Forum Discussion
Need help graphically showing items that need stock
Hi everyone, I hope someone can help me figure this out! I'm working on a Power BI report that will show what items need to be stocked. In my data model, I have:
1. Date Table
2. Item table (contains all items names and subgroups)
3. Sales Order Book (contains all sales orders with ordered quantities and date it was requested)
4. Transit Report (contains incoming stock with quantties from a different warehouse with arrival date)
5. Inventory Report (contains stock we have on hand)
After trying a million different things to correctly show all my data, I decided to append the Sales Order Book, Transit Report, and Inventory Report. Before appending these three reports, I multiplied the ordered quantities in the Sales Order Book by -1 (to show a negative value where stock is needed) and created a column showing where the number came from (Sales Order, Transit Stock, On Hand Inv). The appended report is connected to the Date Table and Item table (both with one-to-many relationships).
This worked great when shown on a table visual! However, I am trying to build a graph that shows the total net sales (calculated by taking the sum of net sales where source is "Sales Order") in the Sales Order book by month year (Dec'23 to Nov'24 where all orders before Jan 1, 2024 are grouped in the current month of Dec'23) that splits each column up by items we have in stock vs. items we don't and will not have in stock. Example:
But when I try to do this by creating two measures to put on the Y-axis (same measures with different data in the example):
1. [Fulfillable Orders]= CALCULATE([Total Net Sales], FILTER('Sales Order Report', [Total Quantity] >= 0))
2. [Inventory Gap] = CALCULATE([Total Net Sales], FILTER('Sales Order Report', [Total Quantity] < 0))
It says the inventory gap is the same amount as the Total Net Sales which I know is not right.
If anyone has any suggestions or sees something I missed, please let me know! I appreciate the help 🙂
1 Reply
- lbendlin
Super User
Are you maybe looking for a waterfall chart?