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Pogi_Shane's avatar
Pogi_Shane
New Member
1 year ago
Solved

Future Inventory based on Current Inventory, Forecasted Sales and Future POs

been struggling to come up with a measure that calculates the running balance of inventory. Below is a table with the Column 'What i expect" and what i am trying to solve for. it basically takes "sum...
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi, Pogi_Shane 

    Thanks for Kedar_Pande's reply. You can try this dax to achieve your need.

     

    Add all = 
VAR _onHand =
    SELECTEDVALUE ( Netsuite_Inventory[On Hand] )
VAR _remainingOpen =
    SELECTEDVALUE ( Netsuite_Inventory[Remaining Open] )
VAR _units =
    SELECTEDVALUE ( Netsuite_Inventory[Sum of SUM of Total Units] )
RETURN
    Netsuite_Inventory[On Hand] + Netsuite_Inventory[Remaining Open] - Netsuite_Inventory[Sum of SUM of Total Units]

     

    Cumulative value = 
VAR _index =
    MAX ( Netsuite_Inventory[Index] )
VAR _ACCUMULATED =
    CALCULATE (
        SUM ( Netsuite_Inventory[Add all] ),
        FILTER ( ALL ( Netsuite_Inventory ), Netsuite_Inventory[Index] <= _index )
    )
RETURN
    _ACCUMULATED

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know.     Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

Kedar_Pande's avatar
Kedar_Pande
Icon for Super User rankSuper User
1 year ago

Pogi_Shane 

Corrected DAX Measure:

Projected Inventory =
VAR CurrentMonth =
SELECTEDVALUE(Netsuite_Inventory[Month])
VAR CurrentYear =
SELECTEDVALUE(Netsuite_Inventory[Year])
VAR PriorBalance =
CALCULATE(
SUMX(Netsuite_Inventory, Netsuite_Inventory[What I Expect]),
FILTER(
ALL(Netsuite_Inventory),
Netsuite_Inventory[Year] * 12 + Netsuite_Inventory[Month] <
CurrentYear * 12 + CurrentMonth
)
)
VAR OnHand = SUM(Netsuite_Inventory[Sum of On Hand])
VAR RemainingOpen = SUM(Open_PO[Remaining Open])
VAR TotalUnits = SUM(Forecast_Info[SUM of Total Units])
RETURN
IF(
CurrentMonth = "December" && CurrentYear = 2024,
OnHand + RemainingOpen - TotalUnits,
PriorBalance + RemainingOpen - TotalUnits
)

Replace What I Expect with the actual column or calculated measure for prior months.

 

💌 If this helped, a Kudos 👍 or Solution mark ✅ would be great! 🎉
Cheers,
Kedar
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