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Anonymous's avatar
Anonymous
Not applicable
6 years ago

Inventory challenge

I've posted about this but so far have been unsuccessful in getting a solution.   Any help is very appreciated.  So, will try again to give a full explanation of what I need help with:    1.  I hav...
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v-lid-msft's avatar
v-lid-msft
Community Support
6 years ago

Hi Anonymous ,

 

Sorry for that, We cannot understand your data model clearly, Could you please provide a mockup sample based on fake data or describle the fields of each tables and the relations between tables simply? It will be helpful if you can show us the exact expected result based on the tables. Please upload your files to One Drive and share the link here.

Please don't contain any Confidential Information or Real data in your reply.

 

Best regards,

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    I have modified the information in the PBIX file so that it does not show "original" information.  

     

    Previously, I outline what I am trying to accomplish - but any questions please let me know.    

     

    Essentially, the "Last Gen Date" is updated each time we pull information from our ERP system (Items table).    The Pegging table includes the Outstanding Requirement  (demand), and this demand is based on the Due Date column.    

     

    I need to match up the current qty on hand (Items table), based on the Last Gen Date and deduct the demand from it.    The resulting amount is the Surplus.    If there is a demand leftover from the prior month, it needs to be rolled over to the other months  (cumulative).   

     

    I am trying to accomplish in Power Bi what she is doing manually every day in Excel.  

     

     

    PBIX file 

     

     

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hello  -  I uploaded my sample model.   Any feedback is appreciated!

     

    Thanks!