BI Tips: Build an On Hand Report in Under 10 Minutes!

Did you know BI can be used to pull In-stock Quantities and Costs by location or product? 

In this quick this example, we will walk you through setting up an In-stock report by location for your handset inventory.

  1. Begin by opening template 100 - smp - Date Single Day Inventory”.
    Build_an_On_Hand_Report_Image_1.png
  2. Choose Save As” and name your report: On Hand By Location.
  3. Next, open the query builder.
  4. Right click on the data in view to Clear Grid.”
    Build_an_On_Hand_Report_Image_2.png
  5. Navigate to the inventory activity measures — advanced inventory measures group.
    Open up that measure group and add in Instock Cost” and Instock Qty”.
    Build_an_On_Hand_Report_Image_3.png
  6. To report by location, we will need to Add Regions and Stores.Regions and Stores to the query.
  7. Change the existing category and product filter to point/​default from all products to your handset category.
  8. Choose OK” to move on the design screen.
  9. From within the design screen, drag your values onto the existing table -- removing the items you do not need.
  10. Format the Cost column into dollars. And you are done!
    Build_an_On_Hand_Report_Image_4.png

To learn more, join us for weekly training and How-To’s on report building and design during our BI Q&A: Mondays at 2 p.m. EST.

Looking for help with report building/​creation? Contact our team at training@​iQmetrix.​com.