Inventory value cube (InventValueCube) for Microsoft Dynamics AX 2012 R2 and R3

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

The Inventory value cube for Microsoft Dynamics AX provides data that can help you evaluate the performance of your inventory. It provides measurements that provide insight into how the value of inventory has evolved over time. A set of key performance indicators (KPIs) are available to assist the process of improving financial performance of inventory management. This article provides details about the cube.

Deployment Configuration keys Tables and views Measures Calculated measures Key performance indicators Security

Analytics in Microsoft Dynamics AX Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3 Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack

Deployment

The Inventory value cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.

Configuration keys

The following configuration keys are required to use all features of the Inventory value cube:

• Trade (LogisticsBasic)

Tables and views

The Inventory value cube uses data from the following tables and views:

• InventSite table

• InventValueCube view

Measures

The Inventory value cube includes the following measure groups.

Inventory value

This measure group is based on the InventValueCube view and includes the following measures.

Measure	Measure field name	Aggregation	Description	Associated dimensions
Net amount change	InventValueCube.Amount	Sum	The sum of transactions between two periods, in monetary value.	Company Sites Released products Styles Colors Configurations Sizes Fiscal period date Inventory value Date (exchange rate date) Note The Date (exchange rate date) dimension is associated with this measure only in Microsoft Dynamics AX 2012 R3.
Net quantity change	InventValueCube.Qty	Sum	The sum of transactions between two periods, disregarding the unit of measure.
Net issue quantity change	InventValueCube.IssueQty	Sum	The sum of issue transactions between two periods, disregarding the unit of measure.
Net receipt quantity change	InventValueCube.ReceiptQty	Sum	The sum of receipt transactions between two periods, disregarding the unit of measure.
Net issue amount change	InventValueCube.IssueAmount	Sum	The sum of issue transactions between two periods, in monetary value.
Net receipt amount change	InventValueCube.ReceiptAmount	Sum	The sum of receipt transactions between two periods, in monetary value.

Exchange rates by day

This measure group is based on the BIExchangeRateView view and includes the following measures.

Note

This measure group is available only in Microsoft Dynamics AX 2012 R3.

Measure	Measure field name	Aggregation	Description	Associated dimensions
Exchange rate	BIExchangeRateView.CrossRate	Max	The exchange rate.	Currency Date (exchange rate date) Analysis currency

Calculated measures

The Inventory value cube contains the following calculated measures.

Calculated measure	Aggregation	Associated measure group	Description
Beginning quantity	Sum	Undefined	The balance as of period start, disregarding the unit of measure.
Ending quantity	Sum	Undefined	The balance as of period end, disregarding the unit of measure.
Net issues quantity	Sum	Undefined	The sum of issue transactions holding an InventTransType specified in the Issue transaction field, disregarding the unit of measure.
Beginning amount	Sum	Undefined	The balance as of period start, in monetary value.
Ending amount	Sum	Undefined	The balance as of period end, in monetary value.
Net issues amount	Sum	Undefined	The sum of issue transactions holding an InventTransType specified in the Issue transaction field, in monetary value.
Days to date	No aggregation	Undefined	The number of days between periods.
Products with transactions quantity	No aggregation	Not applicable	The products that hold an ending balance of type Quantity.
Product rank quantity	No aggregation	Undefined	The numeric ranking of products based on quantity.
Cumulative quantity	No aggregation	Undefined	The cumulative quantity value of product N.
Cumulative quantity previous	No aggregation	Undefined	The cumulative quantity value of product N-1.
Total quantity	No aggregation	Undefined	The total quantity value of all products.
Cumulative % of the total quantity	No aggregation	Undefined	The cumulative percentage of the total quantity of product N.
Cumulative % of the total quantity previous	No aggregation	Undefined	The cumulative percentage of the total quantity of product N-1.
ABC category quantity	No aggregation	Undefined	The ABC classification of the product based on quantity measurement (C:80%, B:15%, A:5%).
Products with transactions amount	No aggregation	Not applicable	The products that hold an ending balance of type Amount.
Product rank amount	No aggregation	Undefined	The numeric ranking of products based on quantity.
Cumulative amount	No aggregation	Undefined	The cumulative amount of product N.
Cumulative amount previous	No aggregation	Undefined	The cumulative amount of product N-1.
Total amount	No aggregation	Undefined	The total amount of all products.
Cumulative % of the total amount	No aggregation	Undefined	The cumulative percentage of the total amount of product N.
Cumulative % of the total amount previous	No aggregation	Undefined	The cumulative percentage of the total amount of product N-1.
ABC category amount	No aggregation	Undefined	The ABC classification of the product based on amount measurement (C:80%, B:15%, A:5%).
Inventory turn quantity	No aggregation	Undefined	Net issues quantity / ((Beginning quantity + Ending quantity) / 2)
Inventory turn amount	No aggregation	Undefined	Net issues amount / ((Beginning amount + Ending amount) / 2)
Unit cost	No aggregation	Undefined	Ending amount / Ending quantity
Rank	No aggregation	Undefined	Inventory turn quantity / Ending amount
Issue transactions	No aggregation	Not applicable	Used to filter InventTransType of type Sales, ProdLine, Project, Asset, KanbanJobPickingList, KanbanJobWIP, and KanbanEmptied.

Key performance indicators

The following sections describe the key performance indicators (KPIs) in the Inventory value cube.

KPI calculations

The following table lists the KPIs that are associated with the Inventory value cube. You can use the information in the following table to help verify the information in your KPIs.

KPI	Associated measure group	Calculation
Days of inventory quantity	All	Ending quantity / (Net issues quantity / Days to date)
Weeks of inventory quantity	All	Ending quantity / (Net issues quantity / (Days to date / 7))
Months of inventory quantity	All	Ending quantity / (Net issues quantity / (Days to date / 30))
Inventory turn quantity	All	Net issues quantity / ((Beginning quantity + Ending quantity) / 2)
Days of inventory amount	All	Ending amount / (Net issues amount / Days to date)
Weeks of inventory amount	All	Ending amount / (Net issues amount / (Days to date / 7))
Months of inventory amount	All	Ending amount / (Net issues amount / (Days to date / 30))
Inventory turn amount	All	Net issues amount / ((Beginning amount + Ending amount) / 2)

Role Centers

Except for the Cost controller Role Center page which displays KPIs by default, the KPIs of the Inventory value cube are not displayed on Role Center pages. For information about how to add them to Role Center pages, see Manage KPIs.

Security

The Inventory value cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

• Chief executive officer

• Chief financial officer

• Cost accountant

• Cost clerk

• Materials manager

• Warehouse manager