Power BI inventory valuation app

Path: Business functionality > Inventory > Inventory analytics > Power BI inventory valuation app · tier official · system inventory · narrative reviewed (checked by Opus)

Overview

The Power BI Inventory Valuation app gives executives and managers a view of inventory value across the organization. It helps them find the locations and items that hold the most stock value and make cost decisions based on that.

The section has a landing page that introduces the app, three reports, and one reference page. The Overview report gives a high-level view of total inventory value and movements. The by Item and by Location reports break value down item by item or location by location. Each shows beginning balance value, increases and decreases, and ending balance value for a chosen period.

Start with the landing page for the scope of the app, then open the report page that matches your question. Use the KPIs and measures page when you need the formulas and data sources behind the numbers in the semantic model.

Key points

• The app has three reports: Inventory Valuation Overview, Inventory Valuation by Item, and Inventory Valuation by Location.
• The Overview report shows Ending Balance Value, Ending Balance Posted to G/L, Variance, Invoiced Quantity, Increases Quantity and Decrease Qty.
• The by Item report shows beginning balance value, increases, decreases and ending balance value per item, to identify high-value items.
• The by Location report shows the same period values per location, to identify high-value locations.
• The KPIs and measures page lists the semantic model measures with formulas and data sources, such as Beginning Balance G/L, Cost Amount, Cost Posted to G/L and Variance.
• The by Item and by Location reports show values for a specified period.
• The intended audience is executives and managers making strategic and cost decisions.

Learn pages

• Inventory Valuation by Item (Power BI report): The Inventory Valuation by Item report shows item values on an item by item basis.
• Inventory Valuation by Location (Power BI report): The Inventory Valuation by Location report shows the item values on a location by location basis.
• Inventory Valuation KPIs and measures (Power BI): The Inventory Valuation App KPIs provides a page to clearly identify all KPIs and Measures used in the Inventory Valuation Report.
• Inventory valuation landing page (Power BI report): The Inventory Landing Page gives an overview of how the Inventory Report works.
• Inventory Valuation Overview (Power BI report): The Inventory Valuation Overview report shows item values on a location by location basis.

Videos, posts and code changes

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• #10285 [Extensibility Request] issue 29642: add Inventory Valuation events (code change): “Inventory Valuation report 10139 now exposes two integration events to let extensions skip items”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 37056 “Inventory Valuation Overview” · captioned “Inventory Valuation Overview (Power BI)”
• Page 37057 “Inventory Valuation by Item” · captioned “Inventory Valuation by Item (Power BI)”
• Page 37058 “Inventory Valuation by Loc.” · captioned “Inventory Valuation by Location (Power BI)”
• Page 37065 “Inventory Valuation Report” · captioned “Inventory Valuation Report (Power BI)”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.