Forum Discussion
Need Help with Cumulative difference based on item#
Hi,
I am reaching out to this group for help in calculating cumulative difference of quantity for an item. and the calculation for first instance of the item will be base calculation where as the other instances of the same item follow the base calc differnce from the total quantity. My example here would explain better than my words. any help on this is highly appreciated !!
Thanks!
| Description | Item # | Month Year | Total Fqty | Required ( same as Total Fqty) | Curr Released Inv Qty (Base qty) | Curr Quarantine Inv Qty (Base Qty) | Open Qty | Qty Remaining (**bleep** Diff) | Calc logic required |
| XXXX | Item0001 | Apr-2020 | 1 | 1 | 15 | 0 | 0 | 14 | Only for the first row for the item - the calculation is Required - (Curr Released Inv Qty + Curr Qurantine Inv Qty + Open Qty) |
| XXXX | Item0001 | May-2020 | 9 | 9 | 15 | 0 | 0 | 5 | Above value + (Open Qty - Required) |
| XXXX | Item0001 | Jun-2020 | 13 | 13 | 15 | 0 | 0 | -8 | Above value + (Open Qty - Required) |
| YYYY | Item0002 | Apr-2020 | 2 | 2 | 239 | 0 | 0 | 237 | follow the first value calculation for first instance of the item Only for the first row for the item - the calculation is Required - (Curr Released Inv Qty + Curr Qurantine Inv Qty + Open Qty) |
| YYYY | Item0002 | May-2020 | 18 | 18 | 239 | 0 | 0 | 219 | Above value + (Open Qty - Required) |
| YYYY | Item0002 | Jun-2020 | 26 | 26 | 239 | 0 | 0 | 193 | Above value + (Open Qty - Required) |
11 Replies
- amitchandakSuper User
Anonymous , not very clear what you mean by the above value. The logic does not fit in
We can create a measure like
Cumm balance= CALCULATE(SUM(Table[Released]),filter(date,date[date] <=max(Table[Date])))
- CALCULATE(SUM(Table[Required]),filter(date,date[date] <=max(Table[Date])))
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.- AnonymousNot applicable
Thanks Amit for the reply, Above here refers to the previous value of the item's reamin Qty.
XXXX Item0001 Apr-2020 1 1 15 0 0 14 XXXX Item0001 May-2020 9 9 15 0 0 5 (14- (0+9)) (Previous value + (Open Qty - Required Qty))
- negi007Community Champion
AnonymousYour calculation seems to be little complicated to achieve but not impossible. I request you to share your excel file with the calculation, will then suggest appropriate solution to you. Thanks
- AnonymousNot applicable
Thanks for the reply, i am unable to attach my PBI file or Excel file in this post. How can i do that?
- negi007Community Champion
AnonymousYou could use google drive or one drive to attached powerbi file. Else you can share your excel file with formula calculation that would also help
- v-alq-msftCommunity Support
Hi, Anonymous
You may create a calculated column and a measure as below. The pbix is attached in the end.
FormattedMonthYear = VALUE(FORMAT(Sheet1[Month Year],"yyyymm")) Qty Remaining = var _base = CALCULATE( AVERAGE(Sheet1[Curr Released Inv Qty (Base qty)]), FILTER( ALL(Sheet1), Sheet1[Item #] = SELECTEDVALUE(Sheet1[Item #]) ) ) var _required = CALCULATE( SUM(Sheet1[Required ( same as Total Fqty)]), FILTER( ALL(Sheet1), Sheet1[Item #] = SELECTEDVALUE(Sheet1[Item #])&& Sheet1[FormattedMonthYear]<=SELECTEDVALUE(Sheet1[FormattedMonthYear]) ) ) return _base-_requiredResult:
Best Regards
Allan
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- v-alq-msftCommunity Support
Hi, Anonymous
If you take the answer of someone, please mark it as the solution to help the other members who have same problems find it more quickly. If not, let me know and I'll try to help you further. Thanks.
Best Regards
Allan
- AnonymousNot applicable
thanks for trying, but the solution mentioned didnt work for the second item, which has to reset the calculation. I have manged to write a measure calculation on my own.
- v-alq-msftCommunity Support
Hi, Anonymous
If possible, could you please share the measure to help the other members who have same problems find it more quickly. Thanks.
Best Regards
Allan