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pejczi Frequent Visitor
Frequent Visitor

FIFO - Stock Calculation

Dear all, I would like to ask you how to calculate stock if the previous row is negative value.

For example :

First photo (on the left) shows my example values. I would like to create a new measure [Stock] which is calculating stock for a year -  if the volume left is < 0 in previous row , then the rest is being calculated in the next row, as the example on the 2nd photo shows.

 

More strict example :

 

I bought 60 pairs of shoes for 2019. I sold 70 of them, so total volume would be 60-70=-10. I know that I have to reorder next 10 pairs of shoes , I buy additional 30 pairs. My stock in 2nd order is 30-10=20. This is the same as example below.

In those pictures, I am buying some products measured in MWh. I bought 82 MWh on 1. January and sold 500 MWh to clients to clients. I decided to order on 5. January much more, so I bought 8760 MWh. I know that I owed 418 MWh to my customers, so my stock left is 8342.

 

How to calculate this stock ? Volume left is a measure which is calculated like this :

 

Volume Left = SUM(Hedge[Volume Hedge [MWh]]])-SUM(Sales[Sales Volume [MWh]]])

 

where Sales Volume is basically my sales from another table.

pbi.PNGpbi2.PNG

1 ACCEPTED SOLUTION

Accepted Solutions
pejczi Frequent Visitor
Frequent Visitor

Re: FIFO - Stock Calculation

Okay, I found a solution, maybe it'll help someone :

 

VolumeStock = 
CALCULATE (
    [Volume Left]; 
    FILTER (
        ALL ( Hedge ); 
        'Hedge'[Hedge Year] = MAX ( 'Hedge'[Hedge Year] )
            && Hedge[Hedge Price [zł]]] <= MAX ( Hedge[Hedge Price [zł]]] )
    )
)

and then another measure : Volume Stock = IF([VolumeStock]<0;0;[VolumeStock])
3 REPLIES 3
Aron_Moore Established Member
Established Member

Re: FIFO - Stock Calculation

pejczi Frequent Visitor
Frequent Visitor

Re: FIFO - Stock Calculation

Thank you for your answer.

 

Apparently, it sums wrong rows - it sums from the volume left from first row of each group, instead of every single from one group until its positive (basing on the article you sent).

 

VolumeStock = 
IF (
    MIN ( Hedge[Hedge Year] ) <= CALCULATE ( MAX ( Hedge[Hedge Year] ); ALL ( Hedge ) );
CALCULATE([Volume Left];FILTER(ALL(Hedge[Hedge Year]);(Hedge[Hedge Year])<=MAX(Hedge[Hedge Year]))))

 

pbi

pejczi Frequent Visitor
Frequent Visitor

Re: FIFO - Stock Calculation

Okay, I found a solution, maybe it'll help someone :

 

VolumeStock = 
CALCULATE (
    [Volume Left]; 
    FILTER (
        ALL ( Hedge ); 
        'Hedge'[Hedge Year] = MAX ( 'Hedge'[Hedge Year] )
            && Hedge[Hedge Price [zł]]] <= MAX ( Hedge[Hedge Price [zł]]] )
    )
)

and then another measure : Volume Stock = IF([VolumeStock]<0;0;[VolumeStock])