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Power BI Projects app KPIs and measures

  • Άρθρο

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 Projects 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.

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.

Project Measures

% Invoiced

Formula
% Invoiced = Billable (Invoiced Price) / Billable (Total Price)

Data Sources

  • Job Ledger Entry
  • Job Planning Line

% Complete

Formula
% Complete = Actual (Total Cost) / Budget (Total Cost)

Data Sources

  • Job Ledger Entry
  • Job Planning Line

Duration (Days)

Formula
The Duration (Days) measure calculates the number of days between the earliest starting date and latest ending date for a given project in the Project table.

Data Sources

  • Job

Project Count

Formula
The Project Count measure counts the total number of projects in the Project table.

Data Sources

  • Job

Realization %

Formula
Realization % = Billable (Invoiced Price) / Actual (Total Price)

Data Sources

  • Job Ledger Entry

Realization Variance

Formula
Realization Variance = Billable (Invoiced Price) - Actual (Total Price)

Data Sources

  • Job Ledger Entry
  • Job Planning Line

Tasks Count

Formula
The Tasks Count measure counts the number of rows in the Tasks table that where the Project Task Type has a value of "Posting".

Data Sources

  • Job Task

Profit

Actual Profit

Formula
Actual Profit = Billable (Invoiced Price) - Actual (Total Cost)

Data Sources

  • Job Ledger Entry

Actual Profit Margin %

Formula
Actual Profit Margin % = Actual Profit Margin % / Billable (Invoiced Price)

Data Sources

  • Job Ledger Entry

Budget Profit

Formula
Budget Profit = - Budget (Total Price) - Budget (Total Cost)

Data Sources

  • Job Ledger Entry
  • Job Planning Line

Budget Profit Margin %

Formula
Budget Profit Margin % = Budget Profit / Budget (Total Price)

Data Sources

  • Job Ledger Entry
  • Job Planning Line

Project Ledger Measures

Actual (Total Price)

Formula
The Actual (Total Price) measure calculates the total actual cost of project entries by calculating the total price (in local currency) in the Project Ledger Entry table and selecting only those entries with an entry type of "Usage". The result of this calculation is then converted to a positive value.

Data Sources

  • Job Ledger Entry

Billable (Invoiced Price)

Formula
The Billable (Invoiced Price) measure shows the total invoiced price of billable project entries by calculating the total price (in local currency) in the Project Ledger Entry table and selecting only those entries with an entry type of "Sale", which indicates that the project entry is billable.

Data Sources

  • Job Ledger Entry

Invoiced (Total Cost)

Formula
The Invoiced (Total Cost) measure calculates the total cost of all project ledger entries where the entry type is "Sale" in the Project Ledger Entry table.

Data Sources

  • Job Ledger Entry

Invoiced (Total Price)

Formula
The Invoiced (Total Price) measure calculates the total price of all project ledger entries where the entry type is "Sale" in the Project Ledger Entry table.

Data Sources

  • Job Ledger Entry

Quantity

Formula
The Quantity measure calculates the total quantity of a product or service used in a project by summing the quantity in the Project Ledger Entry table and converting the measure to a postive value.

Data Sources

  • Job Ledger Entry

Total Price

Formula
The Total Price measure calculates the total price of all project ledger entries in the Project Ledger Entry table. It uses the SUMX function to iterate over each row in the table and multiply the quantity and unit price (in local currency) columns for each row. The results of each multiplication are then summed up to produce the total price.

Data Sources

  • Job Ledger Entry

Usage

Actual (Total Cost)

Formula
The Actual (Total Cost) measure calculates the total cost (in local currency) of all project ledger entries where the type is "Usage" in the Project Ledger Entry table.

Data Sources

  • Job Ledger Entry

Gen. Journal Usage (Total Cost)

Formula
The Gen. Journal Usage (Total Cost) measure calculates the total cost of all project ledger entries where the type is "G/L Account" in the Project Ledger Entry table.

Data Sources

  • Job Ledger Entry

Labour Usage (Total Cost)

Formula
The Labour Usage (Total Cost) measure calculates the total cost of all project ledger entries where the type is "Resource" in the Project Ledger Entry table.

Data Sources

  • Job Ledger Entry

Material Usage (Total Cost)

Formula
The Material Usage (Total Cost) measure calculates the total cost of all project ledger entries where the type is "Item" in the Project Ledger Entry table.

Data Sources

  • Job Ledger Entry

Planning Line Measures

Billable (Total Cost)

Formula
The Billable (Total Cost) measure calculates the total cost (in local currency) of all project planning lines where the line type is "Billable" or "Both Budget and Billable" in the Project Planning Line table.

Data Sources

  • Job Planning Line

Billable (Total Price)

Formula
The Billable (Total Price) measure calculates the total price (in local currency) of all project planning lines where the line type is "Billable" or "Both Budget and Billable" in the Project Planning Line table.

Data Sources

  • Job Planning Line

Budget (Total Cost)

Formula
The Budget (Total Cost) measure represents the budgeted cost of resources to be used in a project by calculating the total cost (in local currency) in the Project Planning Line table and selecting only those lines with a line type of "Budget" or "Both Budget and Billable".

Data Sources

  • Job Ledger Entry

Budget (Total Price)

Formula
The Budget (Total Price) measure represents the budgeted price of resources to be used in a project by calculating the total price (in local currency) in the Project Planning Line table and selecting only those lines with a line type of "Budget" or "Both Budget and Billable".

Data Sources

  • Job Planning Line

Planning Line Quantity

Formula
The Planning Line Quantity measure calculates the sum of the quantity column in the Project Planning Line table.

Data Sources

  • Job Planning Line

Planning Line Quantity

Formula
The Planning Line Quantity measure calculates the sum of the quantity column in the Project Planning Line table.

Data Sources

  • Job Planning Line

Planning Line Total Cost (LCY)

Formula
The Planning Line Total Cost (LCY) measure calculates the total cost of all project planning lines in the Project Planning Line table. It uses the SUMX function to iterate over each row in the table and multiply the quantity and unit cost (in local currency) columns for each row. The results of each multiplication are then summed up to produce the total cost.

Data Sources

  • Job Planning Line

Planning Line Total Price (LCY)

Formula
The Planning Line Total Price (LCY) measure calculates the total price of all project planning lines in the Project Planning Line table. It uses the SUMX function to iterate over each row in the table and multiply the quantity and unit price (in local currency) columns for each row. The results of each multiplication are then summed up to produce the total price.

Data Sources

  • Job Planning Line

Total Cost Variance to Budget

Formula
Total Cost Variance to Budget = Actual (Total Cost) - Budget (Total Cost)

Data Sources

  • Job Ledger Entry

Total Cost Variance to Budget %

Formula
Total Cost Variance to Budget % = Total Cost Variance to Budget % / Budget (Total Cost)

Data Sources

  • Job Ledger Entry

Purchase Measures

Amount on PO

Formula
The Amount on PO measure calculates the sum of the amount (in local currency) column in the Purchases table.

Data Sources

  • Purchase Line

Amount Rcvd. Not Invoiced

Formula
The Amount Rcvd. Not Invoiced measure calculates the total amount of purchases that have been received but not yet invoiced in the Purchases table.

Data Sources

  • Purchase Line

Amount Rcvd. Not Invoiced

Formula
The Amount Rcvd. Not Invoiced measure calculates the total amount of purchases that have been received but not yet invoiced in the Purchases table.

Data Sources

  • Purchase Line

Outstanding Amt. on PO

Formula
The Outstanding Amt. on PO measure calculates the total amount of outstanding purchase orders in the Purchases table.

Data Sources

  • Purchase Line

Purchase Order Count

Formula
The Purchase Order Count measure calculates the total number of purchase orders in the Purchases table. It uses the CALCULATE function to filter the table and returns the distinct count of the "Document No." column for the filtered rows.

Data Sources

  • Purchase Line

Quantity on PO

Formula
The Quantity on PO measure calculates the total quantity of items ordered in the Purchases table. It uses the SUM function to add up all the values in the Quantity (Base) column and returns the result.

Data Sources

  • Purchase Line

See also

Track your business KPIs with Power BI metrics
Power BI Projects app
Built-in Projects reports
Project management overview

Find free e-learning modules for Business Central here