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spidione Regular Visitor
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 %.

DateAmountBalance
11/01/2016100100
12/01/2016200300
01/01/201750350
02/01/2017100450
03/01/2017500950
04/01/20171001050

 

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 v-qiuyu-msft
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)

 

q5.PNG

 

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
Joorge_C Regular Visitor
Regular Visitor

Re: Inventory turnover by month

You will need something like:

 

DATEADD(Calendar[Date},-1MONTH)

 

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

Moderator v-qiuyu-msft
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)

 

q5.PNG

 

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.
spidione Regular Visitor
Regular Visitor

Re: Inventory turnover by month

thanks.

EARLIER function is very good.

spidione Regular Visitor
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 ?