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Chanti
Frequent Visitor

Power Bi Daily Inventory Levels

Need help trying to figure out how to get inventory levels by day in Power BI with direct query connection(cannot use calculated tables as it does not refresh once published to the service).

 

the way the data is kept is inventory starts at the  beginning of the month and then adds subtracts on a daily basis.

here is a sample of how it looks:

Date        **** StockQty

02/04/24 **** 50

02/04/24 **** -30
02/03/24 **** 30

02/03/24 **** -45

02/02/24 **** 45

02/02/24 **** -20

02/01/24 **** 20

01/31/24 **** 30

01/31/24 **** -25

01/30/24 **** 25

01/30/24 **** -50

01/29/24 **** 50

01/29/24 **** -45

 

the purpose is to add the result to a chart and see the changes by day.

 

3 REPLIES 3
Anonymous
Not applicable

Hi, @Chanti 

If you want to show the change from day to day, a line chart or bar chart can show this change, or you can use @lbendlin suggestion to consider a waterfall chart, or you can look in Power BI visual to find the visual that suits your needs.

vyaningymsft_0-1709716011395.png

vyaningymsft_1-1709716029601.png

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

Yes.

The issue is not the charts, the issue is the formula that can take into consideration that the data keeps beginning open inventory and closing ending inventory by day except for the beginning of the month where it only takes begining inventory

Screenshot2024-03-06.png

lbendlin
Super User
Super User

Have you considered using a waterfall chart?

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