Power BI 2.1 - Release notes

There are currently two templates one that works for versions 2017.2 and later and one that works for versions 2019 and later. The reason for this is that we wanted to have version of the template for the 2017.2 versions that is in use all over the world, but we also wanted to be able to add new fields and tables for the current and coming versions.

The following release notes apply to both versions except for the last section that lists changes between the two templates.

There were three major updates to the templates:

  • Sales person was added
  • Staff login is now displayed in all reports instead of staffID that has been hidden since it should only be used for relationships.
  • Customer order lines were added. Drillthrough available from Customer orders.
  • Stock movement report was added
    • For this to work correctly the stored procedure found in this sql script (DimDateCreate.sql) needs to be run against the LS One database before connecting it to the template.

    • If you can for some reason not add it to the database, you want to run the reports against, the Stock movement table must be deleted from the template prior to connecting to database from the template.

Following is a more detailed description of what changes were made to the model and reports in the templates.

Model

  • Sales person field added to Sales table (This field is the StaffID for the sales person of the item)
  • StaffID was hidden from Sales Person and Staff table as it is only used for relationships in the model and Login is the only ID known to the customer.
  • Relationship created from Sales – Sales Person to Sales Person – StaffID
  • Stock movement table added to model
  • Customer order lines table added to model. Data about items in order is extracted from transaction information and expanded to order lines.
  • Relationship created from Customer orders – OrderID to Customer Order Lines – OrderID and from Customer Order Lines – ItemID to Items - ItemID

Reports and dashboards

  • Sales person and POS user added to Item sales – detailed report and to Sales report.
  • Customer Order and Quote lines report created with added drill through from Customer Orders and Quotes report.

Difference between templates for 2019 and 2017.2

Same changes applied to both versions

 

Inserted: June 2019
Version: LS One 2019