KPIs
This article provides information on the available KPIs (Measures) within the Power BI semantic model. The measures are organized by functional area to support different analysis scenarios in demand planning.
Demand Planning KPIs
| Name |
Description |
| Expected Future OnHand Balance |
Calculates the projected inventory level by combining current on-hand quantity with cumulative future supply and demand. This key measure helps identify potential stock shortages or overstocks before they occur. |
| Over/Under Supply |
Shows the net difference between supply and demand for a given period, indicating whether there is excess supply (positive) or insufficient supply (negative) to meet demand. |
| Over/Under Supply Amount |
Monetary value of over/under supply, calculated by multiplying the quantity difference with the item's cost price. |
Demand Planning - CUB Demand
| Name |
Description |
| Demand (-) |
Total future demand quantity (displayed as negative value) from all demand sources. This measure aggregates all material requirements from various business processes. |
| Demand (Future cum.) |
Cumulative demand for future periods, calculated from the current date forward to the selected date. |
| Demand on Sales Order |
Customer orders |
| Demand on Service Order |
Service requests |
| Demand on Prod Order Component Lines |
Production material requirements |
| Demand on Transfer Order (Outstanding Shipments) |
Outbound transfers |
| Demand on Planning Components |
MRP suggestions |
| Demand on Purchase Return Order |
Goods to be returned to vendors |
| Demand on Projects |
Job planning requirements |
Demand Planning - CUB Supply
| Name |
Description |
| Supply (+) |
Total future supply quantity (displayed as positive value) from all supply sources. This measure aggregates all expected inventory receipts. |
| Supply (Future cum.) |
Cumulative supply for future periods, calculated from the current date forward to the selected date. |
| Planned Receipts |
Planned supply from MRP suggestions that haven't been converted to firm orders yet |
| Supply on Purch Requisition - Planned |
Planning worksheet purchase suggestions |
| Supply on Prod Order - Planned |
Planning worksheet production suggestions |
| Scheduled Receipts |
Firm supply with confirmed dates from released or firm planned orders |
| Supply on Purch Order |
Purchase orders |
| Supply on Prod Order - Released |
Released production orders |
| Supply on Prod Order - Firm Planned |
Firm planned production orders |
| Supply on Transfer Order (Receipt) |
Inbound transfer receipts |
| Supply on Transfer Order (Transit) |
Transfers in transit |
| Supply on Assembly Order |
Assembly orders |
| Supply on Sales Return Order |
Customer returns |
Demand Planning - SKU Parameters
These measures display replenishment parameters at the Stockkeeping Unit (SKU) level, or fall back to item-level parameters if no SKU exists:
| Name |
Description |
| ReorderPoint |
Inventory level that triggers replenishment |
| SafetyStockQty |
Buffer stock to protect against demand variability |
| Lead time |
Procurement or production lead time |
| Lot Size |
Order quantity policy |
| Reordering Policy |
Replenishment method (Fixed Reorder Qty, Maximum Qty, Order, Lot-for-Lot) |
| Replenishment System |
Supply method (Purchase, Prod. Order, Transfer, Assembly) |
| Manufacturing Policy |
Make-to-Stock or Make-to-Order |
| Max. Inventory |
Maximum inventory ceiling |
| Reorder Quantity |
Standard order quantity |
Demand Planning - Reservation Entry
Measures based on MRP-created reservation entries showing supply-demand matching:
| Name |
Description |
| Demand (Res.Entry) |
Demand quantities from reservation entries |
| Supply (Res.Entry) |
Supply quantities from reservation entries |
| Over/Under Supply (Res.Entry) |
Net position from reservation entries |
| Exp. Balance (Res. Entry) |
Expected balance considering reservations |
| Demand (Res.Entry) (Future cum.) |
Cumulative future demand from reservations |
| Supply (Res.Entry) (Future cum.) |
Cumulative future supply from reservations |
OnHand KPIs
| Name |
Description |
| ∅ OnHand Duration (Days) |
Average days of Items in stock, derived from Turnover Rate (per Year) |
| ∅ OnHand Quantity |
Average stock quantity within selected period (On Hand quantity beginning of period + On Hand quantity end of period / 2) |
| OnHand CostAmount Adjustment |
Cumulative Cost Amount Adjustment |
| OnHand CostAmount Posted |
Cumulative Cost Amounts posted to general ledger |
| OnHand CostPrice |
Cumulative Cost Price (cum. Cost Amount / cum. Quantity) |
| OnHand Quantity |
Cumulative Quantity of inventory movements |
| OnHand Quantity StartPeriod |
Calculates the OnHand Quantity at the start of a given period. |
| OnHand Quantity EndPeriod |
Calculates the OnHand Quantity at the end of a given period. |
Inventory KPIs
| Name |
Description |
| Reach (Days) |
Average days to run out of stock (in case nothing will be receipt/produced) |
| Reach % |
Calculates the percentage of on-hand quantity that has been issued, by dividing the on-hand quantity by the absolute value of the issued quantity. |
| Turnover Rate |
Issued Quantity in selected period / Ø OnHand Quantity |
| Turnover Rate (per Yr) |
Issued Quantity in selected period / Ø OnHand Quantity scaled on a Year |
Transaction Quantities
| Name |
Description |
| Quantity |
Quantity of the Inventory Transaction |
| Quantity Issue |
Quantity for Issued Transaction Types |
| Quantity Receipt |
Quantity for Receipt Transaction Types |
| Quantity Transfer (Issue) Quantity of Transaction of all Issued transfer movements |
|
| Quantity Transfer (Receipt) |
Quantity of Transaction of all Receipt transfer movements |
| Quantity YoY |
Deviation of Quantity compared to Previous Year |
| Quantity YoY % |
Deviation of Quantity compared to Previous Year in % |
Transaction CostAmounts
| Name |
Description |
| CostAmount Actual |
This measure represents the inventory cost amount actual, sourced from the value entry including adjustments. |
| CostAmount Adjustment |
Cost Amount Adjustment, derived from actualCostAmount (CostAmount Actual) when the adjustment flag is 1. |
| CostAmount Posted |
This measure represents the inventory cost amount posted, sourced from the value entry cost posted to the general ledger, including adjustments. |
| CostPrice |
Calculates the cost price by dividing the posted cost amount by the quantity, returning 0 if the quantity is zero. |
Counts
Item count measures for analyzing item portfolio and stock status:
| Name |
Description |
| # UniqueItems |
Number of Items with a transaction in selected period |
| # UniqueItems ATD |
Number of Items with any transaction in data history (All Time Data) |
| # Items OnHand |
Number of Items currently in stock (on-hand quantity > 0) |
| # Items OnHand (having Transactions) |
Number of Items with transactions and current stock |
| # Items OutOfStock |
Number of Items out of stock (on-hand quantity = 0) |
| # Items OutOfStock % |
Percentage of items that are out of stock |
| # Items Issue |
Number of Items with issued quantities in selected period |
| # Items Receipt |
Number of Items with receipt quantities in selected period |
| # Items without Transactions |
Number of Items without any transactions in selected period |
Time Intelligence Variants
Most base measures include time intelligence variants for trend analysis:
| Variant |
Description |
| PY |
Prior Year comparison (same period last year) |
| YoY |
Year-over-Year change (absolute difference) |
| YoY % |
Year-over-Year change (percentage) |
Examples:
- OnHand Quantity PY, OnHand Quantity YoY, OnHand Quantity YoY %
- Supply PY, Supply YoY, Supply YoY %
- Demand PY, Demand YoY, Demand YoY %
- Reach (Days) PY, Reach (Days) YoY, Reach (Days) YoY %
- Turnover Rate (per Yr) PY, Turnover Rate (per Yr) YoY, Turnover Rate (per Yr) YoY %
Technical measures used for dynamic axis scaling and conditional formatting in reports:
| Name |
Description |
| Line Y-Axis (min) |
Dynamic y-axis lower bound for line charts |
| Line Y-Axis (max) |
Dynamic y-axis upper bound for line charts |
| Col Y-Axis (min) |
Dynamic y-axis lower bound for column charts |
| Col Y-Axis (max) |
Dynamic y-axis upper bound for column charts |
| YoY CF |
Conditional formatting values for trend indicators |
| YoY Icon |
Icon selection for trend visualization |