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Regular Visitor

## Inventory turnover by month

Hello guys,

I need some hep, I m stuck. I try to create an monthly inventory turnover and monthly change %.

 Date Amount Balance 11/01/2016 100 100 12/01/2016 200 300 01/01/2017 50 350 02/01/2017 100 450 03/01/2017 500 950 04/01/2017 100 1050

I've managed to created Balance column.

Balance = CALCULATE( SUM(Table[CostAmountTotal]), FILTER(  ALLSELECTED(Table[Period]),  ISONORAFTER(Table[Period], MAX(Table[Period]), DESC)))

But I'm not able to calculate monthly change %.I don't know how to make an reference to previous period.

Any  hints are usefull

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator

## Re: Inventory turnover by month

Hi @spidione,

Assume the same data has two columns Date and Amount as you mentioned, we can create below calculated columns:

Balance = CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[Date]<=EARLIER('Table'[Date])))

MonthlyChange% = var premonth=CALCULATE(SUM('Table'[Amount]),FILTER('Table',EARLIER('Table'[Date])=DATEADD('Table'[Date],1,MONTH)))
return
DIVIDE(CALCULATE(SUM('Table'[Amount])-premonth),premonth)

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 REPLIES 4
Regular Visitor

## Re: Inventory turnover by month

You will need something like:

That -1 MONTH will be the interval to substract so you can get to the previous period of whatever Calendar[Date] you give.

Moderator

## Re: Inventory turnover by month

Hi @spidione,

Assume the same data has two columns Date and Amount as you mentioned, we can create below calculated columns:

Balance = CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[Date]<=EARLIER('Table'[Date])))

MonthlyChange% = var premonth=CALCULATE(SUM('Table'[Amount]),FILTER('Table',EARLIER('Table'[Date])=DATEADD('Table'[Date],1,MONTH)))
return
DIVIDE(CALCULATE(SUM('Table'[Amount])-premonth),premonth)

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Regular Visitor

## Re: Inventory turnover by month

thanks.

EARLIER function is very good.

Regular Visitor

## Re: Inventory turnover by month

@v-qiuyu-msft

Solution is working well, but I have a small problem.

The table is a summarized tabled calculated from a lot of transactions using summarize function.

In detail table I have a column , Category.

How to make possible to filterby this column and summarized table to be filtered ?