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rachaelwalker
Resolver III
Resolver III

Lookup Value in another table based on multiple conditions and <= date

I want to analyze our purchase orders and check it against the inventory audit log to analyze the inventory levels for that date.  I have attached my file with sample data and details. The main issue is the audit table only records changes so when using a calendar table, it is not aligning with all audit dates so I need to find the qty of the previous date recorded for that product and warehouse. 

 

https://drive.google.com/file/d/1mhFoVVxsnHDGDhF2ebT5FVoU9P_EkPN0/view?usp=sharing

 

Purchase Orders

Date

Project

PO Number

Product ID

Warehouse

Qty Purchased

 

Inventory Audit

Date 

Product ID

Warehouse

Qty Changed

Qty On Hand

 

Calendar Table

Date

 

Expected Results

rachaelwalker_0-1716933552400.png

 

1 ACCEPTED SOLUTION
v-nuoc-msft
Community Support
Community Support

Hi @rachaelwalker 

 

For your question, here is the method I provided:

 

Create measures.

 

 

Project Number = 
CALCULATE(
    MAX('Purchase Orders'[Project Number]), 
    FILTER(
        ALL('Purchase Orders'), 
        'Purchase Orders'[Date Purchased] = MAX('Purchase Orders'[Date Purchased])
    )
)

 

 

 

Qty On Hand = 
var _date = SELECTEDVALUE('Purchase Orders'[Date Purchased])
var _maxdate = 
    CALCULATE(
        MAX('Inventory Audit GROUPED'[Date]), 
        FILTER(
            ALL('Inventory Audit GROUPED'), 
            'Inventory Audit GROUPED'[Date] <= _date 
            && 
            'Inventory Audit GROUPED'[Warehouse] = SELECTEDVALUE('Purchase Orders'[Warehouse])
        )
    )
RETURN 
CALCULATE(
    SELECTEDVALUE('Inventory Audit GROUPED'[Qty On Hand]), 
    FILTER(
        ALL('Inventory Audit GROUPED'), 
        'Inventory Audit GROUPED'[Date] = _maxdate
    )
)

 

 

Here is the result.

 

vnuocmsft_0-1716961774795.png

 

Regards,

Nono Chen

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

View solution in original post

2 REPLIES 2
v-nuoc-msft
Community Support
Community Support

Hi @rachaelwalker 

 

For your question, here is the method I provided:

 

Create measures.

 

 

Project Number = 
CALCULATE(
    MAX('Purchase Orders'[Project Number]), 
    FILTER(
        ALL('Purchase Orders'), 
        'Purchase Orders'[Date Purchased] = MAX('Purchase Orders'[Date Purchased])
    )
)

 

 

 

Qty On Hand = 
var _date = SELECTEDVALUE('Purchase Orders'[Date Purchased])
var _maxdate = 
    CALCULATE(
        MAX('Inventory Audit GROUPED'[Date]), 
        FILTER(
            ALL('Inventory Audit GROUPED'), 
            'Inventory Audit GROUPED'[Date] <= _date 
            && 
            'Inventory Audit GROUPED'[Warehouse] = SELECTEDVALUE('Purchase Orders'[Warehouse])
        )
    )
RETURN 
CALCULATE(
    SELECTEDVALUE('Inventory Audit GROUPED'[Qty On Hand]), 
    FILTER(
        ALL('Inventory Audit GROUPED'), 
        'Inventory Audit GROUPED'[Date] = _maxdate
    )
)

 

 

Here is the result.

 

vnuocmsft_0-1716961774795.png

 

Regards,

Nono Chen

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

Thank you! This worked perfectly. The performance is very slow but it works!

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