Stock cumulative total DAX

Hi AGo,

I think i got your expectation. As my understand, you want to show comparison the initial  inventory with cummulative of sale quantity (available stocks).

• Create Dates table :

Dates = CALENDARAUTO()

• Create Year column for fact(sales data) table:

Year = YEAR(data[Date])

• Now i created calculated column to show Initial Inventory for all rows:

Init inventory = CALCULATE(sum(data[Quantity]),FILTER(data,data[Initial Inventory]="Y" && data[ProductId]=EARLIER(data[ProductId]) && data[Year]=EARLIER(data[Year])  ))

• Create cummulative measure:

Cumm = CALCULATE(sum(data[Quantity]),filter(all(Dates), Dates[Date] <= MAX(Dates[Date]) && Dates[Date].[Year] = max(Dates[Date].[Year]) ))

(The cummulative has condition: Year= max(year) to ensure cummulative happens for each year as Time Pattern in topic: http://www.daxpatterns.com/time-patterns/)

Please notice that i use Date column of Dates table in showing fields.

Sample:  https://www.dropbox.com/s/d07if69oxy7kuqw/Initial_Cummulative.pbix?dl=0

Data: https://www.dropbox.com/s/beqdng6ix8ws89e/InitialInventory_Cummulative.xlsx?dl=0

If this works for you please accept it as solution and also like to give KUDOS.

Best regards
Tri Nguyen