Inventory forecasting

Hi jakeudy ,

Try to create a Date dimension table and create relationships between your 'Forecast Table' and the Date table. Then, change your measure like below and replace the date column from 'Forecast Table' with the date column from Date table in your visualizations.

Stock =
VAR _CHANGE =
    SUMX (
        FILTER (
            ALL ( 'Forecast Table' ),
            'Forecast Table'[Date] <= MAX ( 'Date'[Date] ) ----------------------------changed
                && 'Forecast Table'[Material] = MAX ( 'Forecast Table'[Material] )
                && 'Forecast Table'[Site] = MAX ( 'Forecast Table'[Site] )
        ),
        'Forecast Table'[Quantity]
    )
VAR _Total =
    SUMX (
        FILTER (
            'On Hand Table',
            'On Hand Table'[Material] = MAX ( 'Forecast Table'[Material] )
                && 'On Hand Table'[INVENTORYSITEID] = MAX ( 'Forecast Table'[Site] )
        ),
        'On Hand Table'[Physical Inventory]
    )
RETURN
    _CHANGE + _Total

If this method doesn't work, please share me some sample data, not real data, for test.

Best regards

Icey

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