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tonvhemert3
Regular Visitor

Inventory management (actuals and forecast combined)

Hello,

 

I'm trying to create the following table in PowerBI. It should work as following:

 JanFebMarAprMayJunJulAugSepOktNovDec
1. Starting Inventory20.00025.00035.00025.00035.00040.00045.00055.00045.00025.00045.00035.000
2. Production10.00020.00015.00030.00040.00050.00040.00030.00040.00040.00030.00025.000
3. Sales (forecast)5.00010.00025.00020.00035.00045.00030.00040.00060.00020.00040.00030.000
4. Closing Inventory25.00035.00025.00035.00040.00045.00055.00045.00025.00045.00035.00030.000

 

1. Starting inventory = StockCount[StockCount] if the month is in the past and it should be equal to the previous month Closing Inventory for the future.

 

2. Production = Production[Production]

3. Sales (forecast) = Sales Actuals[sales(actuals)] if the month is in the past and it should be Sales Forecast[sales(forecast)] if the month is currently active or in the future.

 

4. Closing Inventory = Starting inventory + Production - Sales (forecast)

 

I can't share the PBIX file here yet, since I am a fairly new member. However, I can share the file by WeTransfer: https://we.tl/t-OmfofN6WoQ

2 REPLIES 2
v-yangliu-msft
Community Support
Community Support

Hi  @tonvhemert3 ,

You can view the contents of the following PBIX file:

vyangliumsft_0-1686200014478.png

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi Liu Yang,

 

Thanks for the post. However, this is not really what I am looking for. It should be a table in the "Report view" and if future values get added, it should work as well.

 

Kind regards,

Ton

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