Monthly Average Perfect Order Rate and Monthly Average Return Rate of Lbs. Here is what my final Returns Analysis report looks like.

RMA Dashboard

Until next time, Happy Analyzing!

3 Secrets To An Awesome ERP System!

Part of being a Microsoft Dynamics Consultant is seeing all the inventive ways clients use the software we deploy and take that knowledge and provide best practices to everyone! Here are just some of the things to enhance your system processes:

  • Best Practices
  • Customization and Modifications
  • Reporting Enhancements

Best Practices

Customization, Modifications and Third Party Add-ins

  • General Ledger, Sales Distribution, and Payables Distribution intercompany Excel paste – James Lyn’s Excel Paste add-in. is great at extending Dynamics GP’s out of the box functionality. While you’re on his site, check out his other add-ins like GP batch attach for Payables.
  • Create Dynamics GP Marcos or use PowerShell scripts to automate tasks – i.e. Macro to log into Dynamics GP and run inventory reconcile process or reboot your web client servers to remove hung processes.
  • Custom workflows and reporting – reporting to provide detail information on current/open and historical/approved workflows. Find out how to do that here.

Reporting Enhancements

Dynamics GP comes with some good reporting capabilities:

  • Management Reporter.
  • Excel refreshable reports.
  • SmartList.
  • Jet Express for Dynamics GP.
  • Solver’s BI360.
  • Power BI.

With Dynamics GP 2018 you can now deploy Power BI GP content pack or embedded Power BI visual inside of Dynamics GP. So what do the Power BI content pack visuals look like and how do we get them installed? As of Microsoft Dynamics GP 2018, the GP OData service was updated to OData version 4. This redesign also brought on paging and filtering of OData requests. This will create a more stable and robust platform for delivering Microsoft Dynamics GP content to authenticated users. The Power BI content pack features sample reports for Financial, Sales, Purchasing and Inventory data. Each report utilizes relationships built between GP tables and various Filters that can be used to display the information that is important to you. You can also review the included Calculated Columns as examples for including calculations on your Power BI reports such as Net Debit/Credit, Profit, and Item Sales amounts.

In order to use the Power BI Content Pack with Dynamics GP, install OData Services. Once this is complete, you will have to publish the following Data Sources inside Dynamics GP. (Administration > System > OData > Data Sources) The following Data Sources will need to be published for the GP content pack.

  • Accounts
  • Account Transactions
  • Customers
  • Inventory Sales Summary Period History
  • Inventory Transactions
  • Item Quantities
  • Purchase Line Items
  • Purchase Requisition Lines
  • Purchase Requisitions
  • Receiving Line Items
  • Sales Line Items
  • Vendors

The Power BI Content Pack will also have to be configured to point to you’re existing Microsoft Dynamics GP OData Service. This can be done by modifying the existing Data source in Power BI, or by creating a new data source and configuring the content to use the new source. The screenshots below show what the GP content pack sample reports look like.

Finance Dashboard


Sales Dashboard


Purchasing Dashboard


Inventory Dashboard


Enhancing Our Dashboards

These GP content pack reports are a good starting point and can speed up the process of implementing a Power BI solution. With a little work from your Microsoft Dynamics Consultant, we can provide you so much more. In February of 2017, I started a blog series that provided a “how to” on building a Finance, Sales, Customer, Product, and Inventory dashboard. Since my main goal was to show an update of the Excel multi-company dashboard, I choose to first build a small DataMart and integrate the data from Dynamics GP databases before building my visuals. Follow the links below to find out how I built each one of the enhanced dashboards.

Enhanced Finance Dashboard

The finance dashboard, from the blog series, now provides a summary profit & loss statement that you can drill down into line level detail. Additionally, you see total sales by inventory class and customer class and a weekly moving average.

Enhanced Finance Dashboard

Enhanced Sales Dashboard

The sales summary dashboard provides an analysis of sales by inventory item class, customer class and weekly moving averages for total sales dollars and transactions. The report also includes a cumulative sales and cost comparison.

Enhanced Sales

Product Performance and Inventory Reorder Dashboard

In the product performance dashboard, I’ve added to compare total profits and profit margin, cost by warehouse and ABC segmentation analysis. Additionally, there is a weekly moving average cost comparison chart at the bottom of the report.

Enhanced Product Performance

For my inventory reorder analysis report, I’m using some discussed by Belinda Allen in her, Inventory Item Reorder Dashboard. I converted it to Power BI to help your procurement manager evaluate what’s on hand, allocated to open orders and items sold within a given time period.

Enhanced Inventory Dashboard

Future Developments

Returns are generally thought of a loses and return percentages can be dependent both the type of product and the company’s returns policy. While the average industry rate is four percent, consumer durable goods can range from two to 10 percent and apparel can be in excess of 20 percent. There are several reasons for merchandise returns and tracking the costs and reasons associated with them can increase revenues, lower costs, improved profitability and enhanced levels of customer service. Using Dynamics GP’s RMA module can help and analyze that data in Power BI is one of the things that I’m currently working on. Below is a screenshot of that analysis and a subject of a future blog post.

Sales Returns Dashboard

Ready to Do Even More with Dynamics and Power BI?

Stay tuned for more help in lead your organization into becoming data-driven organization by exploring your Business Intelligence, BI360, Power BI, Microsoft Dynamics GP journey.

Sharing the Wealth – Sorry not $$$ just Knowledge

Recently, I created several Power BI visuals on Dynamics GP data and had a request to share the SQL scripts I used to import into my Power BI model’s datasets. The previous Power BI datasets and visuals included:

  • General Ledger financial statement and analysis
  • Inventory reorder point analysis
  • Procurement analysis
  • Sales summary
  • Customer analysis
  • Sales Return (RMA) analysis

Most of the scripts where SQL views and can be used to import into Power BI or in SSIS to import into a Data Mart. Some SQL scripts will need to be changed to meet your needs or fit your environment. The zip file can be found here. Hope this helps with your quest for knowledge.

Enhancing our Inventory Reorder Point Analysis in Power BI

In my original Inventory Reorder Analysis report, I’m using some the technics 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” producing a report that looked like the screen shot below.

Original Inventory Re-Order Analysis

Enhancing the Inventory Reorder Analysis

A good Inventory Reorder analysis includes the recalculations to forecast future demand and safety stock find your reorder point. For the sales quantity forecasts for my lead time demand, I’m going to use the DAX time series discussed here by Fountain Analytics. After following time series instructions my sales forecast results looked like this.

Sales Quantity Usage Forecast

With the Sales forecast quantity usage in place, I then needed to calculate our Safety Stock based on the below formula.

Safety Stock Formula

Using the data from the Procurement Analysis and the Sales Analysis reports, I calculated the four data points with the below DAX formulas.

Max Days Consumption =


VALUES ( Dates[Date] ),


VALUES( ‘Products'[ItemNumber] ),

‘Sales Measures'[Units Sold]


Max Days Inventory Lead Time =


VALUES ( Dates[Date] ),


VALUES( ‘Products'[ItemNumber] ),

[Lead Time]


Average Days Consumption =


VALUES ( Dates[Date] ),


VALUES( ‘Products'[ItemNumber] ),

‘Sales Measures'[Units Sold]


Average Days Inventory Lead Time =


VALUES ( Dates[Date] ),


VALUES( ‘Products'[ItemNumber] ),

[Lead Time]


You put it all together to your Reorder Point – (Lead time demand) + (safety stock) = Reorder Point. The end result is the updated Inventory Reorder Analysis report shown below.

Update Inventory Re-Order Point Analysis

Updated Template

You can download the updated template here. In the template, I also updated the Inventory Reorder Point report using the New Matrix functionality.

Stay tuned for the future developments of the reports and an overview of their functionality and for help with building reports like this.

Power BI, R and Marketing Campaign Analysis

For the second post in a row, I’m going to talk about casino performance analysis so I’m feeling a little like Marty McFly from Back to the Future. One of the biggest struggles we had was with our direct mail offers to our players’ club members. A proper direct mail offer campaign would be setup with a control group so we could perform analysis against the control group, but try to tell that to the A tier player that didn’t get an offer or a different amount then the other A tier players.

Without the control group, we would calculate the difference between the average coin in before and after the direct mail offer was received to judge our incremental revenue and evaluate whether the campaign was successful. This method was very simplistic because it assumed all differences between performance before and after the interaction are due strictly to that direct mail offer. Google set out to help digital marketers with this problem of no control group in 2014 and we can use their Causal Impact R package to analyze our casino’s direct mail offers as well.

Putting it All to Use

Using the same daily Coin in (gross sales) data from the last blog on “Use Power BI and R to Quickly Identify Business Insights”, we need to complete the following steps:

  1. Install the following R packages
    1. install.packages(“devtools”)
    2. install.packages(“BoomSpikeSlab”)
    3. install.packages(“dtw”)
    4. install.packages(“chron”)
    5. devtools::install_github(“google/CausalImpact”)
  2. In Power BI Desktop, select the “R” in the Visualizations section and then drag the Denomination, Date and Revenue fields from the Coin In tables into the Values section to build our dataset for are R code.

Power BI Desktop

3. Add the following code in the R Script editor



productsM <- melt(dataset, id=1:2)

productsC <- dcast(productsM, Date ~ Denomination + variable, sum)

colnames(productsC) <- make.names(colnames(productsC))

products <- zoo(productsC[,2:ncol(productsC)],as.Date(productsC[,1]))

pre.period <- as.Date(c(“2008-01-01”, “2008-10-03”))

post.period <- as.Date(c(“2008-10-04”, “2008-11-15”))

impact <- CausalImpact(products, pre.period, post.period, model.args=list(nseasons=7))



4. Click the run button to execute the R script

Power BI R Script

Understanding the Results

The Casual Impact R package reduces the below three graphs

Original: Solid, black line is observed data before the intervention and dotted, blue line is the predicted coin in values for what would have occurred without the intervention

Pointwise: The net difference between the observed and predicted response on the original scale, or the difference between the solid, black line and the dotted, blue line on the original graph.

Cumulative: Dotted, blue line is the individual causal effects added up in time, day after day.

For all three graphs, the light blue shaded area represents the results in a 95% confidence level. The farther that the graph extends past the beginning of the intervention, the less certain of the causal effect; hence, the larger the shaded area.Power BI R visualization


Hope this helps you with your marketing campaign analysis in your organization.

Use Power BI and R to Quickly Identify Business Insights

In statistics, the correlation coefficient or Pearson’s correlation is a measure the strength and direction of association that exists between two continuous variables. The value of correlation, r, is always between +1 and –1. To interpret its value, see which of the following values your correlation r is closest to:

  • Exactly 1. A perfect downhill (negative) linear relationship
  • 0.70. A strong downhill (negative) linear relationship
  • 0.50. A moderate downhill (negative) relationship
  • 0.30. A weak downhill (negative) linear relationship
  • 0. No linear relationship
  • +0.30. A weak uphill (positive) linear relationship
  • +0.50. A moderate uphill (positive) relationship
  • +0.70. A strong uphill (positive) linear relationship
  • Exactly +1. A perfect uphill (positive) linear relationship

Don’t make the mistake of thinking that a correlation of –1 is a bad thing, indicating no relationship. Just the opposite is true! A correlation of –1 means the data are lined up in a perfect straight line, the strongest negative linear relationship you can get. The “–” (minus) sign just happens to indicate a negative relationship, a downhill line. Most statisticians like to see correlations beyond at least +0.5 or –0.5 before drawing any conclusions. Additional information on Pearson’s correlation can be found here.

Putting it All to Use

This is all great knowledge, but how can we apply this in a business environment. When I worked for a casino, we kept a daily record of Coin In (gross sales), High Temp, Low Temp and Fuel price in an Excel spreadsheet and tried to find a correlation between these data points. Try find the correlation with this data.

Excel Casino data

With Power BI and R, we can make this association all that much faster and with slicer for interactivity to drill into the data points. I first downloaded the R Correlation Plot custom visual located here and then Excel spreadsheet from above imported into Power BI. I was then able easily identify the correlations in a matter of minutes.

Positive correlations are identified with increasingly dark blue circles, negative correlation is red. The greater the bigger and darker the circle. Selecting “Nov” from the calendar slicer, you will notice that the intersection between “Low Temp” has a positive correlation (blue circle), so the lower the temperature the less you will realize in coin in for the that month.

Power BI and R Correlation Plot

Selecting the “Jul” from the calendar slicer, and notice that the correlation is different.

In this case, the correlation is zero between temperature and coin in.

Power BI and R Correlation Plot image 2


Hope this helps you quickly identify business insights in your organization.