Power BI Pro: IN Inventory Transaction
_IN_Transaction: Power BI Pro Templates
This page describes DataSelf Pro’s customizable Power BI Templates for IN Inventory Transaction.
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).
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)”
Slices of the main report: “Power BI Workbook name (pbix file)”: “Power BI Worksheet name (view name)”
E.g.:
“Company - Adjustments by Month: Core” report can be found in the “Core” worksheet on the “Company - Adjustments by Month.pbix” workbook. In Power BI Tenant, search for “Company - Adjustments by Month”, then click the “Core” view.
“Company - Adjustments by Month: Item” report can be found in the “Item” worksheet on the “Company - Adjustments by Month.pbix” workbook. In Power BI Tenant, search for “Company - Adjustments by Month”, then click the “Item” view.
Report List
Item - No Recent Transactions: Core (1 KPI)
Item - No Recent Transactions: Item Cat (1 KPI)
Item - No Recent Transactions: Whse (1 KPI)
Item - Sales by Month: Company (1 KPI)
Item - Sales by Month: Core (1 KPI)
Item - Sales by Month: Item Cat (1 KPI)
Item - Sales by Month: Tran Details (1 KPI)
Item - Sales by Month: Whse (1 KPI)
Item - Transfers by Month: Company (1 KPI)
Item - Transfers by Month: Core (1 KPI)
Item - Transfers by Month: Item Cat (1 KPI)
Item - Transfers by Month: Tran Details (1 KPI)
Item - Transfers by Month: Whse (1 KPI)
QA IN Transaction: Company (1 KPI)
QA IN Transaction: Item (1 KPI)
QA IN Transaction: Item Cat (1 KPI)
QA IN Transaction: Tran Group (1 KPI)
QA IN Transaction: Whse (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.