Iterative calculation

[jsteffe]

Hello,

I get the following table with products and stocks

I get the stock value only for my last date (2014-06-14) for each product and I want to get it for all previous days ...

For example : my stock value for product 2009100 and date 2014-06-13 will be 33 (stock at 2016-06-14) + 4 (outputs at 2016-06-14) - 1 (input at 2016-06-14) = 36

Is there a way to do this iterative calculation ? Start from the last date for each product and complete the table ?

Thanks for your help ...

[Anonymous · Accepted solution]

I was going to tell you that you can use a calculated column BUT there is no way to tell powerbi to to run calculations in a certain order (or recursive). So the formula would be fairly complex because you have to do (in your calculated column)

- look for the maximum date available for this inventory id

- determine the stock amount

- iterate through all of the rows from that max date to current date, summing all in, out 

so something along the lines of
calcStock=
VAR thisProduct = table[product_id]

VAR thisDate = table[inv_date]

VAR maxDate=MAXX(FILTER(table;table[product_id] = thisProduct);table[inv_date])
VAR endStock=MAXX(FILTER(table);table[product_id]=thisProduct && table[inv_date]=maxDate);  table[end_day_stock_value])
VAR differential= SUMX(FILTER(Table;table[product_id]=thisProduct && table[inv_date]>=thisDate);table[output]-table[input])

RETURN
endStock+differential

(I haven't tested but SHOULD work)

[Anonymous · Accepted solution]

Hi @jsteffe 

The dax which is written by @Anonymous  is correct.

One change needs to be done in it for differential

New Stock =

VAR thisProduct = 'Table'[product_id]

VAR thisDate = 'Table'[inv_date]

VAR maxDate=MAXX(FILTER('Table','Table'[product_id] = thisProduct),'Table'[inv_date])

VAR endStock=MAXX(FILTER('Table','Table'[product_id]=thisProduct && 'Table'[inv_date]=maxDate),'Table'[Stock])

VAR differential= SUMX(FILTER('Table','Table'[product_id]=thisProduct && 'Table'[inv_date]>=thisDate && 'Table'[inv_date]<maxDate),'Table'[output]-'Table'[input])

RETURN

endStock+differential

Thanks & regards,
Pravin Wattamwar
www.linkedin.com/in/pravin-p-wattamwar

If I resolve your problem Mark it as a solution and give kudos.

[jsteffe]

Thanks a lot for your precise answer : it perfectly works !

[Anonymous · Accepted solution]

I was going to tell you that you can use a calculated column BUT there is no way to tell powerbi to to run calculations in a certain order (or recursive). So the formula would be fairly complex because you have to do (in your calculated column)

- look for the maximum date available for this inventory id

- determine the stock amount

- iterate through all of the rows from that max date to current date, summing all in, out 

so something along the lines of
calcStock=
VAR thisProduct = table[product_id]

VAR thisDate = table[inv_date]

VAR maxDate=MAXX(FILTER(table;table[product_id] = thisProduct);table[inv_date])
VAR endStock=MAXX(FILTER(table);table[product_id]=thisProduct && table[inv_date]=maxDate);  table[end_day_stock_value])
VAR differential= SUMX(FILTER(Table;table[product_id]=thisProduct && table[inv_date]>=thisDate);table[output]-table[input])

RETURN
endStock+differential

(I haven't tested but SHOULD work)

[Anonymous]

Hi @Anonymous thanks for the fix!