Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
BlueM
New Member

inventory management - cumulative close balance

Ciao friends,

I came into a "deadend"  ,

I'm attempting to build an rolling inventory balance, what iam looking for is 

to build a table, that display :

my componente number, my open balance, units of componente that needed for a production, and close balance 

( close balance calculate is - open balance  less (-) units of componente that needed for a production)

my problem is to create cumulative for remaine close balance ( for that i need to create rolling open balance like in the example ) - for next row open balance

 

my data today looks like this : 

my open balance is the same for all  rows

ProductID Component_NumberOrder_QuantityOpen BalanceQuant For ManufacturingUnits useCloseBalanceMonthDateInbound
A12015024011060
A11015011014060
A1171001178370
B11100449670
B27704284260
B2170226860
A2440283270
B210401103070
B31070011069060
B31770046863260
A3475852073870
B317382273680
B317382273680

 

And i want to get : 

my open balance is the last close balance for the same component group : 

 

ProductID Component_NumberOrder_QuantityOpen BalanceQuant For ManufacturingUnits useCloseBalanceMonthDateInbound
A12015024011060
A11011011010060
A1171001178370
B1183447970
B27704284260
B2142224060
A2440283270
B210321102270
B31070011069060
B31769046862260
A3462252060270
B316022260080
B3160225880

 

* Data : all data store in the same table,

the table containe also orderdate and etc

the inventory is manage monthly level

Inbound - is new inventory that will come in, for the simplicity is 0 now 

 

my main goal - is to recognize/locate the componente that are out of stock or will be in the future

(will appear  negative in the open balance for future production)

 

 will appreciate any help

or even a diffrent solution if you have in mind

 

 

 

https://drive.google.com/drive/folders/1ZudPINXPhofTH3P0L1ftm9CKvPRLveLm?usp=sharing

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@BlueM , These things usually need to build using initial balance

 

example of inventory code

 

Inventory / OnHand
CALCULATE(firstnonblankvalue('Date'[Month]),sum(Table[Intial Inventory]),all('Date')) + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <=maxx(date,date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <=maxx(date,date[date])))

View solution in original post

2 REPLIES 2
v-henryk-mstf
Community Support
Community Support

Hi @BlueM ,

 

Whether the advice given by @amitchandak  has solved your confusion, if the problem has been solved you can mark the reply for the standard answer to help the other members find it more quickly. If not, please point it out.


Looking forward to your feedback.


Best Regards,
Henry

amitchandak
Super User
Super User

@BlueM , These things usually need to build using initial balance

 

example of inventory code

 

Inventory / OnHand
CALCULATE(firstnonblankvalue('Date'[Month]),sum(Table[Intial Inventory]),all('Date')) + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <=maxx(date,date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <=maxx(date,date[date])))

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.