How to count balance for replenish ?

[fyong]

 Hi Team , 

Can anyone share with me the dax function to get the outcome at "want this outcome" column?

I have created many to many relationship , matrix table .

[fyong]

Hi Tom, 

I have attached some data, could you share me how to achieve the expected result?

Thank you.

https://drive.google.com/file/d/1_pQZGjXskay1y_Q25vW1Mwh-LR5t7qGP/view?usp=drive_link https://docs.google.com/spreadsheets/d/1dgOcQzypubqaDwlbMJS_drNAnvtwk35p/edit?usp=drive_link&ouid=10... 

[TomMartens]

Hey @fyong ,

make sure that no login is required for downloading the file(s).

Regards,

Tom

[fyong]

Hi Tom , 

Please check.

Looking forward for your solution.

https://drive.google.com/file/d/1_pQZGjXskay1y_Q25vW1Mwh-LR5t7qGP/view?usp=drive_link https://docs.google.com/spreadsheets/d/1dgOcQzypubqaDwlbMJS_drNAnvtwk35p/edit?usp=drive_link&ouid=10... 

[TomMartens]

Hey @fyong ,

now I'm able to download, the file, but still there is not explanation on how to create the values in the expected output column. Without providing business rules, it's not possible to create any DAX.

For me the information you provided so far is not sufficient, for this reason, I will not be able to help you on this question.

Regards,

Tom

[fyong]

Hi Tom , 

Actually i want to know what is the shortfall quantity day to day comparing to customer demand and On hand stock ( Open PO &Inventory).

The similarity is the item number . 

[Anonymous · Accepted solution]

Hi @fyong 

You can refer to the following measure

Balance_ =
[PO QTY]
    - SUMX (
        FILTER (
            ALLSELECTED ( 'Demand Table' ),
            [Item ]
                IN VALUES ( 'Demand Table'[Item ] )
                    && [Ordered_Date] <= SELECTEDVALUE ( 'Demand Table'[Ordered_Date] )
        ),
        [Demand QTY]
    )

Best Regards!

Yolo Zhu

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

[fyong]

Hi Yolo Zhu , 

My balance is incorrect if i have mutliple orders within the same day. DO you have any idea to solve this ? I have attached link for your reference

https://drive.google.com/file/d/1DoUxzzaPoWpg3NveGspznJokypGygsHU/view?usp=drive_link 

[fyong]

Hi Yolo Zhu, 

Thanks for the solution . I really appreciate it .

[TomMartens]

Hey @fyong ,

I'm. not able to create any DAX without knowing what to do, only staring at the outcome column will create a solution that most likely is based wrong assumptions. You mentioned that you created many-to-many relationships between tables, is my understanding correct? Without knowing the exact relationships it's also not possible to create a DAX measure.

Consider creating a pbix that contains sample data, but still reflects your data model (tables, relationships, calculated columns, and measures). Upload the pbix to onedrive, google drive, or dropbox. If you are using Excel to create the sample data instead of the manual input method, then share the xlsx sheet as well. Do not forget to explain the expected result based on the data you provided.

Regards,

Tom