Power BI purchasing app

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

Overview

The Power BI Purchases app delivers purchasing analytics for executives, procurement teams and purchasing agents. It has reports on spending, vendor performance, budgets and purchasing trends. The app page lists the reports and is the best starting point.

The reports fall into groups. Overview and breakdown: Purchases Overview, Purchases Decomposition, and Purchases by Item, Location, Purchaser and Vendor. Time-based: Daily Purchases, Moving Averages, Moving Annual Total, Period-Over-Period, Year-Over-Year and Actual vs. Budget. Forward-looking and diagnostic: Purchase Forecasting and Key Purchase Influencers. Quotes, returns and vendors: Purchase Quote Overview, Purchases Return Overview and Vendor Quality Analysis.

Two reference pages sit behind the reports. The semantic model page describes the star schema of fact and dimension tables. The KPIs and measures page explains the calculations. Use them when you need to know where a figure comes from.

Key points

• The app serves executives, procurement teams and purchasing agents with reports on spending, vendor performance, budgets and trends.
• The semantic model uses a star schema. Facts are purchase budgets, invoices, credit memos and value entries. Dimensions are vendors, items, projects and purchasers.
• Trend reports: Moving Annual Total covers the last 12 months, Moving Averages uses 30-day averages, and Period-Over-Period and Year-Over-Year compare against earlier periods.
• Actual vs. Budget reports budget amount variance and variance % by item category.
• Purchase Forecasting predicts three months ahead from six months of history, using monthly seasonality, with vendor and item category dimensions.
• Key Purchase Influencers uses the Key Influencers visual and a Top Segments tab for AI-driven analysis of purchase drivers.
• Purchases Return Overview and Vendor Quality Analysis cover return rates, credits, spend reliance, item reliance, discount % and single-supplier items.
• Purchases Overview shows outstanding invoices, outstanding orders and amounts received but not invoiced. Purchase Quote Overview tracks quote counts, quantities and amounts.

Learn pages

• Actual vs. Budget (Power BI Report): The Actual vs. Budget report provides a clear overview of your organization’s purchase performance by comparing actual purchase amount and quantity with the budget figures.
• Daily Purchases (Power BI Report): The Daily Purchases report provides a comprehensive overview of your organization’s purchase activities on specific days.
• Key Purchase Influencers (Power BI Report): Identify and analyze factors that influence purchasing performance. Explore the most impactful variables and trends based on purchase data.
• Moving Annual Total (MAT) (Power BI Report): The Moving Annual Total (MAT) report calculates a total of purchase over the last 12 months.
• Moving Averages (Power BI Report): The Moving Averages report provides a comprehensive overview of your organization’s average purchase over a 30-day period.
• Period-Over-Period (Power BI Report): The Period-Over-Period report provides valuable insights into your organization’s purchasing performance over time
• Power BI Purchase app: The Power BI Purchases app provides comprehensive analytics on purchases to stakeholders at all levels of your organization.
• Power BI Purchases app semantic model: Learn about the fact and dimension tables and visible fields in the Power BI Purchases app semantic model for Business Central reports.
• Purchase Forecasting (Power BI Report): The Purchase Forecasting report predicts future purchasing trends to anticipate supply chain requirements.
• Purchase Quote Overview (Power BI Report): The Purchase Quote Overview report gives a clear picture of your organization’s purchase quotes.
• Purchases by Item (Power BI Report): The Purchases by Item report gives a clear picture of your organization’s item purchases.
• Purchases by Location (Power BI Report): The Purchases by Location report provides an overview of purchasing activities by location.
• Purchases by Purchaser (Power BI Report): The Purchases by Purchaser report provides a detailed overview of purchasing activities by purchaser.
• Purchases by Vendor (Power BI Report): The Purchases by Vendor report provides an overview of purchasing activities by vendor.
• Purchases Decomposition (Power BI Report): The Purchases Decomposition report provides a comprehensive breakdown of your total purchase amount by item categories, vendors, fiscal periods, and document types.
• Purchases KPIs and measures (Power BI): Get an overview of all the KPIs and measures in the semantic model for the Purchases Power BI app.
• Purchases Overview (Power BI Report): The Purchases Overview report gives a clear picture of your organization’s purchasing activities.
• Purchases Return Overview (Power BI Report): The Purchase Return Overview report gives a clear picture of your organization’s purchase returns.
• Vendor Quality Analysis (Power BI Report): The Vendor Quality Analysis report provides insights into your organization’s vendor performance and quality metrics.
• Year-Over-Year (Power BI Report): The Year-Over-Year report is an important tool that business leaders use to analyze purchasing performance and track spending trends over time.

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 36951 “PowerBI Reports Setup” · captioned “Power BI Reports Setup” · on Table 36951 “PowerBI Reports Setup”
• Page 37009 “Purchases Overview” · captioned “Purchases Overview (Power BI)”
• Page 37010 “Purchases Decomposition” · captioned “Purchases Decomposition (Power BI)”
• Page 37011 “Daily Purchases” · captioned “Daily Purchases (Power BI)”
• Page 37012 “Purchases Moving Averages” · captioned “Purchases Moving Averages (Power BI)”
• Page 37013 “Purchases Moving Annual Total” · captioned “Purchases Moving Annual Total (Power BI)”
• Page 37014 “Purchases Period-Over-Period” · captioned “Purchases Period-Over-Period (Power BI)”
• Page 37015 “Purchases Year-Over-Year” · captioned “Purchases Year-Over-Year (Power BI)”
• Page 37016 “Purchases by Item” · captioned “Purchases by Item (Power BI)”
• Page 37017 “Purchases by Purchaser” · captioned “Purchases by Purchaser (Power BI)”
• Page 37018 “Purchases by Vendor” · captioned “Purchases by Vendor (Power BI)”
• Page 37019 “Purchases by Location” · captioned “Purchases by Location (Power BI)”
• Page 37020 “Purch. Actual vs. Budget Qty.” · captioned “Purchase Actual vs. Budget Quantity (Power BI)”
• Page 37021 “Purch. Actual vs. Budget Amt.” · captioned “Purchases Actual vs. Budget Amount (Power BI)”
• Page 37061 “Purchases Report” · captioned “Purchases Report (Power BI)”
• Page 37112 “Purchase Forecasting” · captioned “Purchase Forecasting (Power BI)”
• Page 37115 “Vendor Quality Analysis” · captioned “Vendor Quality Analysis (Power BI)”
• Page 37116 “Purchase Return Overview” · captioned “Purchase Return Overview (Power BI)”
• Page 37117 “Key Purchase Influencers” · captioned “Key Purchase Influencers (Power BI)”
• Page 37118 “Purchase Quote Overview” · captioned “Purchase Quote Overview (Power BI)”

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