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PhillipB
Frequent Visitor

Monthly Stock Turns based on the previous 12 months

I need to create a calculation for stock turns.  This calculation is based on the previous 12 months sales divided current month stock value.

Current month = SUM(Stock[Value])

Sales = SUM(Sales[Cost])

I can do this for the current month but I would also like to have a historical data that follows the stock report date

 

1 ACCEPTED SOLUTION
dharmendars007
Memorable Member
Memorable Member

Hello @PhillipB , 

Create a measure to calculate sales for the previous 12 months and then Stock Turns measure, which divides the sales of the previous 12 months by the current stock value

Sales_Last12Months =
CALCULATE(SUM(Sales[Cost]),DATESINPERIOD('Calendar'[Date], MAX('Calendar'[Date]),-12,MONTH))

Stock_Turns =
DIVIDE([Sales_Last12Months],SUM(Stock[Value]),0)

If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

 

Thank You

Dharmendar S

LinkedIN 



View solution in original post

2 REPLIES 2
PhillipB
Frequent Visitor

Thanks worked nicely, had to change the way I used it and made it in to a summary table as I had some additional constraints with how the data relationships were set up.

 

dharmendars007
Memorable Member
Memorable Member

Hello @PhillipB , 

Create a measure to calculate sales for the previous 12 months and then Stock Turns measure, which divides the sales of the previous 12 months by the current stock value

Sales_Last12Months =
CALCULATE(SUM(Sales[Cost]),DATESINPERIOD('Calendar'[Date], MAX('Calendar'[Date]),-12,MONTH))

Stock_Turns =
DIVIDE([Sales_Last12Months],SUM(Stock[Value]),0)

If you find this helpful , please mark it as solution which will be helpful for others and Your Kudos/Likes 👍 are much appreciated!

 

Thank You

Dharmendar S

LinkedIN 



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