Index

Overview:

The OmniData™: Dynamics AX Inventory Analytics - Power BI Model, is designed to unlock key inventory metrics like inventory days, inventory turn and monthly usage from transactional inventory data and present it in a set of easy to use and easy to understand dashboard that can easily be enhanced to meet specific needs.

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Dashboard1

Inventory Value Analysis

This report is designed to give you an overview of inventory value by company.

  • Filters:
    • Company ID + Name
    • Product Group Name
    • Calendar Year & Month
  • Report Components:
    • Inventory Value
      • This is the most recent “Inventory Closing Value”
    • Average Inventory Value:
      • This is the most recent “Average Inventory Value”
    • Inventory Value History
      • This is a historical area chart indicating the “Average Inventory Value” on a monthly timeline.
    • Closing Value & Inventory Turn
      • This is the historical “Inventory Closing Value” represented as a column chart and the “Inventory Turn” represented as a line chart on a separate axis.
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Inventory Value Analysis
    • Closing Value by Product Group Name
      • This is the “Inventory Closing Value” per Product Group
    • Inventory Value by Site
      • This is the Inventory Value by Site

Inventory Value Detail

This report is designed to provide detailed analytics of inventory value by company.

  • Filters:
    • Company ID + Name
    • Product Group Name
    • Calendar Year & Month
  • Report Components:
    • Inventory Value
      • This is the most recent “Inventory Closing Value”
    • Average Inventory Value:
      • This is the most recent “Average Inventory Value”
      • Average inventory is the median value of inventory within a period.
    • Physical Closing Value by Product Group Name (top 15)
      • This is a funnel chart of the Physical Closing Value by product group.
    • ItemID + Name Table
      • This table shows the “Inventory Turn”, “Day in Inventory” and “COGS” per item.
      • COGS is the direct expense associated with providing a service or producing a product calculated as: Beginning Inventory + Purchases – Ending Inventory = COGS
      • Inventory Turn is the ratio of how many times a business sells and replaces its inventory in a given period. Calculated as: COGS/Average Inventory
      • Days in Inventory is the total number of days a company takes to sell its average inventory. Calculated as: Number of days in the period by the inventory turnover ratio.
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Inventory Value Detail

Inventory Quantity Analysis

This report is designed to give you an overview of inventory quantity by company.

  • Filters:
    • Company ID + Name
    • Product Group Name
    • Calendar Year & Month
  • Report Components:
    • Inventory Quantity
      • This is the most recent “Inventory Closing Quantity”
    • Days in Inventory
      • This is the “Days in Inventory”
    • Inventory Quantity History
      • This is the physical closing quantity represented over time.
    • Closing Quantity by Product Group
      • This is the most recent Physical Closing Quantity by Product Group.
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InventoryQuantityAnalysis
    • Inventory Quantity by Site
      • This shows the most recent Physical Closing Quantity by Site.

Inventory Quantity by Site

This report is designed to give you an overview of inventory quantity by site.

  • Filters:
    • Company ID + Name
    • Product Group Name
    • Calendar Year & Month
    • Location ID & Name
  • Report Components:
    • Inventory Quantity
      • This is the most recent “Inventory Closing Quantity”
    • Physical Closing Quantity by Site ID + Name
      • The most recent “Physical Closing Quantity” by Site ID and Name.
    • Closing Quantity by Site Table
      • This table shows you the “Physical Closing Quantity” by Site for each Item ID + Name.
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InventoryQuantityBySite

Inventory Planning

This report is designed to provide you with relevant inventory metrics used during the procurement planning process.

  • Filters:
    • Company ID + Name
    • Product Group Name
    • Calendar Year & Month
    • Item ID & Name
  • Report Components:
    • Inventory Quantity
      • This is the most recent “Inventory Closing Quantity”
    • Days In Inventory
      • This is the “Days in Inventory”
    • Months In Inventory
      • This is the "Months in Inventory"
    • Inventory Turn
      • Inventory Turn is the ratio of how many times a business sells and replaces its inventory in a given period. Calculated as: COGS/Average Inventory
    • Average Monthly Usage
      • The Average Monthly Usage
    • Physical Closing Quantity by Year and Month
      • The most recent “Physical Closing Quantity” by Year and Month
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ProcurementPlanning

Inventory ABC Analysis

This report is designed to provide you with A simple inventory ABC analysis.

  • Filters:
    • Company ID + Name
    • Product Group Name
    • Calendar Year & Month
    • Item ID & Name
    • ABC Item
  • Report Components:
    • Value by ABC
      • ABC Analysis is calculated as:
        • A <= 70% of Item Total
        • B <= 90% of Item Total
        • C > 90% of Item Total
    • Outbound Quantity and % of Total by Item + Name
    • Item ID + Name by ABC Item
      • Items classified as A, B and C
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ABCAnalysis