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aoncirto's avatar
aoncirto
Frequent Visitor
2 years ago

Sum/ Max - Calculation based on date [Stock calculation]

Hello all, 

 

I am totaly new one with PowerBi DAX function. I already have it one post ( solved ) but now need the upgrade the function but dont know how to achiev.

All the Dates values are in format ( DD-MM-YYYY)

 

From Original post have this measures in my report: 

Just for take max value from the data sheet [Always will be there just one value] - Stock is downloaded once per week

 

Total_Stock = MAX(Planning_Material_Delfor[Stock_Sum]) 

 

Summarize the value each day:

 

Total_Demand = CALCULATE(SUM(
    Planning_Material_Delfor[Column]), 
    FILTER(ALL('Calendar'[Date]),'Calendar'[Date] <=MAX('Calendar'[Date])
    )
)

 

Final measure called "Final stock" or like "Balance Stock"

 

Final Stock = [Total_Stock] - [Total_Demand] 

 

 

This measures works fine, but there is issue with Demand and Calendar table, beacause the first date is earlier this year -  for example: Stock is from 23.10.2023 and Demands: 01.05.2023 that mean i got wrong data in actual date/week.

 

I already try to somehow "filtered" like this: 

 

Measure_Test_Demand = CALCULATE(CALCULATE(SUM(Planning_Material_Delfor[Column]),FILTER(ALL('Calendar'[Date]),
'Calendar'[Date] = MAX('Calendar'[Date]))),'Calendar'[Week Offset] >= 0)
Final_Stock_Test = [Total_Stock] - [Measure_Test_Demand]

 

This works only in first monday ( 23.10.2023) 

 

Example how works now: 

DateStockDemandsMaterialBalance Stock
23/10/20235010Material - A40
24/10/2023500Material - A50 (default stock value)
30/10/2023505Material - A45 (wrong value) 

So correct result there must be "35" at 30/10/2023

 

Thank you so much for all any ideas! 

Have a nice day

 

See the original post, where was all the funcition was provided by parry2k

Original post: 

https://community.fabric.microsoft.com/t5/Desktop/Calculate-Stock-and-demand-based-on-material-each-day-Stock/m-p/3464611#M1147928

5 Replies

  • Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
    If you are unsure how to do that please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216
    Please show the expected outcome based on the sample data you provided.

    If you want to get answers faster please refer to https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

    • aoncirto's avatar
      aoncirto
      Frequent Visitor

      Hello, 

       

      There is link for the .pbix file.Perhaps will be more clear. 

      https://drive.google.com/file/d/1Nf37G80idnu9JW9ODKtBSOtr1LEQ2uhG/view?usp=sharing 

      Demands are in the past too [like 01/05/2023] but stock is downloaded every day so i dont need calculate "Current stock" - "Demand" when the stock is from 01/10/2023 but demands are in the past, i just need to take from actual Monday > Future 

       

      (understood not screenshot. it will be for just better understanding)

      Sum of Stock: have same QTY ( because is downloaded for example: once per week) 
      Date: is from calendar table and connection with Demand date

      Sum of Demand: is calculated like this:

      CALCULATE(SUM(
          Planning_Material_Delfor[Column]), 
          FILTER(ALL('Calendar'[Date]),'Calendar'[Date] <=MAX('Calendar'[Date])
          )
      )

      Balance stock: Its just measure

      Total Stock - Total Demand

      All i want is just ignore the past dates and just look only actual and more

      (Start calculate from actual week, that was try to use week offset ) 

       

      Thank you so much

      • lbendlin's avatar
        lbendlin
        Super User

        What's the point of computing Total Stock?  Stock is something that only has a meaning for each individual day.

        How can Balance Stock be negative? Are you selling things that are not there?

  • aoncirto's avatar
    aoncirto
    Frequent Visitor

    Greetings all, 

     

    I just modify the original one funtion to this: 

    Total_Demand_CurrentWeek = CALCULATE(SUM(
        Planning_Material_Delfor[Column]), 
        FILTER(ALL('Calendar'[Week Offset]),'Calendar'[Week Offset] >= 0)
        )

     

    But can someone help me there, why its just same value like in column

    "Planning_Material_Delfor[Column]" ( In that column i have it at 13/11/2023 - 76pcs and that measure show 76pcs. but the correct result is 52 + 76 = 128 because week before (06/11/2023) is there 52pcs. 

     

    Thank you