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ERP & Analytics

Customer-Wise Purchase Analytics for Business Central

A Power BI solution that links Business Central sales and purchase data to reveal customer-wise purchasing, sales, and margin insights.

The Challenge

Connecting Purchases Back to Customers

Business Central links sales to customers and purchases to vendors, limiting direct visibility into customer-wise purchase costs and margins.

Missing Customer Link Purchase records are linked to vendors, with no native direct relationship showing the customer associated with each purchase.
Separate Transactions Open and invoiced transactions reside across different Business Central tables, complicating customer-level analysis.
Purchase Attribution Purchase amounts could not be directly attributed to customers without linking corresponding sales and purchase records.
Margin Visibility Without customer-wise purchase attribution, analyzing sales, purchase costs, and gross margin by customer was difficult.
Objective

What We Set Out to Achieve

Enable customer-level purchase and margin analysis by connecting Business Central sales and purchase transactions in Power BI. The solution needed to map open and invoiced purchases to their originating customers using shared Order Code and Project Code values while supporting analysis of invoiced purchases, open purchases, sales, and gross margin.
Our Approach & Solution

How We Connected Purchases to Customers

Power BI uses a composite OrderProject Key, customer lookup tables, DAX logic, and model relationships to connect Business Central purchases with customers.

01
Build Composite Key
Order Code and Project Code were combined into an OrderProject Key across relevant Business Central tables, creating a common identifier for matching sales and purchases.
02
Map Customer Records
Customer lookup tables for open and invoiced sales map each OrderProject Key to its customer, providing the bridge needed for purchase attribution.
03
Enable Customer Analysis
DAX LOOKUPVALUE logic assigns customers to purchase records, while model relationships enable customer-wise sales, purchase, and margin analysis.
Smart Fallback
Invoiced customer records are prioritized first, with open sales records used as a fallback when an invoiced customer match is unavailable.
Native Solution
The solution uses standard Business Central data, Power Query, DAX, and Power BI modeling without custom visuals or external APIs.
Results & Impact

Customer-Level Financial Visibility

The solution connects purchase costs with customers, enabling analysis of open purchases, invoiced purchases, sales, and margin.

E2E
Purchase Attribution
2
Customer Lookup Paths
1
Composite Linking Key
360ยฐ
Customer Cost Visibility
Conclusion

The Bigger Picture

By combining Order Code and Project Code into a shared OrderProject Key, the Power BI solution bridges the gap between customer-linked sales and vendor-linked purchase transactions in Business Central. Customer lookup tables and DAX logic enable both open and invoiced purchases to be associated with the relevant customer. This provides clearer visibility into customer-wise purchase costs, sales, and gross margin while supporting more informed financial and operational analysis.

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