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LISAN_AL_GAIB
New Member

Inventory report with open balances, sum of transactions by trx types, and with close balances

Hi,

 

Is it possible to build this report in Power BI?

There is one table for inventory transactions (about 1mln records so far).

LISAN_AL_GAIB_0-1693318805290.png

 

I need to build report looking like this. Summarized by Item/Warehouse combination.

User should be able to change report dates with a slider.

LISAN_AL_GAIB_1-1693318876522.png

 

Thanks,

 

L.G.

 

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@LISAN_AL_GAIB , You have to create that many measures. , later you can use calculation group two have dual header.

 

While all Transaction meausre will be sum, Opening and closing would be cummulative

 

14 = calculate(Sum(Table[Quantity]), filter(Table, Table[TraxType]= 14))

 

Same for others

 

Opening =

 CALCULATE( [10]-[11]+[12] -[13]-[14]+[15],filter(date,date[date] <minx(date,date[date]) ) )

 

 

closing=

 CALCULATE( [10]-[11]+[12] -[13]-[14]+[15],filter(date,date[date] <=maxx(date,date[date]) ) )

 

Power BI Inventory On Hand: https://youtu.be/nKbJ9Cpb-Aw

 

Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@LISAN_AL_GAIB , You have to create that many measures. , later you can use calculation group two have dual header.

 

While all Transaction meausre will be sum, Opening and closing would be cummulative

 

14 = calculate(Sum(Table[Quantity]), filter(Table, Table[TraxType]= 14))

 

Same for others

 

Opening =

 CALCULATE( [10]-[11]+[12] -[13]-[14]+[15],filter(date,date[date] <minx(date,date[date]) ) )

 

 

closing=

 CALCULATE( [10]-[11]+[12] -[13]-[14]+[15],filter(date,date[date] <=maxx(date,date[date]) ) )

 

Power BI Inventory On Hand: https://youtu.be/nKbJ9Cpb-Aw

 

Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Hi amitchandak,

Thank you for reply!

I will try it this way.

Regards,

 

L.

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