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Angie_
Frequent Visitor

Automate the turnover calculation

Hi, 

 

May i know how to use power BI to create an automation to calculate the turnover repriod of my inventory.

 

For example, I have the data for my monthly purchase and the ending inventory. How do I automate using power BI to help me calculate the turnover for every month? (total up of how many months of purchase in order to cover the particular month ending inventory)

 

As i have multiple items and the manual way I'm doing is to sum up my total puchase in order to cover the ending inventory. Like for example the manual calculation for Jun'21:

Item "A" - sum up the purchase from Apr'20 to Jun'21 ($3.2M) in order to cover the ending inventory balance for Jun'21 ($3M). So the turnover for Item A for Jun'21 is 15 months.

 

Is there any way to automate this rather than calculating it item by item and month by month? As every month the particular item will have different turnover depands on the Purchase amount and the balance remaining as inventory.

 

Example from below table, is the manual way i use to calculate the Turnover, from here can see different item and every month will have different turnaround.

 

Thank you.

 

Item #MonthTotal PurchaseEnding InventoryTurnover
AJAN-20               500,000                4,000,000 
 FEB-20               200,000                4,000,000 
 MAR-20               400,000                4,000,000 
 APR-20               400,000                4,000,000 
 MAY-20               200,000                4,000,000 
 JUN-20               200,000                4,000,000 
 JUL-20               100,000                4,000,000 
 AUG-20               200,000                4,000,000 
 SEP-20               400,000                4,000,000 
 OCT-20               400,000                4,000,000 
 NOV-20               200,000                4,000,000 
 DEC-20               200,000                4,000,000 
 JAN-21               100,000                4,000,000 
 FEB-21               100,000                4,000,000 
 MAR-21               300,000                4,000,000 
 APR-21               100,000                4,000,00016
 MAY-21               200,000                3,000,00014
 JUN-21               100,000                3,000,00015
BJAN-20         22,900,000           154,000,000 
 FEB-20         22,600,000           155,000,000 
 MAR-20         11,100,000           157,000,000 
 APR-20           7,200,000           158,000,000 
 MAY-20         19,300,000           165,000,000 
 JUN-20         18,600,000           166,000,000 
 JUL-20         18,500,000           167,000,000 
 AUG-20         18,500,000           169,000,000 
 SEP-20         16,200,000           166,000,000 
 OCT-20         21,300,000           161,000,00010
 NOV-20         17,200,000           163,000,00010
 DEC-20         18,500,000           161,000,00010
 JAN-21         17,300,000           161,000,0009
 FEB-21         17,600,000           162,000,0009
 MAR-21         22,000,000           162,000,0009
 APR-21         21,800,000           161,000,0009
 MAY-21         17,800,000           159,000,0009
 JUN-21         20,000,000           160,000,0009
CJAN-20           2,100,000             14,000,000 
 FEB-20           2,300,000             13,000,000 
 MAR-20           1,500,000             13,000,000 
 APR-20               800,000             13,000,000 
 MAY-20           2,100,000             13,000,000 
 JUN-20           2,400,000             13,000,000 
 JUL-20           2,500,000             13,000,0007
 AUG-20           2,100,000             13,000,0007
 SEP-20           2,900,000             13,000,0007
 OCT-20           2,900,000             13,000,0006
 NOV-20           2,700,000             13,000,0005
 DEC-20           2,500,000             13,000,0005
 JAN-21           2,100,000             13,000,0005
 FEB-21           2,000,000             13,000,0006
 MAR-21           2,800,000             13,000,0006
 APR-21           2,100,000             12,000,0006
 MAY-21           2,000,000             12,000,0006
 JUN-21           2,300,000             12,000,0006
1 REPLY 1
amitchandak
Super User
Super User

@Angie_ , with help from date tbale you can try measures like

 

Rolling 15 = CALCULATE(sum(Table[Ending Inventory]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-15,MONTH))

 

or

Avg Inv = AverageX(Values(date[Month year]) , calculate(sum(Table[Ending Inventory]))) //ot endofmonth inventory

Rolling 15 = CALCULATE([Avg Inv],DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-15,MONTH))

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