Ending Balance Dependent on % of Beginning Balance

[yaizawa]

Hello,

I'm trying to create a measure on projected ending balance of inventory as: beginning balance + est. purchase (based on % of beginning: #s dependent of beginning balance) - est. shipment (#s independent of this calculation) = ending balance. 

Below is what i'd like to achieve:

Month	Current	+1	+2	+3	+4
beg		1,000	700	520	412
purchase		100	100	100	100
out		400	280	208	165
end	1000	700	520	412	347

Basic data:

Date	on-hand inv ($)
8/31/2020	1000

purchase data:

Date	purchase
8/31/2020	100
9/30/2020	100
10/31/2020	100
11/30/2020	100

out data: 40% of beginning balance (recursive)

[amitchandak]

@yaizawa , can you share sample source data for this

[Greg_Deckler]

@yaizawa - What does the source data look like? Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[yaizawa]

Thanks for the tip as this was my first time posting a question.

added simple sample data. it looks like DAX won't be able to perform recursive measure to take % of beginning balance..

[Greg_Deckler]

@yaizawa - Oooo, yeah DAX hates recursive with a passion, I have fought with it for ages. This is the best I have come up with:

https://community.powerbi.com/t5/Community-Blog/Previous-Value-Recursion-in-DAX/ba-p/638320

[yaizawa]

@Greg_Deckler  - thanks for the response and the link!