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Enhancing Data Analysis with Cubes 

Cube reports are designed to help you analyze your data more efficiently and effectively. These reports are crucial for your data analysis needs. 

 

These matrix-style reports enable you to customize the layout of your data by dynamically selecting rows or columns. This flexibility allows you to display your information in the most effective way for your analysis. 

The reports also include dynamic measures, accessible from the left-hand menu. For added convenience, you can select multiple measures or fields simultaneously using the CTRL (Windows) or Command (Mac) + click. 

Cube reports are readily available across all our Power BI apps. 

We will guide you through using the cube reports with an example: the “Item Sales Cube” report, available in the “Business Central Sales Insights” app

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To start, open the Sales Insights app in your Power BI and navigate to the “Item Sales Cube” report. 

Open Item Sales Cube Report.png

Example 1: Displaying Item Sales Profit by Salesperson and Month 

To achieve this, select “Item Profit (LCY)” from the left menu. Then, choose 'Salesperson' as rows and 'Month Year' as columns. 

Sales by Salesperson by month.png

Example 2: Enhanced Salesperson Analysis 

Continuing from the previous example, we now aim to analyze each Salesperson's customers and the items these customers purchased. Additionally, we want to display the Item Profit % alongside the Profit amount.

 

To accomplish this, create row hierarchies by selecting multiple rows using the CTRL or Command + click function. Since 'Salesperson' is already chosen in rows from the previous example, now select 'Sell-to Customer' and 'Item'. Do this by pressing the CTRL or Command key on your keyboard and clicking on ‘Sell-to Customer’ and ‘Item’.

 

Select multiple measures in the same manner, by pressing CTRL or Command and clicking on 'Item Profit %'. 

Finally, drill down (click on the 'Expand all down one level in the hierarchy' icon) to reveal detailed information about Customers and Items. 

Enhanced Salesperson Analysis.png

Please note that the order of selection is important. For instance, if you select 'Salesperson' first and 'Item' second, the hierarchy will place 'Salesperson' as level 1 and 'Item' as level 2. Conversely, if you select 'Item' first and 'Salesperson' second, 'Item' will be designated as level 1 and 'Salesperson' as level 2. 

By default, not all fields and measures are visible. To display all available measures and fields, set “Show More” to True in the filters pane.

Show more.png

If a field or measure is not currently available, please reach out to us, and we'll make sure to include it in our upcoming product updates.

If you would like to reuse the report next time you can save selected measures, columns, rows, and filters by using Personal bookmarks.

Personal Bookmark.png
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