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Anonymous's avatar
Anonymous
Not applicable
9 years ago

DAX Formula: Inventory QOH in reverse

Disclaimer: I just started working with DAX and I've read and watched a ton of content but I'm still getting hung up on very simple problems.  I learn faster if I can see the solutions to the problem...
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Anonymous's avatar
Anonymous
Not applicable
9 years ago

Thanks, I learned a lot from that formula.  I assume it was meant to be a measure but I tried both and the result is always 12,955,306 for every date and every item.  It appears it might be adding up all QOH in my Inventory Data table?

 

Also, the only field I have qty in is the 'Transaction Data' [Qty]. there is another field: 'Transaction Data' [Transaction Type] which captures "adjustment", "Receipt", etc...  I changed the 3 lines on your formula to : SUM ( 'Transaction Data'[Qty] ),

 

 

v-ljerr-msft's avatar
v-ljerr-msft
Icon for Microsoft Employee rankMicrosoft Employee
9 years ago

Hi Anonymous,

 

Could you share a sample pbix file, so that we can better assist on this issue? You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading. :smileyhappy:

 

Regards

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Thanks v-ljerr-msft I sent you a private message with some options that I have to directly exchange files but most all types of file sharing sites/functions are turned off in my organization.

    • MAAbdullah47's avatar
      MAAbdullah47
      Icon for Helper V rankHelper V
      8 years ago

      I have some issue related to inventory is there a problem to share me the Pbix file in private email? 

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    I would like to restart this ask in hopes that I will explain it better.

     

    I have a perpetual inventory system where the program records all the previous transactions in a [Transaction] Table.  It also records all of the item inventory information including the Current QOH in an [Item] table. Below is a quick sample of the 2 tables combined.

     

    The calculation that I need is the QOH for the previous transactions (i've added them in using a formula: Last Known QOH - Current Transaction = QOH after Transaction occured.)  IE: QOH for Apples is 10 and is stored in the [Item] Table.... 10 - 10 = 0.. so the previous QOH must have been 0 after the transaction occured.  Moving in reverse... 0- (5) = +5...

     

    I would like this value to be in a column (in the Transaction Table) so that I can graph it and run measures against it.. IE: How many days have elapsed since the QOH was 0?... etc...

     

    There are about 1.5 million lines and 300k items.  Would this make more sense to do in SQL prior to data pull? (not sure how'd I'd do that either)  Or would M code be a better candidate?  

     

    Here is the example.... The last number in the QOH column (for each item) is the known QOH from the [Item] Table.  The remainder QOH numbers before it are what I need to calculate.

    CategoryDate/Time          Qty changeQOH
    Apples11/13/18 1:00PM-210
    Apples11/13/18 2:00PM-37
    Apples11/13/18 3:00PM-25
    Apples11/13/18 4:00PM-50
    Apples11/13/18 5:00PM1010
    Banannas11/12/18 6:00AM-30100
    Banannas11/12/18 8:00AM-3070
    Banannas11/13/18 1:00PM-3040
    Banannas11/13/18 2:00PM60100
    Banannas11/13/18 3:00PM-3070
    Banannas11/13/18 4:00PM-3040
    Banannas11/13/18 5:00PM-3010
    Oranges11/12/18 6:00AM-100100
    Oranges11/12/18 8:00AM100200
    Oranges11/13/18 1:00PM-100100
    Oranges11/13/18 2:00PM100200
    Oranges11/13/18 3:00PM-100100
    Oranges11/13/18 4:00PM100200
    Oranges11/13/18 5:00PM-100100

     

    I've looked everywhere for this solution and I've tried several iterations of "Earlier" to get it to work but I'm still having trouble.  The closest I can find that somewhat resembles what I want to do is:

     

    https://community.powerbi.com/t5/Desktop/Inventory-turnover-by-month/m-p/410252/highlight/true#M188594

    by v-qiuyu-msft

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      I decided to take a shot... Using the data you provided I had to add a row for each category as a "beginning" balance.  From there created an index using EARLIER (well, variables defined before the calculation which is the same as using EARLIER)

      Index = 
VAR CurrentCategory = Table1[Category]
VAR CurrentDate = Table1[Date/Time]
RETURN

CALCULATE(
    COUNTROWS(
        FILTER ( ALL ( Table1),
        CurrentCategory = Table1[Category]
        && CurrentDate >= Table1[Date/Time]
        )
    )
)

      That tells me how many rows are less then or equal to the current row's data/time, and in the same category:

       

      So then I can use that as a reference point of what came before the current row:

      QOH = 
 VAR CurrentCat= Table1[Category]
 VAR CurrentIndex = Table1[Index]
 VAR CurrentQtyChg= Table1[Qty change]

RETURN
CALCULATE(
    SUM ( Table1[Qty change]),
       FILTER(
            Table1,             
            CurrentCat = Table1[Category]
                && CurrentIndex >= Table1[Index]
        )
 )

      Then the final output:

       

      Maybe what you were looking for? 

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Thanks for the reply!  I like the addition of an index and that may be the key.  There are too many items and transactions to consider inserting a row manually. 


        What if we reverse the sort order so index:1 is the most recent date with the known QOH.  Would this eliminate the need for a new row?  I still don't know how that would look....

         

        IndexItemDate/TimeQty ChangeQOH 
        1Apples11/13/2018 17:001010 
        2Apples11/13/2018 16:00-5?10-10=0
        3Apples11/13/2018 15:00-2?0-(5)=5
        4Apples11/13/2018 14:00-3?5-(2)=7
        5Apples11/13/2018 13:00-2?7-(3)=10

         

        maybe...

        QOH = IF index = 1, then use QOH from Item Table,

        Calculate( QOH - Qty Change, Index-1)

         

        ??  Does that make sense?