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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

DAX/Formula HELP!

Sorry for the vague subject - I am unsure how to categorize this. I am attempting to predict the inventory for the rest of the year. I currently have ending inventory data for months 1 through 5. To calculate the predicted inventory for the rest of the year, I need to take the previous month's ending inventory and add the Additional. However, this only works once. After that, I would need to self-reference the predicted ending inventory measure but this causes a circular reference. So - how do I perform this calculation?  Thank you!! 

 

MONTHBEG INVADDITIONALEND INVPredicted Ending Inventory
1100100200200
2200100300300
330050350350
4350200550550
555050600600
6 100 700
7 200 900
8 100 1000
9 100 1100
10 50 1150
11 100 1250
12 50 1300



Need Help
  • parry2k's avatar
    parry2k
    6 years ago

    Anonymous try this measure

     

    Measure 3 = 
SUMX ( 
    FILTER ( ALL ( Bal[MONTH] ), Bal[MONTH] <= MAX ( Bal[MONTH] ) ),
    CALCULATE ( SUM ( Bal[ADDITIONAL] ) ) 
)
+ CALCULATE ( SUM ( Bal[BEG INV] ), Bal[MONTH] = 1 )

     

    I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

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7 Replies

  • caochs's avatar
    caochs
    Regular Visitor
    6 years ago

    Hi Anonymous - I see that you already marked the solution, but thought I'd share this measure with you any way.  Let me know if you have any questions:

     

     

     

    Predicted Ending Inv = 
//Find the last month with an ending inventory for use later
VAR maxEndInvMonth =
    CALCULATE (
        MIN ( 'Table'[MONTH] ),
        FILTER ( ALL ( 'Table' ), ISBLANK ( 'Table'[END INV] ) )
    )
RETURN
    SUMX (
        ADDCOLUMNS (
            SUMMARIZE (
                'Table',
                'Table'[MONTH],
                'Table'[END INV],
                //Start the running total once there is no longer an ending inventory
                "RunningAdditionalNoEndingInventory", CALCULATE (
                    SUM ( 'Table'[ADDITIONAL] ),
                    FILTER (
                        ALL ( 'Table' ),
                        'Table'[MONTH] <= MAX ( 'Table'[MONTH] )
                            && 'Table'[MONTH] >= maxEndInvMonth
                    )
                )
            ),
            //This column is for demonstration purposes only and is not needed for the calculation
            "EarlierEndInv", CALCULATE (
                MAX ( 'Table'[END INV] ),
                FILTER ( 'table', 'table'[MONTH] < EARLIER ( 'table'[MONTH], 1 ) )
            ),
            //Check if the month has an ending inventory, if it does not then use the running total plus the "EARLIER" ending inventory.  If it has an ending inventory use that instead.
            "PredictedEndingInv", IF (
                CALCULATE ( MAX ( 'Table'[MONTH] ) ) >= maxEndInvMonth,
                CALCULATE (
                    MAX ( 'Table'[END INV] ),
                    FILTER ( ALL ( 'table' ), 'table'[MONTH] < EARLIER ( 'table'[MONTH], 1 ) )
                ) + [RunningAdditionalNoEndingInventory],
                'Table'[END INV]
            )
        ),
        [PredictedEndingInv]
    )

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      caochs thank you!!! Very helpful.

  • parry2k's avatar
    parry2k
    Icon for Super User rankSuper User
    6 years ago

    Anonymous you are pretty much looking for running total

     

    Predicted Ending Inventory = 
CALCULATE ( 
SUM ( Table[Beg Inv] ) +
SUM ( Table[Additionaol ),
FILTER ( 
ALL ( Table ),
Table[Month] <= MAX ( Table[Month] )
)

     

    I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

    ⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      parry2k thanks for the response.  I think this is in the right direction, however, my results were as follows:

       

      MONTHBEG INVADDITIONALEND INVPredicted Ending InventoryPARRY2K FORMULA
      1100100200200200
      2200100300300500
      330050350350850
      43502005505501400
      5550506006002000
      6 100 7002100
      7 200 9002300
      8 100 10002400
      9 100 11002500
      10 50 11502550
      11 100 12502650
      12 50 13002700
      • camargos88's avatar
        camargos88
        Icon for Community Champion rankCommunity Champion
        6 years ago

        Hi Anonymous ,

         

        Create a new blank query and paste this mcode to create a recursive function:

         

        (_table as table, _month as number, _currentMonth as number, _inventoryValue as number) as number =>
        let
        Source = Table.SelectRows(_table, each [MONTH] = _month),
        BEG_INV = if Source[BEG INV]{0} = null or _month > 1 then 0 else Source[BEG INV]{0},
        ADDITIONAL = if Source[ADDITIONAL]{0} = null then 0 else Source[ADDITIONAL]{0},
        PredictValue = _inventoryValue + ADDITIONAL + BEG_INV,
        Result = if _month < _currentMonth then @fn_PredictValues(_table, _month + 1, _currentMonth, PredictValue) else PredictValue
        in
        Result

         

        Use this mcode to create your base table:

         

        let
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("bcxBCsAgDATAr0jOOSSxse1bxP9/Q7GrSMllWYZNaiUlJhXZaSMbVzL05Rme0Zl8sn98oa8jhzs65gVfyuhp/07Tbpgd9gS7NzAVoB+m0dB+w9YB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [MONTH = _t, #"BEG INV" = _t, ADDITIONAL = _t, #"END INV" = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"MONTH", Int64.Type}, {"BEG INV", Int64.Type}, {"ADDITIONAL", Int64.Type}, {"END INV", Int64.Type}}),
        #"Added Custom" = Table.AddColumn(#"Changed Type", "Custom", each fn_PredictValues(#"Changed Type", 1, [MONTH], 0))
        in
        #"Added Custom"

         

        or create a custom column like this: