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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_Number | Order_Quantity | Open Balance | Quant For Manufacturing | Units use | CloseBalance | MonthDate | Inbound |
A | 1 | 20 | 150 | 2 | 40 | 110 | 6 | 0 |
A | 1 | 10 | 150 | 1 | 10 | 140 | 6 | 0 |
A | 1 | 17 | 100 | 1 | 17 | 83 | 7 | 0 |
B | 1 | 1 | 100 | 4 | 4 | 96 | 7 | 0 |
B | 2 | 7 | 70 | 4 | 28 | 42 | 6 | 0 |
B | 2 | 1 | 70 | 2 | 2 | 68 | 6 | 0 |
A | 2 | 4 | 40 | 2 | 8 | 32 | 7 | 0 |
B | 2 | 10 | 40 | 1 | 10 | 30 | 7 | 0 |
B | 3 | 10 | 700 | 1 | 10 | 690 | 6 | 0 |
B | 3 | 17 | 700 | 4 | 68 | 632 | 6 | 0 |
A | 3 | 4 | 758 | 5 | 20 | 738 | 7 | 0 |
B | 3 | 1 | 738 | 2 | 2 | 736 | 8 | 0 |
B | 3 | 1 | 738 | 2 | 2 | 736 | 8 | 0 |
And i want to get :
my open balance is the last close balance for the same component group :
ProductID | Component_Number | Order_Quantity | Open Balance | Quant For Manufacturing | Units use | CloseBalance | MonthDate | Inbound |
A | 1 | 20 | 150 | 2 | 40 | 110 | 6 | 0 |
A | 1 | 10 | 110 | 1 | 10 | 100 | 6 | 0 |
A | 1 | 17 | 100 | 1 | 17 | 83 | 7 | 0 |
B | 1 | 1 | 83 | 4 | 4 | 79 | 7 | 0 |
B | 2 | 7 | 70 | 4 | 28 | 42 | 6 | 0 |
B | 2 | 1 | 42 | 2 | 2 | 40 | 6 | 0 |
A | 2 | 4 | 40 | 2 | 8 | 32 | 7 | 0 |
B | 2 | 10 | 32 | 1 | 10 | 22 | 7 | 0 |
B | 3 | 10 | 700 | 1 | 10 | 690 | 6 | 0 |
B | 3 | 17 | 690 | 4 | 68 | 622 | 6 | 0 |
A | 3 | 4 | 622 | 5 | 20 | 602 | 7 | 0 |
B | 3 | 1 | 602 | 2 | 2 | 600 | 8 | 0 |
B | 3 | 1 | 60 | 2 | 2 | 58 | 8 | 0 |
* 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
Solved! Go to Solution.
@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])))
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
@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])))
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