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Anonymous's avatar
Anonymous
Not applicable
8 years ago

Inventory report by date

Hi everybody,

I work with a inventory software and I want a report to follow this inventory monthly. I made it but I can only follow it live using another date column in another table which is "received batch" date. I want to be able to come back in the last month to see what the inventory looked like at this time.

In a table I have all the products with a column for the date of entry in the inventory (InDate) end another column for the date of expedition (OutDate) of each products (2099-12-31 if its still in inventory).

I dont know how to do it and what kind of filter (or slicer) I have to use in my visual.

Thanks

Need Help

3 Replies

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    Hi Anonymous,

     

    Not very clear about your requirement. What is your desired output with above sample table?

     

    Regards,

    Yuliana Gu

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Sorry about that...

      I want to be able to choose a date in my visual to filter the report. For each products I have a date of entry in the inventory and a date of release. By choosing a date in the visual, I want to see the product that were still in the inventory at this moment. 

      EX: if I choose the 1st of august in my visual, I need to see the products with the InDate before 1st of august AND the OutDate after 1st of august.

      Hope its clearer!

      Thanks

      • v-yulgu-msft's avatar
        v-yulgu-msft
        Icon for Microsoft Employee rankMicrosoft Employee
        8 years ago

        Hi Anonymous,

         

        Please first create a calendar table which is unrelated with above actual data table. Add date field from this calendar table into slicer.

        DimDate =
CALENDAR ( MIN ( ActualTable[InDate] ), MAX ( ActualTable[OutDate] ) )

         

        Create below measure:

        SelectedDateValue =
        SELECTEDVALUE ( DimDate[Date] )

        Measure1 =
IF (
    SELECTEDVALUE ( ActualTable[InDate] ) <= [SelectedDateValue]
        && SELECTEDVALUE ( ActualTable[OutDate] ) >= [SelectedDateValue],
    1,
    0
)

         

        I think you would use a Table visual to display data from actual table. Then, click this table visual, add [Measure1] to visual level filter, and set its value to 1.

         

        Regards,

        Yuliana Gu