Forum Discussion

sprakash1192's avatar
sprakash1192
Helper II
6 years ago

Calculate Inventory Roll Forward to future dates

I have calculated inventory for every date based on transactions for inventory items. I want to roll forward the ending inventory to future dates in the calendar. For example, if I an ending balance ...
Need Help
amitchandak's avatar
amitchandak
Super User
6 years ago

sprakash1192 , Better  use a date calendar

 

Total_Inv = 
var _max = maxx(Inventory_Roll,Inventory_Roll[Date])
return
CALCULATE(sum(Inventory_Roll[StockQty]),FILTER(all('Date'),Date[Date] >=_max))

Total_Inv = 
var _max = maxx(Inventory_Roll,Inventory_Roll[Date])
return
CALCULATE(sum(Inventory_Roll[StockQty]),FILTER(all('Date'),Date[Date] =_max))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.

sprakash1192's avatar
sprakash1192
Helper II
6 years ago

I have created a running totat query which is computing the totals correctly now, but as I drill down the running totals get negative because of some negative transactions. Negative transations represent deduction in inventory. The running total should a net pf positive and negative. Also, the query has slowed down my model immensly.

 

Total EA OH running total in Date =
CALCULATE(
    SUM('Inv Txns by Date'[Total EA OH]),
    FILTER(
        ALLSELECTED('Calendar'[Date]),
        ISONORAFTER('Calendar'[Date], MAX('Calendar'[Date]), DESC)
    )
)