Welcome to our latest updates!

Breaking Changes:

• Jobs Insights has been renamed to Projects Insights, which includes a full rename of the semantic model with all tables, fields, and measures. This change impacts several apps, including Sales Insights, Purchasing Insights, Inventory Insights, Accounts Receivable Insights, Cash Flow Insights, and Service Insights. Due to the new app name, the app cannot be upgraded by simply overwriting the old version; instead, a new copy of the app must be installed. To make the transition easier, you can book a free session with us for assistance with the upgrade.

Enhancements:

• Drill-through is now enabled when analyzing data in Excel. You can double-click any cell to open a new sheet showing the detailed underlying records. This gives complete transparency and access to the most detailed level of your data, directly in Excel. If you find a measure that does not support drill-through, please let us know. Please find the tutorial and walkthrough video here.

App Updates:

Sales Insights:

• Added Shipping Advice (Partial/Complete) field to the Sales Line table.
• Added new measures: Sales (LCY) Full PYM and Sales (LCY) MTD vs. Full PYM.

Purchasing Insights:

• Added Cost per Unit field to the Item Purch. Value Entries page.
• Added % of Order Purchases measure to show the percentage of purchases originating from orders instead of invoices.

Inventory Insights:

• Sales Order Fulfillment report enhanced to include: Reserved Qty. on Sales Orders, Reserved Qty. on Inventory, and Available Quantities. More details here.
• Item Reservations are now included, covering both Reserved Requirements (Sales Orders, Project Orders, etc.) and Reserved Receipts.
• Created new page "Inventory by Location Cube", replacing: Variant Availability by Location, Lot No. Availability by Location, and Serial No. Availability by Location.
• Added Shipping Advice (Partial/Complete) field to the Sales Orders table.
• Added new measures: Outstd. Sales Order Cost (LCY) and Outstd. Purch. Order Amt. Excl VAT (LCY).

Finance Insights:

• Enabled Financial Reporting from Business Central in Power BI. Business Central Insights extends this by making row definitions available in Power BI, supporting interactive and dynamic financial statements across companies, periods, and dimensions. Find more details here.
• Cash Flow Statement is now supported by Financial Reporting functionality. More details here.

Accounts Payable Insights:

• Added Project information to display open balances by project or project manager.

Projects Insights:

• Added row selections to: Projects Table, Project Actuals vs. Budget, and Recognized G/L vs. Budget.

Manufacturing Insights:

• Enabled Ending Date filter on all manufacturing measures.
• Added row selection to the Actual vs. Expected Capacity report.
• Updated Actual Time Used calculation to align with the latest Business Central update.

Enhancements:

• Item Category Hierarchy: Introduced two additional hierarchy levels to Item Categories, enabling drill-down and analysis up to five levels deep. These enhancements have been applied across the Sales, Purchasing, Inventory, Service, and Manufacturing apps.
• AI-Ready Data: Enhanced and optimized the semantic models to better support Power BI Copilot. By providing richer context within the model, Copilot can more accurately interpret and return high-quality results.

Breaking Changes:

• Sales and Purchasing Insights: The introduction of new "Total Sales" and "Total Purchases" reports required the removal of some legacy tables, particularly those related to G/L Accounts and Resources.
  Deleted Tables in Sales Insights: Posted Sales G/L Account Line, G/L Account Sales Field Parameter, G/L Account Sales Measure Parameter, Resource Sales Field Parameter, Resource Sales Measure Parameter.
  Renamed Field: 'Value Entry Date Filter' → 'Sales Date Filter'.
  If you have custom reports that rely on these deleted tables, please book a support call and we will assist you with upgrading your reports free of charge.

Sales Insights:

• Added new "Total Sales" reports that combine posted and outstanding sales data at the document line level (including Items, Resources, G/L Accounts, and other line types). Learn more here.
• Introduced a new "Budget Variance Calculation" filter with two options: "Only where budget exists" and "Treat missing budget as zero". This enables variance analysis even when no budget is defined.
• Added fields: 'Journal Batch Name' to the Customer Ledger Entries table; 'Assigned User ID' to the Sales Header table.

Purchasing Insights:

• Added new "Total Purchases" reports that combine posted and outstanding purchase data at the document line level.
• Introduced a Date Filter for Item Purchases reports, allowing users to analyze invoiced item data by Posting Date (default), Order Date, or Valuation Date.
• New Report: "Standard Cost Variance". This report displays items using the Standard Costing method, including actual cost, standard cost, variance, and variance percentage, helping identify cost deviations and improve cost control.

Inventory Insights:

• New Report: "Order Fulfillment". Displays outstanding sales order quantities alongside available inventory per product.
• Inventory Aging Report Enhancements: Added aging groups: "121–180 days" and "181–365 days"; Included additional measures: Cost Amount (Expected) and Cost Amount (Invd. & Expd.).
• Added 'Overflow Level' field to the Item table.
• Added 'Inventory Consumption Turnover (Value)' metric to the Days of Inventory Consumption report
• Table Extensions: Added two text fields to the Stockkeeping Unit table. More info here.

Finance Insights:

• New Report: "Trial Balance". A foundational accounting report summarizing all G/L accounts with their debit, credit, and net balances over a selected period. Useful for validating that debits equal credits and ensuring the books are balanced.
• Added 'Journal Batch Name' field to the G/L Entries table.

Accounts Receivable Insights:

• Table Extensions: Added 8 text fields and 2 decimal fields to the Sales Invoice Header and Sales Credit Memo Header tables.
• Added the ability to calculate AR aging based on Document Date instead of Due Date. A new setup option, 'Use Document Date Instead of Due Date', is available in Insights Setup within the Power BI Insights Connector app.

Manufacturing Insights

• Added 'Cost Variance Type' field to the Value Entry table; 'Assigned User ID' field to the Production Order table.

Enhancements:

• Multi-Currency Reporting: We’ve extended Multi-Currency Reporting capabilities to the Purchasing, Inventory, Receivables, and Payables apps! This feature allows conversion from Local Currency (LCY) to Reporting Currencies (RCY), which can be configured within the connector app. You can find more information here.

Sales Insights:

• Delivery Analytics Enhancements:
  Added Sales Shipment Date Filter and Outstd. Sales Order Date Filter slicers to control which date field is used when filtering Sales Shipments or Outstanding Sales Orders.
  Added View Outstd. Sales Orders as slicer, allowing you to display Outstanding Sales Orders as a balance—this means past orders will be included in today’s metrics. Learn more about Delivery Analytics reports here.
• Added Shipping Agent and Purchasing Codes tables.
• Added Territory field to the Sell-to and Bill-to Customer tables.
• Added Date Filter to Item Sales reports. Users can now choose to display invoiced item sales data by Posting Date (default), Order Date, or Valuation Date.

Purchasing Insights:

• Receipt Analytics Enhancements: Implemented the same enhancements as in the Sales app:
  Added Purchase Receipt Date Filter and Outstd. Purch. Order Date Filter slicers.
  Added View Outstd. Purch. Orders as slicer with options for Net Change or Balance.

Inventory Insights:

• New Report – Safety Stock Coverage: This report shows the percentage of safety stock currently covered by available inventory. 100% means the inventory exactly matches the safety stock level. Values above 100% indicate available inventory exceeds the minimum threshold.

Finance Insights:

• Added Dimension 1 Table Extension Fields to Cubes reports.
• Enabled display of Total dimensions in Cubes reports.
• Added new measures: G/L Budget Variance (LCY) FYTD vs. Entire FY.
• Added VAT Date to the General Ledger Entry table.

Enhancements:

• Multi-Currency Reporting: We are excited to introduce Multi-Currency Reporting in our Finance and Sales Insights apps! This feature enables the conversion of Local Currency (LCY) into Reporting Currencies (RCY), which can be configured within the connector app. You can find more information here.
• Company Group Reporting: The Company Group feature has been added to our connector app, allowing you to group multiple Business Central companies and generate consolidated reports at the group level. This enhancement is now available across all our apps.

Sales Insights:

• On-Time Delivery Report: Added a new "Sales Order Lines (Shipped and Outstanding)" calculation.
• Added option to calculate Delivery Days and On-Time Delivery based on the "Planned Shipment Date".
• Added new measures to Unposted Sales Documents (Sales Orders): Prepayment Amount Invoiced Incl. VAT (LCY), Amount Not Invoiced Excl. Prepayment Incl. VAT (LCY).

Purchasing Insights:

• On-Time Receipt Report: Added a new "Purchase Order Lines (Received and Outstanding)" calculation.
• Added Week Filter to the left-side menu in all Purchasing report pages.
• Purchaser Row-Level Security: Implemented for enhanced access control.

Inventory Insights:

• New Report Days of Inventory Consumption: Measures the number of days a company’s inventory will last based on consumption rates.
• New Report Inventory Aging: Categorizes inventory into aging buckets to show how long items have been in stock, displaying both quantity and inventory value.
• Out of Stock Days Report: Now shows how many days products have been out of stock or below the Safety Stock Quantity.
• Days Sales of Inventory, Inventory Turnover, Sell-Through Rate, and GMROI – Enhanced with field parameters for greater customization.
• Inventory Valuation Report: Added row selection functionality, allowing users to filter valuation by any field or dimension.
• Location Row-Level Security: Added for improved access control.

Finance Insights:

• Added G/L Account Category Levels 5 and 6 to Cubes and the P&L Statement.
• Additional Reporting Currency (ACY) Enhancement: If ACY is not enabled, ACY measures will now return LCY (Local Currency).
• Added Document Date to G/L Entries.

Manufacturing Insights:

• Improved API performance, leading to faster data refreshes.
• New Report Routing Completion: Analyzes production routing performance by calculating the percentage of completed routing lines where all production order line quantities are posted as routing output quantities. Provides insights by Work Center, Machine Center, Production Order, and other key dimensions to support better operational decisions and increase production efficiency.
• Row-Level Security Enhancements: Added for Dimension 1, Dimension 2, and Dimension 3.

Enhancements:

• Multi-Environment Data Consolidation. We’re excited to introduce Multi-Environment Data Consolidation across all our Power BI apps. This feature allows you to effortlessly consolidate data from multiple Business Central environments within the same tenant, providing a unified and comprehensive view of your business operations. Learn more here: Multi-Environment Data Consolidation.
• Azure Maps Integration. Azure Maps visuals are now enabled across all reports. This powerful visualization tool brings geospatial data to life with interactive and visually engaging visuals. To activate this feature, your tenant administrator must enable it in Power BI settings. Get started here: Enabling Azure Maps.

Sales Insights:

• Enhanced 'On Time Delivery' Report. Users can now switch between Requested, Promised, and Planned Delivery Dates for deeper delivery analytics. Learn more: Delivery Analytics.
• Added two new reports to support G/L Account Sales Analysis: G/L Account Sales Cube, Total G/L Account Sales Table
• Improved Unposted Sales Documents: Added Planned Shipment Date and Created Date as new filter options.
• New Ship-to Address Table: Introduced a Ship-to Address Table with 4 Text Field Extension fields for enhanced customization.

Purchasing Insights:

• Enhanced 'On Time Receipt' Report. Added the option to switch between Requested, Promised, Planned, and Expected Receipt Dates for a detailed view of purchasing timelines.
• Introduced two new reports to support G/L Account Purchases Analysis: G/L Account Purchases Cube, Total G/L Account Purchases Table
• New Fields: Cost per Unit added to the Purchase Value Entry Table. Direct Unit Cost added to the Purchase Line Table.

Inventory Insights:

• Sell-to Customer Table Update. Added four Text Field Extension fields to the Sell-to Customer Table for greater data flexibility.

Finance Insights:

• Budget Last Date. Introduced the Budget Last Date filter, allowing you to define a custom date range for budget visibility and analysis. Explore more: Budgets in Power BI.

Jobs Insights:

• New Data Fields in Job Ledger Entries. Added Document No. and External Document No. fields to the Job Ledger Entries for enhanced tracking and analysis.

Enhancements:

• Multi-language support: All our apps now support German and French. For guidance on enabling multi-language capabilities, visit our Multi-Language Support Guide.
• Dimension descriptions: Improved readability by displaying actual dimension names instead of dimension numbers.

Breaking Changes:

• State fields renamed to County. Examples of updated field names:
  Location State → Location County
  Bill-to State → Bill-to County
  Reason: The term state is reserved in Power BI, causing conflicts with the Q&A and Key Influencers visuals.

Sales Insights:

• Table Extensions: Added 4 additional text fields to the Sales Invoice Header and Sales Credit Memo Header tables.

Accounts Receivable / Accounts Payable:

• Added Document No. to Detailed Customer Ledger Entries and Detailed Vendor Ledger Entries.

Date Table Enhancements:

• Added Week No. & Date Range fields.
• Enabled the option to set Sunday as the start of the week, configurable through the Power BI Insights Connector in Business Central.

Sales Insights:

• Added new Bill-to/Sell-to Customer fields to cube reports: Country, Price Group, Discount Group, Service Zone Code, Created Date.
• Improved Daily Sales Reports with added row selection functionality.
• Table Extensions: Added two decimal fields to Sales Shipment Lines.
• Introduced new measures: Sales (LCY) and Item Sales (LCY) PY Same Week, comparing sales amounts to the same week last year.

Purchasing Insights:

• Added new measures: Prepayment Invoice Amounts and Amount Not Invoiced Excl. Prepayment.

Inventory Insights:

• Added Sales Order Status.
• Enabled importing of Finished Production Orders.
• Added measures for unposted sales documents: Sales Quote Qty. (Base), Blanket Sales Order Qty. (Base), Blanket Sales Order Qty. Invoiced (Base), etc.

Finance Insights:

• Introduced new Row-Level Security role: Global Dimension 1 & G/L Account (learn more here).
• Added No. 2 field to the G/L Account table.
• Introduced Forecasting capabilities, allowing comparisons of Actuals to Budget and Forecast in the same report. Forecast measures have been added to all cubes and P&L Statement reports. You can now select a specific Forecast using the filter located on the right side in Filters pane. To show forecast measures, set 'Show More' to 'true' in the filters pane.
• Added Statistical Accounts and Ledger Entries tables with new measures: Statistical Amount and Statistical Amount Balance.

Manufacturing Insights:

• Added Week slicer to all Manufacturing reports.
• Added Unit Cost to Work Center and Machine Center tables.

Enhancements:

• Report Design: Enhanced overall design for improved user experience.
• Profiles: Introduced the ability to personalize your Power BI navigation menu. Profiles enable selective display of relevant reports and the ability to hide unnecessary ones (learn more here).
• Deprecated 'by Company' reports in favor of 'Cube' reports. A Company Filter is now available in the left menu of each report page, enabling multi-company views when the filter is removed.
• Row-Level Security: Added new role 'Global Dimension 1 & Dim. 2' (learn more here).

Sales Insights:

• Measure Enhancements: Added Prior Year (PY), Year-over-Year (YOY), and YOY % measures to the Measure selections.
• Removed 'by Year' reports; users should transition to 'by Period' reports.
• Removed Resource Sales-related pages: Resource Sales by Customer, Res. Sales by Dimension, Res. Sales Deep Dive.
• Deprecated the 'Customer Statistics' report; users should now use the 'Sales Cube' report.

Purchasing Insights:

• Measure Enhancements: Added PY, YOY, and YOY % measures to the Measure selections.
• Removed 'by Year' reports; users should transition to 'by Period' reports.
• Removed Resource Purchases-related pages: Resource Purchases by Vendor, Res. Purch. by Dimension, Res. Purch. Deep Dive.

Inventory Insights:

• Added 'Item Created Date' field to the Item table.
• Introduced the Stockkeeping Unit and Demand Forecast tables.
• Improved the Projected Available Balance by Period report with measure selections.

Finance Insights:

• P&L Statement: Added a new measure, % of Total Budget Revenue.
• G/L Entry table enhancements: Added the following fields: 'Gen. Posting Type', 'Gen. Bus. Posting Group', 'Gen. Prod. Posting Group', 'Bal. Account Type', 'Bal. Account No.', 'User ID'.

Accounts Receivable / Accounts Payable:

• Added 'External Document No.' field.

Manufacturing Insights:

• Added 'Stop Codes' and 'Scrap Codes' tables.

Legacy Data Integration: We have now enabled support for importing legacy data across Purchasing, Inventory, and Finance modules. For detailed instructions on importing legacy data, please refer to our comprehensive guide here.

Enhancements:

• Added Drill Through pages to the Home menu.
• Upgraded to API schema version 2.0 (learn more here).

Breaking Changes:

• Changed Enum/Option fields in Power BI primary keys from values to ordinals/numbers.
• Renamed some 'Table Extension' fields for consistent naming and length. You can find the updated Power BI Field names in the Table Extension setup in the connector app.

Sales Insights:

• Redesigned the dataset for Legacy Data. The legacy data in Power BI is now seamlessly appended to the original fact tables, such as Customer Ledger Entry and Value Entry. This ensures the legacy data appears automatically in all relevant reports. Users can filter out legacy data using date filters or a 'Legacy Data' yes/no filter in the filters pane. More information here.
• Breaking Change: Table extension fields and ship-to fields have been moved from Customer Ledger Entry / Sales Value Entry tables to the 'Sales Document' table.

Purchasing Insights:

• Added Currency conversions based on the original currency factor. New measures include: Purchases (CY), Item Purchases (CY), and Outstd. Purch. Line Purchases (CY).

Inventory Insights:

• Introduced a new Item Ledger Entry table.
• Added Sales and Purchase Quotes and Blanket Orders.
• Disabled Item Availability by BOM reports by default for performance reasons. Here's how to enable it back.
• Added Safety Stock Quantity to the item table.

Accounts Receivable:

• Added new text and decimal table extension fields to the customer table, and date extension fields to the Customer Ledger Entry table.

Enhancements:

• Implemented parallel loading for tables in Power BI, significantly increasing data refresh speeds.
• Optimized queries for dimensions.
• Introduced 'Company Display Name' as a company filter.

Sales Insights:

• Included Blanket Orders in the Sales Documents reports.
• Added a new 'Sales G/L Account' table to enhance financial reports.

Purchasing Insights:

• Introduced a 'Purchase G/L Account' table.
• Added 'Document Date' to the Purchase Receipt Line table.

Inventory Insights:

• Added 'Dimension 1', 'Dimension 2', and 'Dimension 3' Row-Level Security roles to enhance inventory data security.

Finance Insights:

• Enabled extensions for the 'Dimension 1' table fields to improve customization and flexibility.

Accounts Receivable/Accounts Payable:

• Added 'Document Date' to the Before Due/Overdue report.

Enhancements:

• Introduced a Help & Support button on the Home page of all our applications (located in the top right corner). The new Help & Support page features a Virtual Assistant powered by Microsoft Copilot Studio, designed to provide immediate assistance on installation, setup, and app usage.
• Implemented Dimension Level 1 filters across all reports, enabling users to filter reports by the level 1 dimension hierarchy.
• Introduced Dimension Level 3 in all Dimension Cube reports, allowing for a deeper drill-down through 4 levels of the dimension hierarchy.
• Enhanced item selection by adding the capability to choose 2 Date Item attributes from the Item table. More details can be found here.
• Expanded configuration options for Row-Level Security to include Dimension 3, as well as combinations of Dimensions 1 and 3. Configuration instructions are available here.

Sales Insights:

• Enhanced Delivery Analytics Reports with the addition of a new Delivery Cube and Fill Rate reports; improvements made to Delivery Days and On Time Delivery reports.
• Introduced the ability to select new table extension fields from the Sales Header, Sales Line, Sales Invoice Header, and Sales Cr. Memo Header tables.
• Added new Profit Budget measures.

Purchasing Insights:

• Enhanced Receipt Analytics Reports with the addition of a new Receipt Cube and Fill Rate reports; improvements made to Receipt Days and On Time Receipt reports.
• Introduced the ability to select new table extension fields from the Purchase Header, Purchase Line, and Purchase Receipt Line tables.
• Included Blanket Orders in the Purchase Documents reports.

Inventory Insights:

• Added a Sales Value Entries drill-through page.

Finance Insights:

• Improved the performance of the P&L Statement.
• Added a "% of Total Revenue" metric to the P&L Statement reports.
• Set G/L Account Categories as the default view in Cube/Table reports.
• Introduced additional time intelligence measures for measure selection parameters: MTD, PYMTD, MOPYMTD, MOPYMTD %, FYTD, PFYTD, FYOYTD, and FYOYTD %. Find the list of most common abbreviations here.
• Added new 'Entire Fiscal Year' budget measures.

Manufacturing Insights:

• Added a Due Date filter option to all reports, enabling the filtering of any Manufacturing report by the Due Date selected on the Production Order.
• Optimized the "Inventory Adjustment Entry (Order)" API.
• Introduced the ability to select new table extension fields from the Item table.

New feature: Open Business Central documents from within Power BI. Easily access detailed Business Central transactions from Power BI. Start by selecting 'Drill through' to view transactions, then click on underlined values to open the corresponding document or ledger entries in Business Central (learn more here).

Enhancements

• Optimized ABC Classification: Enhanced measures and calculated columns in Sales, Purchasing, Inventory, and Manufacturing apps. This optimization also leads to faster data refresh times.
• Improved Budget Measures: Advanced budget measures in Sales, Purchasing, Inventory, and Finance apps. Now supports displaying budget amounts across multiple companies.

Sales Insights:

• Included non-inventoriable costs associated with purchase item charges.
• Added Ship-to information for Service Documents.
• Incorporated Planned Delivery Date filter in the Sales Line table.
• Bug Fix: Resolved an issue in the Outstanding Cost (LCY) measure.

Purchasing Insights:

• Added Expected Receipt Date filter in the Purchase Line table.

Inventory Insights:

• Enhanced Item calculated columns, resulting in improved data refresh times.

Power BI Datasets: Added permissions to edit datasets. This feature empowers users to extend the standard model by incorporating new measures and data sources. How to Edit Datasets:

1. Open Power BI Desktop.
2. Navigate to Get Data > Power BI Datasets.
3. Choose the Published Dataset.
4. Go to the Modeling tab and select "Make changes to this model."
5. Click Submit.

Sales Insights:

• Added Ship-to Name.
• Expanded Sales Line table with Ship-to Fields and Return Orders.

Purchasing Insights:

• Integrated Return Orders into Purchase Line table.
• Included Job No. and Job Task No. in Purchase Line and Purchase Value Entry tables.

Inventory Insights:

• Introduced Reorder Point and Reorder Quantity to the Item table.

Finance Insights:

• Added Source Code table.
• Enabled the ability to rename P&L Statement Categories (learn more here).

Manufacturing Insights:

• Appended External Document No. to Capacity Ledger Entry table.

Sales Insights:

• Enhanced visibility by making Blocked budgets non-visible.

Inventory Insights:

• Introduced new report pages: Gross Margin Return on Investment (GMROI) and Sell-Through Rate.
• Added Sales Amount (Actual) to Value Entry table.
• Implemented Select Rows slicers for Item Availability reports.

Purchasing Insights:

• Included Item Default Dimensions.
• Added Unit of Measures (learn more here).
• Incorporated Promised Receipt Date filter into the Purchase Line table.

Finance Insights:

• Introduced Budget FYTD measures to the P&L Statement report.