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Power BI Inventory app semantic model

APPLIES TO: Generally available in Business Central 2024 release wave 2.

The semantic model in the Power BI Inventory app is organized in a Star Schema Model.

The fact tables contain information about individual transactions, such as item ledger entries, purchase and sales lines, production order lines, and warehouse activity from Business Central.

The dimension tables provide more context and attributes to the transactional data, such as item, customer, vendor, location, bin, lot, and serial number information.

Fact tables

Fact tables store transactional data and support summarizations such as SUM, AVG, COUNT, and more. The Power BI Inventory app includes several fact tables:

Assembly Headers

The app uses data from the following table:

  • Assembly Header

Table definition

Power BI field name Business Central field name Description
Document No. No. Specifies the number of the assembly order.
Status Status Specifies the status of the assembly order.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the assembly order unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the assembly item is measured.

Assembly Lines

The app uses data from the following table:

  • Assembly Line

Table definition

Power BI field name Business Central field name Description
Document No. Document No. Specifies the number of the assembly order that the line belongs to.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the assembly line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the assembly component is measured.

Item Ledger Entries

The app uses data from the following table:

  • Item Ledger Entry

Table definition

Power BI field name Business Central field name Description
Entry No. Entry No. Specifies the number of the item ledger entry.
Entry Type Entry Type Specifies the type of inventory transaction, such as purchase, sale, positive adjustment, or negative adjustment.
Expiration Date Expiration Date Specifies the date when the item on the entry expires.
Open Open Specifies whether the item ledger entry is still open for application.
Document No. Document No. Specifies the document number that created the item ledger entry.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the entry unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the item is measured.
Document Type Document Type Specifies the type of document that created the item ledger entry.

Planning Component Lines

The app uses data from the following table:

  • Planning Component

Table definition

Power BI field name Business Central field name Description
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the planning component unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the planning component is measured.

Prod Order Component Lines

The app uses data from the following table:

  • Prod. Order Component

Table definition

Power BI field name Business Central field name Description
Status Status Specifies the status of the production order that the component belongs to.
Document No. Prod. Order No. Specifies the number of the related production order.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the component unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the production order component is measured.

Production Order Lines

The app uses data from the following table:

  • Prod. Order Line

Table definition

Power BI field name Business Central field name Description
Status Status Specifies the status of the production order that the line belongs to.
Document No. Prod. Order No. Specifies the number of the related production order.
Starting Date Starting Date Specifies the date when production is planned to start.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the production order unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the produced item is measured.

Project Planning Lines

The app uses data from the following table:

  • Project Planning Line

Table definition

Power BI field name Business Central field name Description
Document No. Document No. Specifies the document number for the project planning line.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the planning line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the item on the project planning line is measured.

Purchase Lines

The app uses data from the following table:

  • Purchase Line

Table definition

Power BI field name Business Central field name Description
Document No. Document No. Specifies the document number of the purchase line.
Expected Receipt Date Expected Receipt Date Specifies the date when the purchased items are expected to be received.
Document Type Document Type Specifies the type of purchase document.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the purchase line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the purchased item is measured.

Requisition Line

The app uses data from the following table:

  • Requisition Line

Table definition

Power BI field name Business Central field name Description
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the requisition line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the requisition line item is measured.
Auxiliary Index 1 - Specifies an auxiliary index used by the semantic model for requisition line calculations.

Sales Lines

The app uses data from the following table:

  • Sales Line

Table definition

Power BI field name Business Central field name Description
Document No. Document No. Specifies the document number of the sales line.
Shipment Date Shipment Date Specifies the date when the items on the sales line are expected to ship.
Document Type Document Type Specifies the type of sales document.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the sales line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the sold item is measured.

Service Lines

The app uses data from the following table:

  • Service Line

Table definition

Power BI field name Business Central field name Description
Document No. Document No. Specifies the document number of the service line.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the service line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the service line item is measured.

Transfer Lines

The app uses data from the following table:

  • Transfer Line

Table definition

Power BI field name Business Central field name Description
Document No. Document No. Specifies the document number of the transfer line.
Receipt Date Receipt Date Specifies the date when the transfer-to location is expected to receive the items.
Transfer To Location Code Transfer-to Code Specifies the code of the location that the items are transferred to.
Transfer From Location Code Transfer-from Code Specifies the code of the location that the items are transferred from.
Shipment Date Shipment Date Specifies the date when the transfer-from location is expected to ship the items.
In Transit Location Code In-Transit Code Specifies the in-transit location code for the transfer.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the transfer line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit of the transferred item is measured.

Warehouse Activity Lines

The app uses data from the following table:

  • Warehouse Activity Line

Table definition

Power BI field name Business Central field name Description
Action Type Action Type Specifies whether the warehouse activity line is a take or place action.
Assemble to Order Assemble to Order Specifies whether the warehouse activity line is related to an assemble-to-order item.
ATO Component ATO Component Specifies whether the warehouse activity line handles an assemble-to-order component.
Quantity (Base) Qty. (Base) Specifies the quantity on the warehouse activity line in the base unit of measure.
Bin Key - Specifies a semantic model key that combines the bin code and location code.
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the warehouse activity unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit on the warehouse activity line is measured.

Warehouse Entries

The app uses data from the following table:

  • Warehouse Entry

Table definition

Power BI field name Business Central field name Description
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the warehouse entry unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit on the warehouse entry is measured.

Warehouse Journal Lines (From Bin)

The app uses data from the following table:

  • Warehouse Journal Line

Table definition

Power BI field name Business Central field name Description
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the warehouse journal line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit on the warehouse journal line is measured.

Warehouse Journal Lines (To Bin)

The app uses data from the following table:

  • Warehouse Journal Line

Table definition

Power BI field name Business Central field name Description
Quantity Per Unit of Measure Qty. per Unit of Measure Specifies the number of base units in the warehouse journal line unit of measure.
Unit of Measure Code Unit of Measure Code Specifies how each unit on the warehouse journal line is measured.

Dimension tables

The star schema model uses dimension tables and you can filter and group data.

ABC Classification

The app builds this table in the semantic model from the following tables:

  • ABC Analysis Setup

Table definition

Power BI field name Business Central field name Description
ABC Class - Specifies the ABC class used to group items by sales contribution.
Class Boundaries - Specifies the lower and upper percentage boundaries for each ABC class in Power BI.

Bin

The app uses data from the following table:

  • Bin

Table definition

Power BI field name Business Central field name Description
Bin Description Description Specifies the description of the bin.
Bin Type Code Bin Type Code Specifies the bin type code that defines how the bin is used in warehouse activities.
Bin Code Code Specifies the code of the bin.
Adjustment Bin - Specifies whether the bin is the adjustment bin for the location in Power BI.
Bin Zone Code Zone Code Specifies the zone code that the bin belongs to.

Customer

The app uses data from the following table:

  • Customer

Table definition

Power BI field name Business Central field name Description
Customer No. & Name - Specifies a combination of customer number and customer name in Power BI.
Customer No. No. Specifies the number of the customer.
Customer Name Name Specifies the name of the customer.
Customer Address Address Specifies the address of the customer.
Customer Address 2 Address 2 Specifies additional address information.
Customer City City Specifies the city of the customer.
Customer Post Code Post Code Specifies the postal code.
Customer State County Specifies the state, province, or county as part of the address.
Customer Country/Region Code Country/Region Code Specifies the country/region of the address.
Customer Posting Group Customer Posting Group Specifies the customer's posting group.
Customer Price Group Customer Price Group Specifies the customer price group.
Customer Discount Group Customer Disc. Group Specifies the customer discount group.

Item

The app uses data from the following tables:

  • Item
  • Item Category

Table definition

Power BI field name Business Central field name Description
Item No. & Description - Specifies a combination of item number and item description in Power BI.
Item No. No. Specifies the number of the item.
Item Description Description Specifies the description of the item.
Item Base Unit of Measure Base Unit of Measure Specifies the base unit used to measure the item.
Item Unit Cost (LCY) Unit Cost Specifies the unit cost of the item in the local currency.
Item Inventory Posting Group Inventory Posting Group Specifies the inventory posting group for the item.
Item Routing No. Routing No. Specifies the routing number used to produce the item.
Item Production BOM No. Production BOM No. Specifies the production BOM number used to produce the item.
Item Replenishment System Replenishment System Specifies the replenishment system that supplies the item.
Item Single-Level Cap. Ovhd Cost Single-Level Cap. Ovhd Cost Specifies the single-level capacity overhead cost of the item.
Item Single-Level Capacity Cost Single-Level Capacity Cost Specifies the single-level capacity cost of the item.
Item Single-Level Material Cost Single-Level Material Cost Specifies the single-level material cost of the item.
Item Single-Level Mfg. Ovhd Cost Single-Level Mfg. Ovhd Cost Specifies the single-level manufacturing overhead cost of the item.
Item Single-Level Subcontrd. Cost Single-Level Subcontrd. Cost Specifies the single-level subcontracted cost of the item.
Item Single-Lvl Mat. Non-Invt. Cost Single-Lvl Mat. Non-Invt. Cost Specifies the single-level material non-inventory cost of the item.
Item Rolled-up Cap. Overhead Cost Rolled-up Cap. Overhead Cost Specifies the rolled-up capacity overhead cost of the item.
Item Rolled-up Capacity Cost Rolled-up Capacity Cost Specifies the rolled-up capacity cost of the item.
Item Rolled-up Mat. Non-Invt. Cost Rolled-up Mat. Non-Invt. Cost Specifies the rolled-up material non-inventory cost of the item.
Item Rolled-up Material Cost Rolled-up Material Cost Specifies the rolled-up material cost of the item.
Item Rolled-up Mfg. Ovhd Cost Rolled-up Mfg. Ovhd Cost Specifies the rolled-up manufacturing overhead cost of the item.
Item Rolled-up Subcontracted Cost Rolled-up Subcontracted Cost Specifies the rolled-up subcontracted cost of the item.
Item Scrap % Scrap % Specifies the percentage of the item that is expected to be scrapped during production.

Item Availability Filter

The app builds this table in the semantic model from the following tables:

  • Date

Table definition

Power BI field name Business Central field name Description
View As - Specifies whether item availability values show net change or balance at date in Power BI.
Ordinal - Specifies the sort order for the item availability view options in Power BI.

Item Category

The app uses data from the following table:

  • Item Category

Table definition

Power BI field name Business Central field name Description
Item Category Code Code Specifies the code for the item category.
Item Category Description Description Specifies the description of the item category.

Location

The app uses data from the following table:

  • Location

Table definition

Power BI field name Business Central field name Description
Location Code Code Specifies the code of the inventory location.
Location Name Name Specifies the name of the inventory location.
Location Adjustment Bin Code - Specifies a semantic model key that combines the adjustment bin code and location code.

Lot No

The app builds this table in the semantic model from the following tables:

  • Item Ledger Entry

Table definition

Power BI field name Business Central field name Description
Lot No. Lot No. Specifies the lot number assigned to item ledger and warehouse transactions.

Serial No

The app builds this table in the semantic model from the following tables:

  • Item Ledger Entry

Table definition

Power BI field name Business Central field name Description
Serial No. Serial No. Specifies the serial number assigned to item ledger and warehouse transactions.

Vendor

The app uses data from the following table:

  • Vendor

Table definition

Power BI field name Business Central field name Description
Vendor No. & Name - Specifies a combination of vendor number and vendor name in Power BI.
Vendor No. No. Specifies the number of the vendor.
Vendor Name Name Specifies the name of the vendor.
Vendor Address Address Specifies the address of the vendor.
Vendor Address 2 Address 2 Specifies additional address information.
Vendor City City Specifies the city of the vendor.
Vendor Post Code Post Code Specifies the postal code.
Vendor State County Specifies the state, province, or county as part of the address.
Vendor Country/Region Code Country/Region Code Specifies the country/region of the address.
Vendor Posting Group Vendor Posting Group Specifies the vendor's posting group.

Zone

The app uses data from the following table:

  • Zone

Table definition

Power BI field name Business Central field name Description
Zone Description Description Specifies the description of the zone.
Zone Bin Type Code Bin Type Code Specifies the bin type code used for bins in the zone.
Zone Code Code Specifies the code of the zone.

Tip

You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.

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