DAX/Formula HELP!

[Anonymous]

Sorry for the vague subject - I am unsure how to categorize this. I am attempting to predict the inventory for the rest of the year. I currently have ending inventory data for months 1 through 5. To calculate the predicted inventory for the rest of the year, I need to take the previous month's ending inventory and add the Additional. However, this only works once. After that, I would need to self-reference the predicted ending inventory measure but this causes a circular reference. So - how do I perform this calculation?  Thank you!! 

MONTH	BEG INV	ADDITIONAL	END INV	Predicted Ending Inventory
1	100	100	200	200
2	200	100	300	300
3	300	50	350	350
4	350	200	550	550
5	550	50	600	600
6		100		700
7		200		900
8		100		1000
9		100		1100
10		50		1150
11		100		1250
12		50		1300

[caochs]

Hi @Anonymous - I see that you already marked the solution, but thought I'd share this measure with you any way.  Let me know if you have any questions:

Predicted Ending Inv = 
//Find the last month with an ending inventory for use later
VAR maxEndInvMonth =
    CALCULATE (
        MIN ( 'Table'[MONTH] ),
        FILTER ( ALL ( 'Table' ), ISBLANK ( 'Table'[END INV] ) )
    )
RETURN
    SUMX (
        ADDCOLUMNS (
            SUMMARIZE (
                'Table',
                'Table'[MONTH],
                'Table'[END INV],
                //Start the running total once there is no longer an ending inventory
                "RunningAdditionalNoEndingInventory", CALCULATE (
                    SUM ( 'Table'[ADDITIONAL] ),
                    FILTER (
                        ALL ( 'Table' ),
                        'Table'[MONTH] <= MAX ( 'Table'[MONTH] )
                            && 'Table'[MONTH] >= maxEndInvMonth
                    )
                )
            ),
            //This column is for demonstration purposes only and is not needed for the calculation
            "EarlierEndInv", CALCULATE (
                MAX ( 'Table'[END INV] ),
                FILTER ( 'table', 'table'[MONTH] < EARLIER ( 'table'[MONTH], 1 ) )
            ),
            //Check if the month has an ending inventory, if it does not then use the running total plus the "EARLIER" ending inventory.  If it has an ending inventory use that instead.
            "PredictedEndingInv", IF (
                CALCULATE ( MAX ( 'Table'[MONTH] ) ) >= maxEndInvMonth,
                CALCULATE (
                    MAX ( 'Table'[END INV] ),
                    FILTER ( ALL ( 'table' ), 'table'[MONTH] < EARLIER ( 'table'[MONTH], 1 ) )
                ) + [RunningAdditionalNoEndingInventory],
                'Table'[END INV]
            )
        ),
        [PredictedEndingInv]
    )

[Anonymous]

@caochs thank you!!! Very helpful.

[parry2k]

@Anonymous you are pretty much looking for running total

Predicted Ending Inventory = 
CALCULATE ( 
SUM ( Table[Beg Inv] ) +
SUM ( Table[Additionaol ),
FILTER ( 
ALL ( Table ),
Table[Month] <= MAX ( Table[Month] )
)

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[Anonymous]

@parry2k thanks for the response.  I think this is in the right direction, however, my results were as follows:

MONTH	BEG INV	ADDITIONAL	END INV	Predicted Ending Inventory	PARRY2K FORMULA
1	100	100	200	200	200
2	200	100	300	300	500
3	300	50	350	350	850
4	350	200	550	550	1400
5	550	50	600	600	2000
6		100		700	2100
7		200		900	2300
8		100		1000	2400
9		100		1100	2500
10		50		1150	2550
11		100		1250	2650
12		50		1300	2700

[camargos88]

Hi @Anonymous ,

Create a new blank query and paste this mcode to create a recursive function:

(_table as table, _month as number, _currentMonth as number, _inventoryValue as number) as number =>
let
Source = Table.SelectRows(_table, each [MONTH] = _month),
BEG_INV = if Source[BEG INV]{0} = null or _month > 1 then 0 else Source[BEG INV]{0},
ADDITIONAL = if Source[ADDITIONAL]{0} = null then 0 else Source[ADDITIONAL]{0},
PredictValue = _inventoryValue + ADDITIONAL + BEG_INV,
Result = if _month < _currentMonth then @fn_PredictValues(_table, _month + 1, _currentMonth, PredictValue) else PredictValue
in
Result

Use this mcode to create your base table:

let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("bcxBCsAgDATAr0jOOSSxse1bxP9/Q7GrSMllWYZNaiUlJhXZaSMbVzL05Rme0Zl8sn98oa8jhzs65gVfyuhp/07Tbpgd9gS7NzAVoB+m0dB+w9YB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [MONTH = _t, #"BEG INV" = _t, ADDITIONAL = _t, #"END INV" = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"MONTH", Int64.Type}, {"BEG INV", Int64.Type}, {"ADDITIONAL", Int64.Type}, {"END INV", Int64.Type}}),
#"Added Custom" = Table.AddColumn(#"Changed Type", "Custom", each fn_PredictValues(#"Changed Type", 1, [MONTH], 0))
in
#"Added Custom"

or create a custom column like this:

[parry2k · Accepted solution]

@Anonymous try this measure

Measure 3 = 
SUMX ( 
    FILTER ( ALL ( Bal[MONTH] ), Bal[MONTH] <= MAX ( Bal[MONTH] ) ),
    CALCULATE ( SUM ( Bal[ADDITIONAL] ) ) 
)
+ CALCULATE ( SUM ( Bal[BEG INV] ), Bal[MONTH] = 1 )

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[Anonymous]

Awesome - thank you so much!