Beginning and Ending Inventory Balance

Thanks for the reply from lbendlin.

Hi Anonymous ,

Based on the data you said you provided, I unpivoted  your tables and created the relationship shown below:

After understanding your logic, I adjusted the rows and columns and hopefully this will meet your needs as well，here are the measures l created:

1.Perform the calculations in the figure:

sumsales = SUM('Current Inv'[Inventory])+SUM('Current Month Shipments'[ Month Shipments])-SUM('Forecast'[Forecast])+SUM('Monthly Production Transfer Rec'[Receipts])

2.Calculate total sales up to the current selection month:

End of month balance =
IF(NOT(SUM('Current Inv'[Inventory])=BLANK()&&SUM('Current Month Shipments'[ Month Shipments])=BLANK()&&SUM('Forecast'[Forecast])=BLANK()&&SUM('Monthly Production Transfer Rec'[Receipts])=BLANK()),
SUMX(FILTER(ALL('Month'),'Month'[YearMonth]<=SELECTEDVALUE('Month'[YearMonth])),[sumsales]))

3.Get the unrestricted inventory similar to the requirement figure:

Inventory =
IF(NOT(ISBLANK(SUM('Current Inv'[Inventory]))),SUM('Current Inv'[Inventory]),
IF(NOT(SUM('Current Inv'[Inventory])=BLANK()&&SUM('Current Month Shipments'[ Month Shipments])=BLANK()&&SUM('Forecast'[Forecast])=BLANK()&&SUM('Monthly Production Transfer Rec'[Receipts])=BLANK()),
SUMX(FILTER(ALL('Month'),'Month'[Index] <= SELECTEDVALUE('Month'[Index]) -1),[sumsales])))

The final result is as follows:

Best Regards,
Zhu
Community Support Team

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