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bstark1287's avatar
bstark1287
Helper II
4 years ago
Solved

Sum up columns based on date

I have 3 tables of data below. "Current Inventory", "Open requisition orders" to resupply inventory, and "Production Schedule Demand". I am wanting to calculate at what point we will run out of inventory based on the current information. 

Current Inventory
Part #Unrestricted stock
Motor1
Alternator0
Pulley5
Panel16

 

Open requisition orders 
Part #Delivery dateQuantity
Motor6/22/20225
Alternator7/21/20223
Pulley7/21/202210
Panel7/21/20221
Motor 8/24/20225
Pulley9/1/202210
Panel9/1/20225

 

Production Schedule demand     
Part #Job # Required Quantity Required date
Motor12345 1 7/1/2022
Alternator12345 2 7/1/2022
Pulley12345 6 7/1/2022
Panel12345 2 7/1/2022
Motor67890 3 7/30/2022
Alternator67890 6 7/30/2022
Pulley67890 6 7/30/2022
Panel67890 2 7/30/2022
Motor98765 3 7/31/2022
Alternator98765 6 7/31/2022
Pulley98765 6 7/31/2022
Panel98765 2 7/31/2022
Motor43210 1 9/1/2022
Alternator43210 2 9/1/2022
Pulley43210 6 9/1/2022
Panel43210 2 9/1/2022
  • indkitty's avatar
    indkitty
    4 years ago

    Hi @bstrak1287

     

    Refer to below as the value displayed -13 for alternator.

     

     

    Logic used

    current inventory (add a date column which can be 1 day less (Minimum value) than your purchase order/sales order).

    Make one table with all data included as below.

    current inv - Inital stock.

    purchase order - Incoming qty

    Work/sales order - consumption. 

     

    Create a data table 1 day earlier (as initial stock) and last date as maximum of (work order / purchase order).

     

     

    You can download the file from below and work around.

     

    https://drive.google.com/file/d/1Bl5qSBtGrnHRhEgN9Sn1kfgQp1gHHFuV/view?usp=sharing

     

    Refer to Enterprise DNA, SQLBI for Inventory dashboard.

     

    Let me if this solution is accepted.

11 Replies

  • Hi bstark,

     

    I think required qty is missing production schedule.

     

    • bstark1287's avatar
      bstark1287
      Helper II

      indkitty apologies it was there, it was just formatted in a way it was tough for me to even discern. I have added columns in between other values to make it easier to read. Thank you for letting me know!

      • indkitty's avatar
        indkitty
        Helper II

        bstark1287 Not a problem. Have you built Power BI Dashboard (i.e Pbix) file. If yes, can you share through Google drive/One Drive?