Behind every inventory number lies a story—of receipts, issues, settlements, and financial adjustments. Yet turning that story into accurate, transparent insights is often one of the biggest challenges for finance and operations teams.

Our team of functional, technical, and data consultants set out to transform raw transactional data into a clear, user-friendly, and financially reliable inventory report in Power BI—tackling both the technical and financial challenges of inventory reporting along the way. Key topics include: understanding how inventory quantities and values are computed, translating D365FO and X++ code into meaningful transactions, and designing fact tables that support flexible and scalable Power BI modeling.

Attendees will gain insights how to translate the transactions into the inventory report numbers and how this model helped transforming the scope of the project. The session will also showcase best practices for building a semantic model and Power BI report that empowers both finance and operations users—even those without direct access to D365FO.