Calculating Purchase Quantities under Purchase Agreement

[hasanhilmi]

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. 

[hasanhilmi]

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. 

[Anonymous]

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 Zhou

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

[hasanhilmi]

Yup this worked! Great solution!

[Anonymous · Accepted solution]

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 Zhou

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