ERP-connected inventory reconciliation dashboard
Gave finance and operations a shared, refreshable view of stock, costing and reconciliation exceptions through a report connected directly to Business Central and Navision data.
Evidence inputs
- Group finance and operations reporting across Dynamics 365 Business Central and Navision data.
- Power BI · DAX · Power Query
Transformation
- Connected the report to ERP data so reconciliation views refresh without manually prepared extracts.
- Structured analysis around balances, costing, movements and exceptions for joint investigation.
- Kept public evidence at pattern level without exposing internal item, entity or warehouse detail.
Controls & assurance
- Used direct ERP data to reduce handling and make reconciliation repeatable.
- Prioritised actionable exceptions over decorative reporting.
Output
- Published an internal inventory reconciliation view connected directly to ERP data.
Business value
- Improves inventory control through a common, refreshable view of stock and exceptions.
- Problem
Manual exports obscured the relationship between ERP stock, costing logic and operational exceptions.
- Approach
Connected the report to ERP data so reconciliation views refresh without manually prepared extracts.
- Outcome
Published an internal inventory reconciliation view connected directly to ERP data.
Improves inventory control through a common, refreshable view of stock and exceptions.
Transformation route
- 01
Connected the report to ERP data so reconciliation views refresh without manually prepared extracts.
- 02
Structured analysis around balances, costing, movements and exceptions for joint investigation.
- 03
Kept public evidence at pattern level without exposing internal item, entity or warehouse detail.
Decision log
- Used direct ERP data to reduce handling and make reconciliation repeatable.
- Prioritised actionable exceptions over decorative reporting.
This case study proves
- Power BI Data & Reporting Applied
What I learned
- BI becomes operationally useful when live data, control logic and ownership meet in one view.
Future improvements
- Create a sanitised demonstration with dummy data, example measures and an exception workflow.