Time Evolution of Inventory Using DAX

[jt1999]

Hello Everyone,

I am attempting to create a running evolution of inventory based on demand. The problem is essentially this: I want to create a running log of inventory based on consumption of product as time goes on. This is to answer the questiion, in a worst case scenario, and we do not receive the material we need, when will we run out of product. I believe this is easier to accomplish in DAX, but if anyone has a solution in PowerQuery as well, I would be open to hear it.

If that was not clear, please refer to the chart I copied and pasted below. Please make note of the two different part numbers. 

Date	Part Number	Demand	Current Inventory (current month)	Running Inventory
7/1/2022	123	500	4700	4200
7/1/2022	345	500	1000	500
8/1/2022	123	600		3600
9/1/2022	123	550		3050
9/1/2022	345	500		0
10/1/2022	123	440		2610
11/1/2022	123	700		1910
12/1/2022	123	550		1360
1/1/2023	123	575		785
2/1/2023	123	600		185

The inventory only appears in the month of July because in PowerQuery I merged the inventory to appear only in the same month as the current demand month, which in this case is July 2022.

Any advice would be a great help, thank you!

[vapid128 · Accepted solution]

Running Inventory = 
CALCULATE(
    MAX('Table'[Current Inventory]),
    ALLEXCEPT('Table','Table'[Part Number])
)
-
CALCULATE(
    SUM('Table'[Demand]),
    FILTER(
        'Table',
        'Table'[Date]<=EARLIER('Table'[Date]) &&
        'Table'[Part Number] = EARLIER('Table'[Part Number])
    )
)

[v-yalanwu-msft · Accepted solution]

Hi， @jt1999 ；

Create a measure by dax.

Runing Inventory = CALCULATE(SUM([Current Inventory])-SUM([Demand]),FILTER(ALL('Table'),[Date]<=MAX('Table'[Date])&&[Part Number]=MAX('Table'[Part Number])))

the final show:

Or create a column by dax.

Running Inventory = CALCULATE(SUM([Current Inventory])-SUM([Demand]),FILTER('Table',[Part Number]=EARLIER('Table'[Part Number])&&[Date]<=EARLIER('Table'[Date])))

The final show:

Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[vapid128 · Accepted solution]

Running Inventory = 
CALCULATE(
    MAX('Table'[Current Inventory]),
    ALLEXCEPT('Table','Table'[Part Number])
)
-
CALCULATE(
    SUM('Table'[Demand]),
    FILTER(
        'Table',
        'Table'[Date]<=EARLIER('Table'[Date]) &&
        'Table'[Part Number] = EARLIER('Table'[Part Number])
    )
)