Power BI apps for functional areas
APPLIES TO: Generally available in Business Central 2024 release wave 2 (version 25.1).
Power BI apps are available for the following functional areas in Business Central:
- Finance
- Sales
- Purchasing
- Inventory
- Inventory Valuation
- Warehouse
- Projects
| Functional areas | Landing pages |
|---|---|
| Finance | Power BI Finance app |
| Sales | Power BI Sales app |
| Purchasing | Power BI Purchasing app |
| Inventory | Power BI Inventory app |
| Inventory Valuation | Power BI Inventory Valuation app |
| Projects | Power BI Projects app |
| Manufacturing | Power BI Manufacturing app |
Reports in the Power BI Finance app
The following table describes the reports in the Power BI Finance app, and how you can use them.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Explore a snapshot of the organization's financial health and performance. This page displays key performance indicators that give stakeholders a clear view of revenue, profitability, and financial stability. | Financial Overview | About Financial Overview |
| Analyze and compare income statement accounts on a monthly basis. Use the Income Statement by Month report to gain a comparative view of net changes over time. | Income Statement | About Income Statement |
| Analyze and compare balance sheet accounts on a monthly basis with the Balance Sheet by Month report. Get a comparative view of balance at date over time. | Balance Sheet | About Balance Sheet |
| Compare G/L budgets to actuals on a month-to-month basis and quickly identify variances. | Budget Comparison | About Budget Comparison |
| Analyze your company's liquidity position and track current ratio, quick ratio, and cash ratio over time. | Liquidity KPIs | About Liquidity KPIs |
| Analyze your company's gross and net profits over time. Get detailed insights into net margins, gross profit margins, and the underlying revenue with the cost and expense figures that drive them. | Profitability | About Profitability |
| Analyze liability account balances as of a specific date. The report also shows key performance metrics influenced by liabilities, such as the debt ratio and debt-to-equity ratio. | Liabilities | About Liabilities |
| Analyze the EBITDA and EBIT profitability metrics. These figures reveal trends, while also showing operating revenue and operating expenses to provide context for both measures. | EBITDA | About EBITDA |
| Analyze how many days it takes to collect accounts receivable. Find trends in the average collection period over time. Details such as the number of days, accounts receivable, and accounts receivable (average) provide context and enhance the analysis. | Average Collection Period | About Average Collection Period |
| Categorize customer balances into aging buckets and see a breakdown by payment terms. Age by document date, due date, or posting date, and customize the aging bucket size by specifying the number of days. | Aged Receivables (Back Dating) | About Aged Receivables (Back Dating) |
| Categorize vendor balances into aging buckets and review a breakdown by payment terms. Age by document date, due date, or posting date, and customize the aging bucket size by specifying the number of days. | Aged Payables (Back Dating) | About Aged Payables (Back Dating) |
| Analyze general ledger entries in detail, and slice G/L entries by all eight shortcut dimensions. | General Ledger Entries | About General Ledger Entries |
| Analyze entries posted to the Vendor Ledger and Detailed Vendor Sub Ledger. | Detailed Vendor Ledger Entries | About Detailed Vendor Ledger Entries |
| Analyze entries posted to the Customer Ledger and Detailed Customer Sub Ledger. | Detailed Customer Ledger Entries | About Detailed Customer Ledger Entries |
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.
To learn more, go to Power BI finance app.
Reports in the Power BI Sales app
The following table describes the reports in the Power BI Sales app and how you can use them.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Analyze high level information on sales activities. Identify sales figures for quantity or amounts from both posted and unposted documents. | [Sales Overview](../ https://businesscentral.dynamics.com?page=36998) | About Sales Overview |
| Analyze sales by weekday over different periods. The heat maps highlight the days on which you sell the most, which helps you identify patterns in your sales. | Daily Sales | About Daily Sales |
| Analyze sales trends by smoothing out spikes and drops using the 30 Day Moving Averages report. | Moving Average | About Moving Average |
| Analyze the aggregated sales over a rolling 12-month period. Use this analysis as an alternative to a Year-to-Date report. | Moving Annual Total | About Moving Annual Total |
| Compare sales in one period with the same period in a prior year, quarter, or month. | Period-Over-Period Growth | About Period-Over-Period Growth |
| Analyze accumulating sales for a desired period. | Month-To-Date | About Month-To-Date |
| Analyze sales by item and view key sales metrics as a percentage of total sales. | Sales by Item | About Sales by Item |
| Analyze sales by customer and view key metrics. Metrics include sales amount, sales quantity, cost amount, gross profit, gross profit margin, and the sales amount as a percent of total sales. | Sales by Customer | About Sales by Customer |
| Analyze sales by salesperson and view key metrics. Metrics include sales amount, sales quantity, cost amount, gross profit, gross profit margin, and the sales amount as a percent of total sales. | Sales by Salesperson | About Sales by Salesperson |
| Analyze sales by location and view key metrics. Metrics include sales amount, sales quantity, cost amount, gross profit, gross profit margin, and the sales amount as a percent of total sales. | Sales by Location | About Sales by Location |
| Analyze item sales budgets against actual sales. View target variances for both sales amounts and sales quantity. | Actual vs. Budget | About Actual vs. Budget |
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.
To learn more, go to Power BI sales app.
Reports in the Power BI Purchasing app
The following table describes how you can use the reports in the Power BI Purchasing app.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Get a high-level summary of all purchasing activities. View purchase statistics such as summaries of amounts, outstanding amounts, amounts received but not invoiced, and invoiced amounts. | Purchases Overview | About Purchases Overview |
| Explore the costs of various components on purchases with a detailed breakdown of your purchasing data by categories, vendors, fiscal month, year, and document types. | Purchase Decomposition | About Purchases Decomposition |
| Analyze daily purchasing activities and highlight trends and exceptions in daily spend. Monitor day-to-day purchase fluctuations and identify unusual spending patterns. | Daily Purchases | About Daily Purchases |
| Analyze the 30-day moving average of your purchases, compare it to the total purchase amount, and identify purchasing trends and patterns. | Moving Averages | About Moving Averages |
| Get an overview of the total of all purchases over a rolling 12-month period for long-term trend analysis and forecasting. | Moving Annual Total | About Moving Annual Total |
| Compare your purchasing data across different time periods. You can compare at the year, quarter, or month levels, and identify how purchases track across these periods. | Period-Over-Period | About Period-Over-Period |
| Gain insights into your purchasing performance over time. Identify trends or patterns that emerge over time. | Year-Over-Year | About Year-Over-Year |
| Analyze purchasing activities by vendor by item to gain a better understanding of the items that consume a significant portion of your purchasing budget. | Purchases by Item | About Purchases by Item |
| Analyze purchasing activities by vendor to identify which vendors are responsible for most of your purchasing activity. | Purchases by Vendor | About Purchases by Vendor |
| Analyze purchasing activities by purchaser to manage your purchasing teams and individual performance. | Purchases by Purchaser | About Purchases by Purchaser |
| Gain a comprehensive view of your purchase data across different warehouse locations, and identify trends and patterns in their purchasing activities. | Purchases by Location | About Purchases by Location |
| Compare actual spending to allocated budget to ensure that spending aligns with financial plans. | Actual vs Budget | About Actual vs. Budget |
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.
To learn more, go to Power BI Purchasing app.
Reports in the Power BI Inventory app
The following table describes how you can use each report in the Power BI Inventory app.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Get a high-level view of your organizations inventory and view statistics on scheduled receipt, gross requirements, and inventory across locations. | Inventory Overview | About Inventory Overview |
| Review inventory levels for items and gauge how many of an item are on different document types. | Inventory by Item | About Inventory by Item |
| Review inventory levels at a location to identify where you keep stock. | Inventory by Location | About Inventory by Location |
| Analyze sales and purchase quantities to meet supply and demand. | Purchase and Sales Quantity | About Purchase and Sales Quantity |
| Get a high-level view of inventory along with the gross requirements, scheduled receipts, and planned production volume. | Item Availability | About Item Availability |
| Analyze the volume of stock required to meet demand broken down by document type. | Gross Requirement | About Gross Requirement |
| Analyze the volume of stock you received broken down by document type. | Scheduled Receipt | About Scheduled Receipt |
| View inventory quantities based on lot numbers. | Inventory by Lot | About Inventory by Lot |
| View inventory quantities based on serial numbers. | Inventory by Serial No. | About Inventory by Serial No. |
| Analyze inventory levels across different bins and identify bins that have active picks. | Bin Contents | About Bin Contents |
| Analyze inventory levels across bins and tracking information for the items. | Bin Contents by Item Tracking | About Bin Contents by Item Tracking |
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.
To learn more, go to Power BI Inventory app.
Reports in the Power BI Inventory Valuation app
The following table describes on how you can use each report in the inventory valuation app.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Get a high-level view of your inventory value and identify key balances. | [Inventory Valuation Overviewhttps://businesscentral.dynamics.com?page=37056) | About Inventory Valuation Overview |
| Review inventory valuation at an item level and see key value figures, including increases and decreases. | [Inventory Valuation by Itemhttps://businesscentral.dynamics.com?page=37057) | About Inventory Valuation by Item |
| Review inventory valuation at a location level and see key value figures, including increases and decreases. | [Inventory Valuation by Locationhttps://businesscentral.dynamics.com?page=37058) | About Inventory Valuation by Location |
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.
To learn more, go to Power BI Inventory Valuation app.
Reports in the Power BI Projects app
The following table describes how you can use each report in the Power BI Projects app.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Get a high-level view of your organization's projects. View key metrics and track performance across them. | Project Overview | About Projects Overview |
| View all projects and their tasks along with their costs and prices. | Project Tasks | About Project Tasks |
| Analyze the profit of each job and ensure you meet targets. | Project Profitability | Project Profitability (Power BI Report) |
| View project completion statistics. | Project Realization | About Projects Realization |
| Track the performance of each project and how they track toward their budget. | Project Performance to Budget | About Projects Performance to Budget |
| View all sales entries for projects broken down by the sales line type. | Project Invoiced Sales by Type | About Projects Invoiced Sales by Type |
| Analyze key sales information on projects based on the customers you sell to the most. | Project Invoiced Sales by Customer | About Projects Invoiced Sales by Customer |
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.
To learn more, go to Power BI Projects app.
Reports in the Power BI Manufacturing app
The following table describes how you can use the reports in the Power BI Manufacturing app.
| To... | Open in Business Central (CTRL+select) | Learn more |
|---|---|---|
| Analyze the current use of work centers and optimize production processes. | Current Utilization | About Current Utilization |
| Analyze historical use of work centers and identify trends and patterns and plan for future capacity needs. | Historical Utilization | About Historical Utilization |
| Gain insights into work center load and capacity and find bottlenecks and balance production across work centers. | Work Center Load | About Work Center Load |
| Track allocated hours for each work center to understand workloads. | Allocated Hours | About Allocated Hours |
| Monitor expected capacity based on production orders to plan for future capacity needs. | Expected Capacity Need | About Expected Capacity Need |
| Analyze finished production orders by item and work centers and gain insights into important metrics of production orders. | Finished Production Order Breakdown | About Finished Production Order Breakdown |
| Track consumption variance for each item and production order and improve production efficiency. | Consumption Variance | About Consumption Variance |
| Analyze capacity variance for each work center and production order and identify capacity constraints. | Capacity Variance | About Capacity Variance |
| Monitor average production times for each item and work center to improve your production planning. | Average Production Times | About Average Production Times |
| Analyze released production orders by item, work center, and time period so you ensure they complete on time. | Released Production Orders | About Released Production Orders |
| Track production scrap by item, work center, and time period to identify production waste and reduce costs. | Production Scrap | About Production Scrap |
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.
For more information, see Power BI Manufacturing app.
See also
Installing Power BI apps for Business Central
Track KPIs with Power BI metrics
Introduction to Business Central and Power BI
Work with Power BI reports