Dax solution required (or power query if that is more appropriate)

[saad_mce]

Hi all,

I need the help of the wizards in this forum to get a report in powerbi.

I download this data in excel from our ERP system on finished goods SKUs. There are few hundred SKUs.

The data up to column H is from the ERP system. The data starts from today's date to show the on hand stock today. It then goes on to show the stock consumption by customer orders and stock increase by production.

The type of demand is noted in column C and the stock amount consumed by demand or added by production is shown is column G.

The solutions are required for the below issues. I want to get the solution in DAX preferably. I want to run this report each Monday with fresh data from system. The spreadsheet has 100s of SKUs sorted by SKU code (column A) and date of activity of that SKU (column D). Column A to H will be from system and the columns I & J should be calculated column in DAX. I am open to get the solutions in measures as well or power query.

1. I used a sumifs formula in the 1st calculated column (column I) to calculate the available quantity after each addition/subtraction of stock (SUMIFS(G$2:G2,A$2:A2,$A2)). What formula to use in DAX to get this calculated?

2. The 2nd problem is with 2nd calculated column (column J). I want to run a formula that will be blank if we have stock today and "OOS now" if we have zero or negative stock today. It is easy to complete this formula alone, but could not find out how to combine with the next set of problems.

3. If we go out of stock in future before next production or between two productions, I want the column to say "POOS before Prod" (potential out of stock). This requires looking at the available Qty column (column I) and Rec/reqd quantity (column G)

4. If we have no planned production for this SKU, I want the formula to say "POOS & no Prod Planned". Again the formula needs to look in the negative values of column I and if there are any receipts in column G. 

Any suggestion will be greatly appreciated.

A	B	C	D	G	I	J
Material	Material Description	MRP element	Planned dates	Rec./reqd quantity	Available Qty	Issues
10007	Product 1	Stock	26/05/2021	3,960	3,960
10007	Product 1	Demand	28/05/2021	-                          1,512	2,448
10007	Product 1	Demand	27/08/2021	-                          1,512	936
10007	Product 1	Demand	27/10/2021	-                          1,512	-                576	POOS before Prod
10007	Product 1	PldOrd	29/10/2021	6,048	5,472	Production
10017	Product 2	Stock	26/05/2021	-	-	OOS now
10017	Product 2	Demand	28/05/2021	-                        12,096	-          12,096	POOS before Prod
10017	Product 2	PrcOrd	1/06/2021	12,096	-	Prod
10017	Product 2	Demand	27/09/2021	-                        12,096	-          12,096	POOS before Prod
10017	Product 2	PldOrd	29/10/2021	12,096	-	Prod
10020	Product 3	Stock	26/05/2021	5,000	5,000
10020	Product 3	Demand	28/05/2021	-                        12,096	-            7,096	POOS & no Prod Planned
10020	Product 3	Demand	1/06/2021	-                        12,096	-          19,192	POOS & no Prod Planned
10020	Product 3	Demand	27/09/2021	-                        12,096	-          31,288	POOS & no Prod Planned
10020	Product 3	Demand	29/10/2021	-                        12,096	-          43,384	POOS & no Prod Planned

[saad_mce]

Thank you Miguel. Great solution.

[MFelix · Accepted solution]

Hi @saad_mce ,

Add the following two columns to your model:

Available Qty =
CALCULATE (
    SUM ( 'Table'[Rec./reqd quantity] ),
    FILTER (
        ALL ( 'Table' ),
        'Table'[Planned dates] <= EARLIER ( 'Table'[Planned dates] )
            && 'Table'[Material] = EARLIER ( 'Table'[Material] )
    )
)

Issues = 
VAR nextproduction =
    MAXX (
        FILTER (
            ALL ( 'Table' ),
            'Table'[Material] = EARLIER ( 'Table'[Material] )
                && 'Table'[Planned dates] >= EARLIER ( 'Table'[Planned dates] )
                && 'Table'[MRP element] IN { "PldOrd", "PrcOrd" }
        ),
        'Table'[Rec./reqd quantity]
    )
RETURN
    SWITCH (
        TRUE (),
        'Table'[MRP element] IN { "PldOrd", "PrcOrd" }, "Production",
        'Table'[Available Qty] > 0, BLANK (),
        'Table'[Rec./reqd quantity] = 0, "OSS Now",
        nextproduction > 0, "POOS before Prod",
        "Poos & no Prod Planned"
    )

See PBIX file attach.