Inventory and Stock balance calculation

[DineshJadhav]

I have three tables Invenotry,Supply and Demand by SKUs
https://docs.google.com/spreadsheets/d/1a4tus4q_D2BjoVrkTvgMSytNinJUG0CB/edit?usp=drive_link&ouid=10... 
1.Inventory table is for  Current month i.e. Feb/2026

2.Demand Table by SKU and month

3. Supply Table by SKU and Month

I want to calculate stock balance for Each month

Stock balance Feb/2026 = Inventory Feb/2026 + Supply Feb/2026 - Feb/2026 Demand

And Stock balance of Previous month should be Inventory for Next month

i.e Stock Balance Mar/2026 = Stock balance Feb/2026  + Supply Mar/2026 - Mar/2026 Demand

For Stock balance I am using below Dax

Stock Balance by SKU (EA) =

VAR CurrentMonthKey =

    SELECTEDVALUE ( 'Month Table'[Month Key] )

VAR StartMonthKey =

    CALCULATE (

        MIN ( 'Month Table'[Month Key] ),

        ALLSELECTED ( 'Month Table' )

    )

RETURN

SUMX (

    VALUES ( 'Masterial Master SKUs'[Material] ),

    VAR OpeningAtStart_forSKU =

        CALCULATE (

            SUM ( 'Inventory On Hand(EA)'[IOH Qty (EA)] ),

            'Month Table'[Month Key] = StartMonthKey

        )

    VAR NetFlow_Start_to_Current_forSKU =

        CALCULATE (

            SUM ( Supply[Supply Qty (EA)] ) - SUM ( Demand[Demand Qty (EA)] ),

            -- intersect (do not overwrite) existing filters

            KEEPFILTERS (

                'Month Table'[Month Key] >= StartMonthKey

                    && 'Month Table'[Month Key] <= CurrentMonthKey

            )

        )

    RETURN

        COALESCE ( OpeningAtStart_forSKU, 0 )

        + COALESCE ( NetFlow_Start_to_Current_forSKU, 0 )

)
But it is calulating Stock balance for Mar/2026 consdering Feb/2026 Inventory rather tahn Feb2026 stock balance
Could you please provide me correct DAX? 

[v-sshirivolu · Accepted solution]

Hi @DineshJadhav ,

Thank you for following up.
I’ve attached the PBIX file, which contains the full working setup, including the sample data model, relationships, base measures, and the final running stock balance calculation.

This approach anchors the calculation to the opening inventory of the first visible month and then accumulates the net movement (Supply minus Demand) up to the current month. By adding this cumulative movement to the opening inventory, the balance rolls forward correctly each month without referencing the previous month’s result directly.

Please find the attached .pbix file below.

[techies]

Hi @DineshJadhav i tried accessing the google sheet, its not opening on my end.

[DineshJadhav]

Hi @techies .Could you please check it now.. You will be able to access it now. 
else you can use below link
https://docs.google.com/spreadsheets/d/1a4tus4q_D2BjoVrkTvgMSytNinJUG0CB/edit?usp=sharing&ouid=10094...

[techies]

Yes, i can access now, thank you.

Will review and get back shortly.

[techies · Accepted solution]

Hi @DineshJadhav please try this

Stock Balance by SKU =

VAR CurrentMonth =

    MAX ( 'Date Table'[Month Index] )

VAR FirstMonth =

    CALCULATE (

        MIN ( 'Date Table'[Month Index] ),

        ALLSELECTED ( 'Date Table'[Month Index] )

    )

RETURN

SUMX (

    VALUES ( SKU[SKU Code] ),

    VAR OpeningInventory =

        CALCULATE (

            SUM ( Inv[Inventory On Hand] ),

            'Date Table'[Month Index] = FirstMonth

        )

   VAR MovementToDate =

    CALCULATE (

        [Net Movement],

        FILTER (

            ALL ( 'Date Table'[Month Index] ),

            'Date Table'[Month Index] >= FirstMonth

                && 'Date Table'[Month Index] <= CurrentMonth

        )

    )

    RETURN

        OpeningInventory + MovementToDate

)

[DineshJadhav]

Hi @techies 
Thank you for you response. 
I am still facing the same issue Stock balance is still not carrying forward to next month as opening inventory.
Could you please share the file so that I can check how you applied this logic?

[techies]

Hi @DineshJadhav please review and let me know.

[DineshJadhav]

Hi @techies ,
Thank you for the file
Currently DAX is calculating correct stock balance only for first month. but for Mar 2026 Stock balance should be 
Stock balance from Feb 2026 + Supply Mar 2026 - Demand Mar 2026
4,925,741+598,916-527,775 = 4,996,882 currently it is just showing Net movement as stock balance for Mar 2026. It is not considering as last months stock balance and carry it forward to next month

[DineshJadhav]

Hi @v-sshirivolu,
Thank you for the input.It will be really helpfull if can suggest correct DAX

[v-sshirivolu · Accepted solution]

Hi @DineshJadhav ,

Thank you for following up.
I’ve attached the PBIX file, which contains the full working setup, including the sample data model, relationships, base measures, and the final running stock balance calculation.

This approach anchors the calculation to the opening inventory of the first visible month and then accumulates the net movement (Supply minus Demand) up to the current month. By adding this cumulative movement to the opening inventory, the balance rolls forward correctly each month without referencing the previous month’s result directly.

Please find the attached .pbix file below.

[v-sshirivolu]

HI @DineshJadhav ,
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions 

[v-sshirivolu]

Hi @DineshJadhav ,

I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you

[DineshJadhav]

Hi @v-sshirivolu,
This is working for Me. Sorry I forget to reply on this. 

Thank you. Really Appreciate your help.

[v-sshirivolu]

Hi @DineshJadhav ,

Glad to hear it’s working for you. Thanks for the update.
Feel free to reach out if you need any further help.

Best regards,
v-sshirivolu

[FBergamaschi]

Hi @DineshJadhav,

to provide the correct DAX we need more information.

DAX has different results based on the context, so we need to know the context in which your calculation is performed. Please provide a clear set of images showing which columns are grouped in the visual where you are using the measure, and any slicer interacting, a picture fo the data model and a short description on each image, so we can get the necessary insights.

Thank you.

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Francesco Bergamaschi

MBA, M.Eng, M.Econ, Professor of BI

[v-sshirivolu]

Hi @DineshJadhav ,
The current calculation approach anchors the logic to the first month’s inventory, which prevents the balance from accumulating month by month. Instead, you need a running calculation that begins with the opening inventory of the first visible month (such as February 2026) and then adds supply and subtracts demand for each subsequent month. For example, February’s balance should be calculated as Inventory plus Supply minus Demand for that month. March’s calculation should use February’s ending balance, add March supply, and subtract March demand. In DAX, this can be achieved by fixing the opening inventory at the first visible month and calculating a cumulative total of (Supply minus Demand) from that month up to the current month. By adding the opening inventory to this cumulative net movement, the measure will correctly carry forward the balance for each month without manually referencing the previous month’s result.