Create a Key Performance Indicator (KPI) for Total Sales by Region

Create KPI for Total Sales by Region

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Question

You are a Dynamics 365 Finance developer.

You need to create a key performance indicator (KPI) that shows total sales by region.

Which two objects should you create? Each correct answer presents part of the solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

BE.

An aggregate measurement is a model that contains a collection of measures together with their corresponding dimensions.

Measures are aggregate numbers, such as Total Sales or Number of Orders.

Dimensions are slicers, such as Product, Vendor, or Customer, that help you analyze the measure.

For example, the measure of Total Sales isn't useful unless it can be sliced by Product, Region, and Customer.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/analytics

To create a key performance indicator (KPI) that shows total sales by region in Dynamics 365 Finance, you will need to create two objects: a dimension for region and a measure for total sales.

A dimension is a data element that categorizes or groups data, while a measure is a numeric value that can be used in calculations. An aggregated view is also needed to display the data in the KPI.

Here's a step-by-step guide on how to create the KPI:

  1. Create a dimension for region:

    • In the main menu, navigate to Organization administration > Global address book > Global address book parameters.
    • Click on the Global address book parameters and select the Address and contact information tab.
    • Under the Address and contact information tab, click on the Address setup tab.
    • Click on the New button and create a new dimension for region.
    • Select the appropriate values for the dimension, such as the region name and code.

  2. Create a measure for total sales:

    • In the main menu, navigate to Sales and marketing > Sales orders > All sales orders.
    • Click on the New button and create a new measure for total sales.
    • Select the appropriate values for the measure, such as the sales amount.

  3. Create an aggregated view for total sales:

    • In the main menu, navigate to Home > Common > Aggregate measurements > Aggregate measurements.
    • Click on the New button and create a new aggregated view for total sales.
    • Select the appropriate values for the aggregated view, such as the measure for total sales and the dimension for region.
    • Save the aggregated view.

  4. Create the KPI:

    • In the main menu, navigate to Home > Common > Key performance indicators > Key performance indicators.
    • Click on the New button and create a new KPI for total sales by region.
    • Select the appropriate values for the KPI, such as the aggregated view for total sales.
    • Save the KPI.

Once you have completed the above steps, you will have created a KPI that shows the total sales by region in Dynamics 365 Finance. The KPI can be displayed on a dashboard or a workspace for easy access and monitoring.

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