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I am trying to write a DAX measure to calculate the top 3 consecutive months of sales. Once I have this calculated, I need to use the answer as my basis for inventory re-order point. So I need a DAX formula to calculate the all time top 3 consecutive months of sales. This number will then be used as the re-order point for when inventory fall below this number.
I tried this DAX Measure.
Consecutive 3 Months = CALCULATE(Sales_Summary[Total Summary Quantity],DATESINPERIOD('Calendar_Date_Tbl'[calendar_date],LASTDATE(Sales_Summary[sale_date]),-3,MONTH))
This does seem to work if I place the date in the visual table because with the dates in the table it just calculates the last three selling months.
Maybe I need to add a rank to the measure?
Would appreciate any ideas. Thanks in advance.
Solved! Go to Solution.
Hi @IamTDR,
Based on my test, it could work on my side, could you please offer me your data file and also you could download my sample pbix to have a view.
Regards,
Daniel He
Share some sample data and expected result in excel format
ISBN | Month | Quantity_Sold | Consecutive_Selling_Months |
1571 | 9/1/2018 | 7,521 | 12,620 |
1571 | 8/1/2018 | 3,575 | 11,634 |
1571 | 7/1/2018 | 1,524 | 12,934 |
1571 | 6/1/2018 | 6,535 | 20,985 |
1571 | 5/1/2018 | 4,875 | 21,908 |
1571 | 4/1/2018 | 9,575 | 21,598 |
1571 | 3/1/2018 | 7,458 | 21,571 |
1571 | 2/1/2018 | 4,565 | 15,687 |
1571 | 1/1/2018 | 9,548 | 14,700 |
1571 | 12/1/2017 | 1,574 | 11,700 |
1571 | 11/1/2017 | 3,578 | 10,126 |
1571 | 10/1/2017 | 6,548 | 6,548 |
So in this sample data this product's top consecutive month is 21,908. So I need that qty amount to later computer than if my inventory falls below 21,908 I will need to flag it to be re-ordered.
Hi @IamTDR,
Based on my test, you could refer to below steps:
Create a calender table and create the relationship:
Table = CALENDARAUTO()
Create measure:
Measure = CALCULATE(SUM(Table1[Quantity_Sold]),DATESINPERIOD('Table'[Date],MAX('Table'[Date]),-3,MONTH))
Result:
You could also download the pbix file to have a view.
Regards,
Daniel He
Thanks for the reply and suggestion. Yet I am still trying to find a way to just show the top 3 consecutive months of sales. The method you provided I came up with something similar. Is there a way to just just the one top consecutive month? So from your example, it would only show 21,908?
Overall I am trying to find a method to show top 3 consecutive months of sales for a bunch of different products. Once I have that information I want to use those numbers as a basis to calculate re-order stock point.
Hi @IamTDR,
Based on my test, you could create a new formula:
Max Value = IF([Measure]=MAXX(ALL('Table1'),'Table1'[Measure]),[Measure],BLANK())
Result:
Regards,
Daniel He
Thanks again for the help. I tried adding this measure to my report and only received blank results. I downloaded your example and added the measure to your report and it worked. Played around with it a bit and I now believe the issue is that with my actual data I have loads of different ISBNs not just one. When I added additional ISBNs to the sample data in your report, the measure proceeded to no longer work.
In the meantime I am trying to do the calculation now via SQL and then import the results via a table. Maybe my best case workaround.
Hi @IamTDR,
Could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?
Regards,
Daniel He
Sorry for the delay in response. Yes I was finally able to get your method to work! Thanks again for all the aid.
Hi @IamTDR,
Based on my test, it could work on my side, could you please offer me your data file and also you could download my sample pbix to have a view.
Regards,
Daniel He
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