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betty_bui2602
Helper I
Helper I

Calculate inventory at running total

Hello everyone, 

I tried to search for similiar topic in the forum but no solution to solve my issue. I really need some help from expert here. 

I have table with OnHand stock at begining of the month and some in/out transaction monthly 

betty_bui2602_1-1672895529923.png

 

I'd like to calculate stock by at begining of each month consider all transaction

SOH_ = SUMX(FILTER(ALL('Merge_table'),

    'Merge_table'[Item] = EARLIER('Merge_table'[Item]) && 'Merge_table'[Plant] = EARLIER('Merge_table'[Plant]) && 'Merge_table'[Date] <= EARLIER('Merge_table'[Date])),

    'Merge_table'[OnHand] + 'Merge_table'[In Transit] + 'Merge_table'[DistrReceipt (Conf)] + 'Merge_table'[Distr. Receipt (TLB)])

betty_bui2602_2-1672895565293.png

It seems right when with IN. However it mess-up when i include OUT

betty_bui2602_3-1672895668766.png

Whats wrong with my code here? 
TIA 🙂

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@betty_bui2602 , Try have measure like

 

Inventory / OnHand
CALCULATE(firstnonblankvalue('Date'[Month]),sum(Table[Intial Inventory]),all('Date')) + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <=maxx(date,date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <=maxx(date,date[date])))

 

Power BI Inventory On Hand
Power BI Inventory On Hand: https://youtu.be/nKbJ9Cpb-Aw

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

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2 REPLIES 2
amitchandak
Super User
Super User

@betty_bui2602 , Try have measure like

 

Inventory / OnHand
CALCULATE(firstnonblankvalue('Date'[Month]),sum(Table[Intial Inventory]),all('Date')) + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <=maxx(date,date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <=maxx(date,date[date])))

 

Power BI Inventory On Hand
Power BI Inventory On Hand: https://youtu.be/nKbJ9Cpb-Aw

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

Hello @amitchandak I watched your vid and tried. But i dont get the result as what you did

betty_bui2602_0-1672899607146.png

SOH_Test return current month only

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