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Drgodfrey's avatar
Drgodfrey
Regular Visitor
6 years ago

Cumulative Total not effected by slicer

Hi there,   I am trying analyse my inventory over time. I have imported the item journal table from Nav Dynamics and can successfully display the inventory over time using following measure:   Q...
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v-easonf-msft's avatar
v-easonf-msft
Icon for Community Support rankCommunity Support
6 years ago

Hi , Drgodfrey 

 

I'm a little confused by your description. And your image is missing.

Sample data and expected output would help tremendously. 

Could you please share your PBIX/some sample data and expected result to me if you don't have any Confidential Information?
You can upload your pbix file to OneDrive and share it with me if it is convenient.

 

Best Regards,
Community Support Team _ Eason

Drgodfrey's avatar
Drgodfrey
Regular Visitor
6 years ago

Hi there

 

Sorry for the delay! 

 

The picture is below is the graph that gets produced by the data above. Essentailly it is an inventory movement table that i have exported from Nav Dymamics.  I can get an inventory on a set date by working a slicer back wards and the cumultaive calc stops at the slicer date. But if i narrow the date from the start date the movements prior are ignored and the invenotry is wrong. 

 

Essentilaly the output required is a table that has the inevntory on each day for each item.  

 

A link of sample data is below

 

https://1drv.ms/u/s!AoFC8Tq7aHhrtGwA_t8hpYC4SU-P?e=2QL3mJ

 

 

 
 

 

  • v-easonf-msft's avatar
    v-easonf-msft
    Icon for Community Support rankCommunity Support
    6 years ago

    Hi, Drgodfrey 

    Can you show me  the  formula  of Item Journal Card'[Quantity]  and Item Journal Card'[Posting_Date]   you create?

     

    Best Regards,
    Community Support Team _ Eason

    • Drgodfrey's avatar
      Drgodfrey
      Regular Visitor
      6 years ago

      Sorry I do not understand, those to are just columns in a table.

       

      Essentially the current data relies on a + or - entry against a particular item code on a posting date.

       

      A + item is receipt of stock

      A - item is sale of stock

       

      I am trying to focus my analysis into the last few months in order to help set my reorder points for inventory planning

       

      At the moment if I slice the dates to focus on the last 3 months  then the calculation of + and - is only for that period, essentially it would be good to calculate an inventory table for each item on a particular date so i can interrogate my historic inventory 

       

      Thanks for your continued help

       

      Dave