Forum Discussion
Calculating Purchase Quantities under Purchase Agreement
Hi everyone! New to the board and excited to learn.
I have two tables, PurchaseAgreement and PurchaseOrderTransactions. What I want is to sum the purchase quantities I have generated under each purchase agreement. The purchase agreements are setup by a Vendor, Item, Warehouse combination and are only valid for a certain period. In my sample data below, I have AgreementID 1 Quantity being a sum of the quantity for PO 1 & 2.
PurchaseAgreement
| AgreementID | StartDate | EndDate | Vendor | Item | Warehouse |
| 1 | 10/1/2022 | 12/31/2022 | Vendor1 | Item1 | Warehouse1 |
| 2 | 8/1/2022 | 9/30/2022 | Vendor1 | Item1 | Warehouse1 |
| 3 | 10/1/2022 | 12/31/2022 | Vendor2 | Item2 | Warehouse2 |
PurchaseOrderTransactions
| PO | DeliveryDate | Vendor | Item | Warehouse | Quantity |
| 1 | 10/1/2022 | Vendor1 | Item1 | Warehouse1 | 100 |
| 2 | 10/2/2022 | Vendor1 | Item1 | Warehouse1 | 200 |
| 3 | 8/1/2022 | Vendor1 | Item1 | Warehouse1 | 400 |
| 4 | 10/1/2022 | Vendor2 | Item2 | Warehouse2 | 500 |
Expected Result:
| AgreementID | StartDate | EndDate | Vendor | Item | Warehouse | Quantity |
| 1 | 10/1/2022 | 12/31/2022 | Vendor1 | Item1 | Warehouse1 | 300 |
| 2 | 8/1/2022 | 9/30/2022 | Vendor1 | Item1 | Warehouse1 | 400 |
| 3 | 10/1/2022 | 12/31/2022 | Vendor2 | Item2 | Warehouse2 | 500 |
I feel like this requires SUMX but I'm open to all ideas.
Hi hasanhilmi ,
Here I suggest you to create a calculated column by this code.
Quantity = CALCULATE ( SUM ( PurchaseOrderTransactions[Quantity] ), FILTER ( PurchaseOrderTransactions, PurchaseOrderTransactions[Vendor] = EARLIER ( PurchaseAgreement[Vendor] ) && PurchaseOrderTransactions[Item] = EARLIER ( PurchaseAgreement[Item] ) && PurchaseOrderTransactions[Warehouse] = EARLIER ( PurchaseAgreement[Warehouse] ) && AND ( PurchaseOrderTransactions[DeliveryDate] >= EARLIER ( PurchaseAgreement[StartDate] ), PurchaseOrderTransactions[DeliveryDate] <= EARLIER ( PurchaseAgreement[EndDate] ) ) ) )Result is as below.
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 Replies
Hi hasanhilmi ,
Here I suggest you to create a calculated column by this code.
Quantity = CALCULATE ( SUM ( PurchaseOrderTransactions[Quantity] ), FILTER ( PurchaseOrderTransactions, PurchaseOrderTransactions[Vendor] = EARLIER ( PurchaseAgreement[Vendor] ) && PurchaseOrderTransactions[Item] = EARLIER ( PurchaseAgreement[Item] ) && PurchaseOrderTransactions[Warehouse] = EARLIER ( PurchaseAgreement[Warehouse] ) && AND ( PurchaseOrderTransactions[DeliveryDate] >= EARLIER ( PurchaseAgreement[StartDate] ), PurchaseOrderTransactions[DeliveryDate] <= EARLIER ( PurchaseAgreement[EndDate] ) ) ) )Result is as below.
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Anonymous thanks for the suggestion!
A few more questions.
This would require a relation between the two tables, correct? What would you suggest as the best way to relate them? Creating a key by concatenating vendor, item and warehouse on both tables? On my real tables this is likely to require a many to many relation and I keep hearing that that's something to be avoided when possible.
Hi hasanhilmi ,
As far as I know, you don't need to create relationships between two tables. Here we use Table1[Column1] = EARLIER(Table2[Column2]) as condition in our code. So we don't need relationship in data model.
Best Regards,
Rico ZhouIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Yup this worked! Great solution!
