Hello, we have a table where all the movements are by item/date/types of movement and we need to calculate the accumulated stock to later calculate the average cost.
This is the formula we have:
Ending Balance2 =
VAR DateEnd=MAX(Movements[DateIssue])
Total VAR= CALCULATE(sum(Movements[Mov Existence]),FILTER(ALLSELECTED(Movements[IssueDate]),Movements[IssueDate]<=Enddate))
RETURN total
But the accumulated is being given to us by type of movement, how could the formula be modified so that the total is taken out for each line without considering the movement?
An index cannot be included in the table as such because there are many items and they have different movements on different dates.
Thank you very much in advance
Hi @Syndicate_Admin
First, create an index column in power query:
Then, you can try the following dax to get the result you want:
Ending Balance2 =
VAR _index = SELECTEDVALUE(Movements[Index])
VAR total= CALCULATE(SUM(Movements[Mov Existence]),FILTER(ALL(Movements),'Movements'[Index] <= _index))
RETURN total
Result:
If you want to categorize by article, you can try the following dax:
Ending Balance22 =
VAR _index = SELECTEDVALUE(Movements[Index])
VAR _artical = SELECTEDVALUE(Movements[Article])
VAR total= CALCULATE(SUM(Movements[Mov Existence]),FILTER(ALL(Movements),'Movements'[Index] <= _index && 'Movements'[Article] = _artical))
RETURN total
Best Regards,
Jayleny
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you very much for your support, I took the information you sent as a basis and it worked 🙂 . I only made a modification in the formula of Ending Balance 22 so that it would take the value you selected in the segmenter.
An additional detail, as you can see in the image when selecting the month of July, the initial balance for that item is 160 (which is the end of the month of June).... with the formula _Ending Balance222, If the values are correct because it calculates over the entire table, the detail is that the process was very very slow.
The formula with which the Balance of the previous month is calculated is as follows:
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