Warehouse performance Power BI content

This article describes what's included in the Warehouse performance Microsoft Power BI content. It explains how to access the Power BI reports, and provides information about the data model and entities that are used to build the content.

Overview

The Warehouse performance Power BI content was created so that warehouse and operations managers can monitor important inbound, outbound, and inventory metrics. It uses Warehouse management, product, and other transactional data from your system, and provides both an aggregate view of warehouse performance and a breakdown for vendors, product groups and products, and site and warehouses.

Warehouse managers can use the Warehouse performance Power BI content to measure the following three areas:

• Inbound performance – Measure how well a vendor is performing against customer requirements (in other words, measure delivery performance), and measure put-away performance, so that you can identify issues that involve workers or items over a period. It's important that you know whether vendors are delivering on time, early, or late, so that you can determine how vendor performance is affecting overall put-away performance. A vendor that delivers outside the dates that were agreed on can put extra pressure on the warehouse because of unexpected work, and can increase the average put-away time.
• Shipping performance – Measure whether your warehouse is shipping in full and on time to customers (in other words, measure outbound shipping and delivery performance), so that you can identify any issues that involve products, sites or warehouses, or dedicated customers. If you find that you're shipping late to specific areas or towns, you might have to pay more attention to transportation or account management.
• Location inventory accuracy – Inventory accuracy is important internal warehouse business intelligence (BI). It's very important that you determine how accurately you're counting in general. However, it's also important that you determine how accurate you are at storing items in the correct locations, and that you highlight discrepancy data, so that you can find better positions for items or initiate total counting on specific items. (Currently, the new item-based counting functionality is delivered as a hotfix.) If you're using this Power BI content to determine the correctness of on-hand inventory data per location, you can also identify theft in your shops. You can also determine whether any locations have on-hand quantities that differ from enterprise resource planning (ERP) data. Those locations might be too large, or they might be impossible to count. Alternatively, some of the physical positioning might be bad, so that it's difficult to keep a single type of item in sync with on-hand data.

Accessing the Power BI content pack

The Warehouse performance Power BI content is shown on the Warehouse performance page (Warehouse management > Inquiries and reports > Warehouse performance analysis > Warehouse performance).

Metrics that are included in the Power BI content

The Warehouse performance Power BI content includes a report. This report consists of a set of metrics that are visualized as charts, tiles, and tables. The following table provides an overview of the visualizations in the Warehouse performance Power BI content.

Report page	Charts	Description
Inbound Performance	Total put aways	The number of put-away work lines that are processed during a given time.
Inbound Performance	Put away average time	The average time, in hours, for all purchase order put-away lines that are processed, from registration of the items until the last put is processed.
Inbound Performance	Received early	The number of purchase order lines that are received early.
Inbound Performance	Received on time	The number of purchase order lines that are received on time.
Inbound Performance	Received late	The number of purchase order lines that are received late.
Inbound Performance	On time by vendor	A view of the percentage of purchase order lines that are received from a vendor or vendor group early, on time, and late.
Inbound Performance	Dock to stock average put away (hours)	The average dock-to-stock put-away time in hours over time.
Inbound Performance	Average put away by worker	The average time, in hours, that a worker has been taking for put-away processing of purchase order lines.
Inbound Performance	Average put away hour by vendor	The average put-away time in hours by vendor or vendor group.
Inbound Performance	Average put away hour by product	The average put-away time in hours by item or item group.
Location inventory accuracy	Total count	The number of counting work lines that are processed for a given period.
Location inventory accuracy	Discrepancy rate	The total discrepancy rate as a percentage of all lines that are counted for a given period.
Location inventory accuracy	Count without discrepancy	Of the total number of counting work lines that are processed, the number of lines that are processed without any discrepancy.
Location inventory accuracy	Items counted over time	The percentage of items that are counted with and without discrepancy over time.
Location inventory accuracy	Item quantity discrepancy greater than %	A table view of counting lines that have discrepancies that exceed a specified percentage. The table includes information about locations, items, the average discrepancy, the total counting work lines that are counted, the number of counting lines that have discrepancies for the location, the average quantity that is counted, the expected total quantity that will be counted, and the actual item quantity that is counted.
Location inventory accuracy	Item count by worker	The counting performance of workers. Performance is expressed as a percentage of counting work lines that have and don't have discrepancies.
Location inventory accuracy	Item count by site / warehouse	Counting performance by the number of processed counting work lines by site or warehouse that have and don't have discrepancies.
Location inventory accuracy	Discrepancy rate by product	The discrepancy rate for counting performance. The rate is expressed as a percentage of processed counting work lines by item or item group.
Shipping performance	Lines shipped	The total number of shipment lines that are shipped over a given period.
Shipping performance	Early	The percentage of shipment lines that are shipped early.
Shipping performance	On time	The percentage of shipment lines that are shipped on time.
Shipping performance	Late	The percentage of shipment lines that are shipped late.
Shipping performance	Shipments over time	The percentage of shipment lines that are shipped on time, early, or late over a given period. A trend line shows the trend for lines that are shipped on time.
Shipping performance	Shipped late by city	A map visualization of cities and areas that are affected by late shipments.
Shipping performance	Shipped by product	The percentage that is shipped early, on time, or late by item or item group.
Shipping performance	Shipped by customer	The percentage that is shipped early, on time, or late by customer or customer group.
Shipping performance	Shipped by site / warehouse	The percentage that is shipped early, on time, or late by site or warehouse.

Understanding the data model and calculations

The following data is used to fill the report pages in the Warehouse performance Power BI content. This data is represented as aggregate measurements that are staged in the Entity store. The Entity store is a Microsoft SQL Server database that is optimized for analytics. For more information, see Power BI integration with Entity store.

The following key aggregate measurements are used as the basis of the content.

Report page	Charts	Tables	Calculation descriptions
Inbound Performance	Total put aways	WHSWorkLine	The count of work lines where the work type is put.
Inbound Performance	Put away average time	WHSWorkLine	The sum of work lines max. time divided by the count of work lines max. time, where work lines max. time is the maximum gap between the work created date and the closed date.
Inbound Performance	Received early	WHSWorkLine	The count of work lines where the work created date is earlier than the delivery date that is used. If the delivery confirmed date isn't set, use the default delivery date.
Inbound Performance	Received on time	WHSWorkLine	The count of work lines where the work created date is equal to the delivery date that is used. If the delivery confirmed date isn't set, use the default delivery date.
Inbound Performance	Received late	WHSWorkLine	The count of work lines where the work created date is later than the delivery date that is used. If the delivery confirmed date isn't set, use the default delivery date.
Inbound Performance	On time by vendor	WHSWorkLine	Received early, Received on time, and Received late (see the descriptions earlier in this table).
Inbound Performance	Dock to stock average put away (hours)	WHSWorkLine	Put away average time (see the description earlier in this table).
Inbound Performance	Average put away by worker	WHSWorkLine	Put away average time (see the description earlier in this table).
Inbound Performance	Average put away hour by vendor	WHSWorkLine	Put away average time (see the description earlier in this table).
Inbound Performance	Average put away hour by product	WHSWorkLine	Put away average time (see the description earlier in this table).
Location inventory accuracy	Total count	WHSWorkLineCycleCount	Cycle counts where the absolute discrepancy quantity is equal to or more than 0 (zero).
Location inventory accuracy	Discrepancy rate	WHSWorkLineCycleCount	Cycle counts that have discrepancies, divided by the total count. A cycle count is considered to have discrepancies if the absolute discrepancy quantity is more than 0 (zero).
Location inventory accuracy	Count without discrepancy	WHSWorkLineCycleCount	Cycle counts where the absolute discrepancy quantity is more than 0 (zero).
Location inventory accuracy	Count with discrepancy	WHSWorkLineCycleCount	Cycle counts where the absolute discrepancy quantity is equal to 0 (zero).
Location inventory accuracy	Items counted over time	WHSWorkLineCycleCount	Count without discrepancy and Count with discrepancy (See the descriptions earlier in this table.)
Location inventory accuracy	Item quantity discrepancy greater than %	WHSWorkLineCycleCount	The average discrepancy is the absolute discrepancy quantity divided by the expected quantity where the absolute discrepancy quantity is more than 0 (zero). The average discrepancy quantity is the average absolute discrepancy quantity where the absolute discrepancy quantity is more than 0 (zero). Count with discrepancy, Total count, Expected quantity, and Counted quantity where the whole quantity is grouped by item and location (see the descriptions earlier in this table).
Location inventory accuracy	Item count by worker	WHSWorkLineCycleCount	Count without discrepancy and Count with discrepancy (see the descriptions earlier in this table).
Location inventory accuracy	Item count by site / warehouse	WHSWorkLineCycleCount	Count without discrepancy and Count with discrepancy (see the descriptions earlier in this table).
Location inventory accuracy	Discrepancy rate by product	WHSWorkLineCycleCount	Discrepancy rate (see the description earlier in this table).
Shipping performance	Lines shipped	SalesLine	The count of sales lines where sales lines are shipped.
Shipping performance	Early	CustPackingSlipOnTimeStatus	Sales lines where the ship date status is 1 (Early). Early means that the ship date of the packing slip is earlier than the confirmed ship date of the sales line. If the confirmed ship date isn't set, use the requested ship date.
Shipping performance	On time	CustPackingSlipOnTimeStatus	Sales lines where the ship date status is 2 (On time). On time means that the ship date of the packing slip is equal to the confirmed ship date of the sales line. If the confirmed ship date isn't set, use the requested ship date.
Shipping performance	Late	CustPackingSlipOnTimeStatus	Sales lines where the ship date status is 3 (Late). Late means that the ship date of the packing slip is later than the confirmed ship date of the sales line. If the confirmed ship date isn't set, use the requested ship date.
Shipping performance	Shipments over time	SalesLine CustPackingSlipOnTimeStatus	Orders that are fully shipped, where the whole quantity of the sales line is shipped, plus Early, On time, and Late (see the descriptions earlier in this table).
Shipping performance	Shipped late by city	CustPackingSlipOnTimeStatus	Late (see the descriptions earlier in this table).
Shipping performance	Shipped by product	CustPackingSlipOnTimeStatus	Early, On time, and Late (see the descriptions earlier in this table).
Shipping performance	Shipped by customer	CustPackingSlipOnTimeStatus	Early, On time, and Late (see the descriptions earlier in this table).
Shipping performance	Shipped by site / warehouse	CustPackingSlipOnTimeStatus	Early, On time, and Late (see the descriptions earlier in this table).