Power BI Inventory Valuation app KPIs and measures

APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).

This page provides a list of all Key Performance Indicators (KPIs) included in the semantic model for the Power BI Inventory Valuation report.

Explore the list of KPIs below to learn more about how they can help you achieve your business goals.

Each KPI is described, including how it is calculated and what data was used in the calculations.

Value Entries Table

Beginning Balance G/L

Formula

  • This measure calculates the cumulative Cost Posted to G/L for dates before the earliest date in the current context, allowing visibility into costs posted up to the start of the selected period.

Data Sources

  • Value Entry

Beginning Balance G/L (Expected)

Formula

  • This measure calculates the cumulative Cost Posted to G/L (Expected) for dates before the earliest date in the current context, allowing visibility into costs posted up to the start of the selected period.

Data Sources

  • Value Entry

Beginning Balance Qty

Formula

  • This measure calculates the cumulative Invoiced Qty for dates before the earliest date in the current context, allowing visibility into quantities posted up to the start of the selected period.

Data Sources

  • Value Entry

Beginning Balance Value

Formula

  • This measure calculates the cumulative Cost Amount (Actual) for dates before the earliest date in the current context, providing the total value up to the start of the selected period.

Data Sources

  • Value Entry

Beginning Balance Value (Expected)

Formula

  • This measure calculates the cumulative Cost Amount (Expected) for dates before the earliest date in the current context, providing the total expected value up to the start of the selected period.

Data Sources

  • Value Entry

Beginning Balance Value Expected Cost Included

Formula
Beginning Balance Value + Beginning Balance Value (Expected)

Data Sources

  • Value Entry

Beginning Cost Posted to G/L (Expected)

Formula

  • This measure calculates the cumulative Cost Posted to G/L (Expected) for dates before the earliest date in the current context, providing the total expected cost posted to G/L up to the start of the selected period.

Data Sources

  • Value Entry

Cost Amount (Actual)

Formula

  • This measure calculates the total sum of the Cost Amt. (Actual) column in the Value Entries table.

Data Sources

  • Value Entry

Cost Amount (Expected)

Formula

  • This measure calculates the total sum of the Cost Amt. (Expected) column in the Value Entries table.

Data Sources

  • Value Entry

Cost Posted to G/L

Formula

  • This measure calculates the total sum of the Cost Posted to G/L column in the Value Entries table.

Data Sources

  • Value Entry

Cost Posted to G/L (Expected)

Formula

  • This measure calculates the total sum of the Expected Cost Posted to G/L column in the Value Entries table.

Data Sources

  • Value Entry

Decrease Qty.

Formula

  • This measure calculates the total sum of the Invoiced Quantity column from the Value Entries table, but only for rows where the Item Ledger Entry Type is one of the following: Sale, Negative Adjustment, Consumption, or Assembly Consumption. This measure captures quantities associated with these specific entry types that represent decreases in inventory.

Data Sources

  • Value Entry

Decreases Value

Formula

  • This measure calculates the total sum of the Cost Amt. (Actual) column from the Value Entries table, but only for rows where the Item Ledger Entry Type is one of the following: Sale, Negative Adjustment, Consumption, or Assembly Consumption. This measure reflects the cost associated with these specific entry types that represent decreases in inventory.

Data Sources

  • Value Entry

Decreases Value (Expected)

Formula

  • This measure calculates the total sum of the Cost Amt. (Expected) column from the Value Entries table, but only for rows where the Item Ledger Entry Type is one of the following: Sale, Negative Adjustment, Consumption, or Assembly Consumption. This measure reflects the expected cost associated with these specific entry types that represent decreases in inventory.

Data Sources

  • Value Entry

Decrease Value Expected Cost Included

Formula
Decrease Value + Decrease Value (Expected)

Data Sources

  • Value Entry

Ending Balance Expected Cost Included

Formula Ending Balance Value + Ending Balance Value (Expected)

Data Sources

  • Value Entry

Ending Balance Qty.

Formula
Beginning Balance Qty. + Net Balance Qty.

Data Sources

  • Value Entry

Ending Balance Value

Formula
Beginning Balance Value + Net Balance Value

Data Sources

  • Value Entry

Ending Balance Value (Expected)

Formula
Beginning Balance Value (Expected) + Net Balance Value

Data Sources

  • Value Entry

Ending Cost Posted to G/L (Expected)

Formula Beginning Cost Posted to G/L (Expected) + Cost Posted to G/L (Expected)

Data Sources

  • Value Entry

Ending Cost Posted to G/L Expected Cost Included

Formula Ending Balance Posted to G/L (Expected) + Ending Balance Posted to G/L

Data Sources

  • Value Entry

Increase Value Expected Cost Included

Formula Increases Value + Increases Value (Expected)

Data Sources

  • Value Entry

Increases Qty.

Formula

  • This measure calculates the total sum of the Invoiced Quantity column from the Value Entries table, but only for rows where the Item Ledger Entry Type is one of the following: Purchase, Positive Adjustment, Output, or Assembly Output. This measure reflects the quantity associated with these entry types that represent increases in inventory.

Data Sources

  • Value Entry

Increases Value

Formula

  • This measure calculates the total sum of the Cost Amt. (Actual) column from the Value Entries table, but only for rows where the Item Ledger Entry Type is one of the following: Purchase, Positive Adjustment, Output, or Assembly Output. This measure reflects the value associated with these entry types that represent increases in inventory value.

Data Sources

  • Value Entry

Increases Value (Expected)

Formula

  • This measure calculates the total sum of the Cost Amt. (Expected) column from the Value Entries table, but only for rows where the Item Ledger Entry Type is one of the following: Purchase, Positive Adjustment, Output, or Assembly Output. This measure reflects the expected value associated with these entry types that represent increases in inventory value.

Data Sources

  • Value Entry

Ending Balance Posted to G/L

Formula
Beginning Balance G/L + Net Balance G/L

Data Sources

  • Value Entry

Ending Balance Posted to G/L (Expected)

Formula Beginning Balance G/L (Expected) + Net Balance G/L (Expected)

Data Sources

Invoiced Quantity

Formula

  • This measure calculates the total sum of the Invoiced Quantity column from the Value Entries table.

Data Sources

  • Value Entry

Net Balance G/L

Formula

  • This measure calculates the total sum of the Cost Posted to G/L column from the Value Entries table.

Data Sources

  • Value Entry

Net Balance G/L (Expected)

Formula

  • This measure calculates the total sum of the Expected Cost Posted to G/L column from the Value Entries table.

Data Sources

  • Value Entry

Net Balance Qty

Formula

  • This measure calculates the total sum of the Invoiced Quantity column from the Value Entries table.

Data Sources

  • Value Entry

Net Balance Value

Formula

  • This measure calculates the total sum of the Cost Amount (Actual) column from the Value Entries table.

Data Sources

  • Value Entry

Net Balance Value (Expected Included)

Formula
Ending Balance Expected Cost Included - Beginning Balance Value Expected Cost Included

Data Sources

  • Value Entry

Net Balance Value (Expected)

Formula

  • This measure calculates the total sum of the Cost Amount (Expected) column from the Value Entries table.

Data Sources

  • Value Entry

Variance

Formula
Ending Balance Posted to G/L - Ending Balance Value

Data Sources

  • Value Entry

Variance Exp

Formula
Ending Cost Posted to G/L Expected Cost Included - Ending Balance Expected Cost Included

Data Sources

  • Value Entry
Tip

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.

See also

Track KPIs with Power BI metrics
Power BI Inventory Valuation app
Ad hoc analysis of inventory data
Built-in inventory and warehouse reports
Inventory analytics overview
Inventory overview

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