1. Inventory and Power BI
Better Together

2. CREATOR & SOLUTION ARCHITECTz
I got tired of users not feeling empowered. I felt like I was forcing my client to work extremely hard to make the system work. Instead, I wanted my clients to feel like the system was working extremely hard for them!
Examples of Extensions:
Cost of Goods Sold by Customer and Order
Operating and G&A Expense by Vendor
Procurement Cost across Legal Entities
Global Pricing across different sites and locations
Intercompany Order Positions
AR and AP Aging Across Company z

3. Who Is this Crazy Person?
Solution Architect and Creator of the…
60+ Custom Entities
Pre Built Power BI Models
Use in all phases of implementation and support!
One Version of the Truth

4. Goals and Objectives
Learn MORE about functional inventory in a 90 minutes Power BI Session then you ever have from any other training!
Understand the real functional value of Power BI at all phases of an ERP.
Strategy, Strategy, Strategy is the secret to success!
GIVE YOU A PLACE TO START!

7. Most Important – This Session isn’t about Inventory or Power BI!!!!

8. Today we are… What we are Not… D365 Functional Consultants…
Not BI.
Not Reporting.
Not Big Data!
Today we are…
D365 Functional Consultants…
Empowered with the Right Data to make us better users and implementors. This is a functional tool for adoption and understanding.

9. Break/Announcement - FREE STUFF
Power BI Desktop File OTB, Direction on Changing Connections to your environment and Slide Deck from Today.

11. Back to Free Stuff – Drop Box Link
Power BI Desktop File OTB, Directions on Changing Connections to your environment and Slide Deck from Today.

12. Connection Changes, Data Sources, Functional to Technical Mapping and getting the Right data to start your journey. Video - Connections, models, and getting started with PBI and Inventory

13. Bonus Feature
Telemetry Data

14. Overview – Inventory Agenda
CRMUG Summit 2017
11/5/2019 6:26 AM
Overview – Inventory Agenda
I. Functional Inventory
A. Inventory Setup and Transaction
B. On Hand
C. Inventory Value
II. Power BI and Inventory
D. Sources and Report Mapping

15. Scenario Break Out – Functional Steps

16. Section I – Functional Inventory Transaction
CRMUG Summit 2017
11/5/2019 6:26 AM
Section I – Functional Inventory Transaction
The Good, The Bad and The Ugly!
Source #1 – Inventory Transactions

23. Scenario Break Out – Where are we at?

24. Section I – Functional Inventory Transaction
CRMUG Summit 2017
11/5/2019 6:26 AM
Section I – Functional Inventory Transaction
Operations vs. Accounting
Source #2 – On Hand

27. Section I – Functional Inventory Transaction
CRMUG Summit 2017
11/5/2019 6:26 AM
Section I – Functional Inventory Transaction
The Good, The Bad and The Ugly!
Source #3 – Inventory Value

37. Section II – Power BI and Inventory
CRMUG Summit 2017
11/5/2019 6:26 AM
Section II – Power BI and Inventory
Never leave home for Modeling or CRP again!
Power BI Quick Review of a Model

39. Section II – Power BI and Inventory
CRMUG Summit 2017
11/5/2019 6:26 AM
Section II – Power BI and Inventory
Report #1 – On Hand in PBI OTB

42. Section II – Power BI and Inventory
CRMUG Summit 2017
11/5/2019 6:26 AM
Section II – Power BI and Inventory
Report #2 – Inventory Value Summary OTB

52. Section II – Power BI and Inventory
CRMUG Summit 2017
11/5/2019 6:26 AM
Section II – Power BI and Inventory
Good News and Bad News!
Report #3 – Inventory Value Empower

53. Section II – Power BI and Inventory
CRMUG Summit 2017
11/5/2019 6:26 AM
Section II – Power BI and Inventory
Bad News – Not Out of the Box
Good News – Free Code for this data and Model