Power BI Pro: PO Purchase Order
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_PO_Purchase_Order: Power BI Pro Templates
This page describes DataSelf Pro’s customizable Power BI Templates for PO Purchase Order.
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., “Avg Unit Cost by PO Month: Item” dashboard can be found in the “Item” worksheet on the “Avg Unit Cost by PO Month.pbix” workbook. In Power BI Tenant, search for “Avg Unit Cost by PO Month”, then click the “Item” view.
Dashboard List
Avg Unit Cost by PO Month: Item (2 KPIs)
Avg Unit Cost by PO Month: Vendor (2 KPIs)
Top Products by Open Qty and PO Date: Item (2 KPIs)
Top Products by Open Qty and PO Date: Vendor (2 KPIs)
DataSelf Analytics: PO late & Pending Panel (2 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)”
Slices of the main report: “Power BI Workbook name (pbix file)”: “Power BI Worksheet name (view name)”
E.g.:
“Company - Avg, Min and Max Unit Cost by PO Date: Core” report can be found in the “Core” worksheet on the “Company - Avg, Min and Max Unit Cost by PO Date.pbix” workbook. In Power BI Tenant, search for “Company - Avg, Min and Max Unit Cost by PO Date”, then click the “Core” view.
“Company - Avg, Min and Max Unit Cost by PO Date: Vendor” report can be found in the “Vendor” worksheet on the “Company - Avg, Min and Max Unit Cost by PO Date.pbix” workbook. In Power BI Tenant, search for “Company - Avg, Min and Max Unit Cost by PO Date”, then click the “Vendor” view.
Report List
Item - Open PO Details per PO Month: Core (1 KPI)
Item - Open PO Details per PO Month: Receipt Status (1 KPI)
Item - Open PO Details per PO Month: Vendor (1 KPI)
Item - Open PO Details per PO Month: Whse (1 KPI)
Item - Open Qty by Item: Core (1 KPI)
Item - Open Qty by Item: Details (1 KPI)
Item - Open Qty by Item: Vendor (1 KPI)
Item - Open Qty by Item: Whse (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: Core (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: PO Number (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: Vendor (1 KPI)
Item - Open, Received and PO Qty for Partially Received POs: Whse (1 KPI)
Vendor - Open Qty by Item and Days Late: Core (1 KPI)
Vendor - Open Qty by Item and Days Late: Details (1 KPI)
Vendor - Open Qty by Item and Days Late: 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 Purchase Order 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.