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Helper II
Helper II

Running Total

Hi All,

 

I have an issue I could use some help with. I need to create a running total measure instead of the below.

example.JPG

 

Where that has +'s and -'s for each month, this data isn't really totaled up so that it makes sense looking in the future.

Where I have this:

 

Current Month:

Current Inventory: 10

Ins: 5

Outs: 6

Final Inventory : 9

 

Next Month:

Current Inventory: 0 

Ins: 0

Outs: 7

Final Inventory : -7

 

I'd like this:

 

Current Month:

Current Inventory: 10

Ins: 5

Outs: 6

Final Inventory : 9

 

Next Month:

Current Inventory: 9 

Ins: 0

Outs: 7

Final Inventory : 2

 

Thanks!

 

1 ACCEPTED SOLUTION

Accepted Solutions
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Super User IV
Super User IV

Try Like this . Adding Inventory from day one.  I have used the same table. Use appropriate tables 

 

 

Inventory till date = 
Var _min_date_for_inventory = CALCULATE(maxx(all('Date'[Date Filer]),'Date'[Date Filer]))
Var _Todays_date=CALCULATE(maxx(ALLSELECTED('Date'[Date Filer]),'Date'[Date Filer]))

Var _inventory= CALCULATE(sum(Sales[Sales Amount]),Sales[Sales Date]<=_min_date_for_inventory)
Var   Sale_till_tody =CALCULATE(sum(Sales[Sales Amount]),filter(sales,Sales[Sales Date]<=maxx(Sales,Sales[Sales Date].[Date])))
Var   purchase_till_tody =CALCULATE(sum(Sales[Sales Amount]),filter(sales,Sales[Sales Date]<=maxx(Sales,Sales[Sales Date].[Date])))

return
_inventory+Sale_till_tody-purchase_till_tody

 

 



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View solution in original post

2 REPLIES 2
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Super User III
Super User III

Hi,

Share the link from where i can download your PBI file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Highlighted
Super User IV
Super User IV

Try Like this . Adding Inventory from day one.  I have used the same table. Use appropriate tables 

 

 

Inventory till date = 
Var _min_date_for_inventory = CALCULATE(maxx(all('Date'[Date Filer]),'Date'[Date Filer]))
Var _Todays_date=CALCULATE(maxx(ALLSELECTED('Date'[Date Filer]),'Date'[Date Filer]))

Var _inventory= CALCULATE(sum(Sales[Sales Amount]),Sales[Sales Date]<=_min_date_for_inventory)
Var   Sale_till_tody =CALCULATE(sum(Sales[Sales Amount]),filter(sales,Sales[Sales Date]<=maxx(Sales,Sales[Sales Date].[Date])))
Var   purchase_till_tody =CALCULATE(sum(Sales[Sales Amount]),filter(sales,Sales[Sales Date]<=maxx(Sales,Sales[Sales Date].[Date])))

return
_inventory+Sale_till_tody-purchase_till_tody

 

 



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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