Power BI Enterprise: IN Inventory Planning
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IN_Inventory_Planning: Power BI Enterprise Templates
This page describes DataSelf Enterprise’s customizable Power BI Templates for IN Inventory Planning.
KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Semantic Model measure (e.g., Cost of Sales from the _SI_SalesInvoice Semantic Model); a Semantic Model dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).
Dashboards
A Power BI Dashboard contains one or more Power BI Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Power BI Workbook name (pbix file)”: “Power BI Dashboard name (view name)”
E.g., “DataSelf for Inventory Planning: Item Raw Data” dashboard can be found in the “Item Raw Data” worksheet on the “DataSelf for Inventory Planning.pbix” workbook. In Power BI Tenant, search for “DataSelf for Inventory Planning”, then click the “Item Raw Data” view.
Dashboard List
DataSelf for Inventory Planning: Item Raw Data (5 KPIs)
Reports
A Power BI Report is a Power BI Worksheet with a grid or chart. Report Naming Convention:
Main report of a Workbook: “Power BI Workbook name (pbix file)”
E.g.: “DataSelf for Inventory Planning: Days of Stock” report can be found in the “Days of Stock” worksheet on the “DataSelf for Inventory Planning.pbix” workbook. In Power BI Tenant, search for “DataSelf for Inventory Planning”, then click the “Days of Stock” view.
Report List
DataSelf for Inventory Planning: Days of Stock (1 KPI)
DataSelf for Inventory Planning: IN On Hand Today (1 KPI)
DataSelf for Inventory Planning: Inventory Planning (1 KPI)
DataSelf for Inventory Planning: Open PO (1 KPI)
DataSelf for Inventory Planning: Qty on Hand Projection (1 KPI)
DataSelf for Inventory Planning: Qty on Hand Detailed Projection (1 KPI)
DataSelf for Inventory Planning: Sales (1 KPI)
Semantic Model
Semantic Models allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Semantic Model will contain data from your inventory management system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Power BI Semantic Model contains data and a data model that prepares your raw data for powerful reporting. Semantic Models include dimensions, hierarchies, measures, and parameters that can be used in reporting. Semantic Models' data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Power BI Desktop.
Subject to change without notice. The actual templates can be slightly different than the documented ones.