Sum for last days of month per each category - how to simplify

BillyButcher — Tue, 14 Jun 2022 19:34:08 GMT

Hello,

I have a quite peculiar problem. I have a column with values that represents the state of Inventory for each Site (category).
Which means that the most recent one value for each month is always last day per each site per month.

Example

for site 667 for november its going to be value 5 252 235.74 (31/12/2021) but for site 200 its going to be 79 967 894.18 (30/12/2021)

The sum of those values should be 85 220 129.92 which is state of inventory for those two sites per december.

I was able to calculate this with this measure:

Inventory Cost = VAR _pretable = ADDCOLUMNS ( SUMMARIZE ( v_factinventorytransactions, v_dimdate[DateId], v_factinventorytransactions[SiteId] ), "InventoryCost", CALCULATE ( AVERAGE ( v_factinventorytransactions[RunningCost] ) ) ) VAR _table = FILTER ( _pretable, VAR _MaxDate = CALCULATE ( MAX ( v_factinventorytransactions[InventoryTransactionDateId] ), ALLSELECTED ( v_dimdate[DateId] ) ) RETURN v_dimdate[DateId] = _MaxDate ) RETURN SUMX ( _table, [InventoryCost] )

Which works perfectly but I'm wondering if it can be simplyfied. I want it to simplify, because when I want to use this measure inside another one that sums those Inventory Cost values per month for last 3 months and I have wrong answers.
Which means that this Inventory Cost measure works but if I call out this measure in the one below it shows wrong numbers (but other measures, more simply ones work).

Rolling3Months = VAR _EndDate = MAX(v_dimdate[Date]) VAR _Dates = DATESINPERIOD(v_dimdate[Date], _EndDate, -3, MONTH) VAR _Cost = [Inventory Cost] VAR _Inventory = SUMX(_Dates, CALCULATE(_Cost, ALL(v_dimdate[YearMonth]))) RETURN _Inventory

I'm a little bit stuck and would be super appreciated when someone would pointed out my mistakes/errors here.

I'm also providing sample power BI file with those.
https://we.tl/t-eQSOYHm1ft

Thank you

Re: Sum for last days of month per each category - how to simplify

Jihwan_Kim — Wed, 15 Jun 2022 02:33:06 GMT

Hi,

Please try the below measure.

I also attached the pbix file.

Rolling3Months = VAR _EndDate = MAX ( v_dimdate[Date] ) VAR _months = SUMMARIZE ( FILTER ( ALL ( v_dimdate ), v_dimdate[Date] IN DATESINPERIOD ( v_dimdate[Date], _EndDate, -3, MONTH ) ), v_dimdate[YearMonth] ) VAR _Inventory = SUMX ( _months, [Inventory Cost] ) RETURN IF ( [Inventory Cost] <> BLANK (), _Inventory )

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Sum for last days of month per each category - how to simplify

Re: Sum for last days of month per each category - how to simplify