Inventory value cube (InventValueCube) for Microsoft Dynamics AX 2012 R2 and R3

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

The Inventory value cube for Microsoft Dynamics AX provides data that can help you evaluate the performance of your inventory. It provides measurements that provide insight into how the value of inventory has evolved over time. A set of key performance indicators (KPIs) are available to assist the process of improving financial performance of inventory management. This article provides details about the cube.

Reference

Deployment

Configuration keys

Tables and views

Measures

Calculated measures

Key performance indicators

Security

Resources

Analytics in Microsoft Dynamics AX

Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3

Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack

Deployment

The Inventory value cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.

Configuration keys

The following configuration keys are required to use all features of the Inventory value cube:

  • Trade (LogisticsBasic)

Tables and views

The Inventory value cube uses data from the following tables and views:

  • InventSite table

  • InventValueCube view

Measures

The Inventory value cube includes the following measure groups.

Inventory value

This measure group is based on the InventValueCube view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Net amount change

InventValueCube.Amount

Sum

The sum of transactions between two periods, in monetary value.

Company

Sites

Released products

Styles

Colors

Configurations

Sizes

Fiscal period date

Inventory value

Date (exchange rate date)

NoteNote

The Date (exchange rate date) dimension is associated with this measure only in Microsoft Dynamics AX 2012 R3.

Net quantity change

InventValueCube.Qty

Sum

The sum of transactions between two periods, disregarding the unit of measure.

Net issue quantity change

InventValueCube.IssueQty

Sum

The sum of issue transactions between two periods, disregarding the unit of measure.

Net receipt quantity change

InventValueCube.ReceiptQty

Sum

The sum of receipt transactions between two periods, disregarding the unit of measure.

Net issue amount change

InventValueCube.IssueAmount

Sum

The sum of issue transactions between two periods, in monetary value.

Net receipt amount change

InventValueCube.ReceiptAmount

Sum

The sum of receipt transactions between two periods, in monetary value.

Exchange rates by day

This measure group is based on the BIExchangeRateView view and includes the following measures.

Note

This measure group is available only in Microsoft Dynamics AX 2012 R3.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Exchange rate

BIExchangeRateView.CrossRate

Max

The exchange rate.

Currency

Date (exchange rate date)

Analysis currency

Calculated measures

The Inventory value cube contains the following calculated measures.

Calculated measure

Aggregation

Associated measure group

Description

Beginning quantity

Sum

Undefined

The balance as of period start, disregarding the unit of measure.

Ending quantity

Sum

Undefined

The balance as of period end, disregarding the unit of measure.

Net issues quantity

Sum

Undefined

The sum of issue transactions holding an InventTransType specified in the Issue transaction field, disregarding the unit of measure.

Beginning amount

Sum

Undefined

The balance as of period start, in monetary value.

Ending amount

Sum

Undefined

The balance as of period end, in monetary value.

Net issues amount

Sum

Undefined

The sum of issue transactions holding an InventTransType specified in the Issue transaction field, in monetary value.

Days to date

No aggregation

Undefined

The number of days between periods.

Products with transactions quantity

No aggregation

Not applicable

The products that hold an ending balance of type Quantity.

Product rank quantity

No aggregation

Undefined

The numeric ranking of products based on quantity.

Cumulative quantity

No aggregation

Undefined

The cumulative quantity value of product N.

Cumulative quantity previous

No aggregation

Undefined

The cumulative quantity value of product N-1.

Total quantity

No aggregation

Undefined

The total quantity value of all products.

Cumulative % of the total quantity

No aggregation

Undefined

The cumulative percentage of the total quantity of product N.

Cumulative % of the total quantity previous

No aggregation

Undefined

The cumulative percentage of the total quantity of product N-1.

ABC category quantity

No aggregation

Undefined

The ABC classification of the product based on quantity measurement (C:80%, B:15%, A:5%).

Products with transactions amount

No aggregation

Not applicable

The products that hold an ending balance of type Amount.

Product rank amount

No aggregation

Undefined

The numeric ranking of products based on quantity.

Cumulative amount

No aggregation

Undefined

The cumulative amount of product N.

Cumulative amount previous

No aggregation

Undefined

The cumulative amount of product N-1.

Total amount

No aggregation

Undefined

The total amount of all products.

Cumulative % of the total amount

No aggregation

Undefined

The cumulative percentage of the total amount of product N.

Cumulative % of the total amount previous

No aggregation

Undefined

The cumulative percentage of the total amount of product N-1.

ABC category amount

No aggregation

Undefined

The ABC classification of the product based on amount measurement (C:80%, B:15%, A:5%).

Inventory turn quantity

No aggregation

Undefined

Net issues quantity / ((Beginning quantity + Ending quantity) / 2)

Inventory turn amount

No aggregation

Undefined

Net issues amount / ((Beginning amount + Ending amount) / 2)

Unit cost

No aggregation

Undefined

Ending amount / Ending quantity

Rank

No aggregation

Undefined

Inventory turn quantity / Ending amount

Issue transactions

No aggregation

Not applicable

Used to filter InventTransType of type Sales, ProdLine, Project, Asset, KanbanJobPickingList, KanbanJobWIP, and KanbanEmptied.

Key performance indicators

The following sections describe the key performance indicators (KPIs) in the Inventory value cube.

KPI calculations

The following table lists the KPIs that are associated with the Inventory value cube. You can use the information in the following table to help verify the information in your KPIs.

KPI

Associated measure group

Calculation

Days of inventory quantity

All

Ending quantity / (Net issues quantity / Days to date)

Weeks of inventory quantity

All

Ending quantity / (Net issues quantity / (Days to date / 7))

Months of inventory quantity

All

Ending quantity / (Net issues quantity / (Days to date / 30))

Inventory turn quantity

All

Net issues quantity / ((Beginning quantity + Ending quantity) / 2)

Days of inventory amount

All

Ending amount / (Net issues amount / Days to date)

Weeks of inventory amount

All

Ending amount / (Net issues amount / (Days to date / 7))

Months of inventory amount

All

Ending amount / (Net issues amount / (Days to date / 30))

Inventory turn amount

All

Net issues amount / ((Beginning amount + Ending amount) / 2)

Role Centers

Except for the Cost controller Role Center page which displays KPIs by default, the KPIs of the Inventory value cube are not displayed on Role Center pages. For information about how to add them to Role Center pages, see Manage KPIs.

Security

The Inventory value cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

  • Chief executive officer

  • Chief financial officer

  • Cost accountant

  • Cost clerk

  • Materials manager

  • Warehouse manager