Forum Discussion

STS_Joshua's avatar
STS_Joshua
Helper II
5 years ago
Solved

Summing forward and backwards

Hi All,

I have a current on hand amount and monthly ins and outs. Here is some sample data:

DateInOutFin
Aug64 
Sep35 
Oct45 
Nov52 
Dec43 

 

Assuming an on hand at the end of september of 10 then I would like a measure that will calculate forward and backwards like so:

 

DateInOutFin
Aug6412
Sep3510
Oct459
Nov5212
Dec43

13

 

Thanks!

Need Help
  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi STS_Joshua ,

    Please try to create a measure as below:

    Fin =
IF (
    MAX ( 'Date'[Date] ) = DATE ( 2019, 8, 1 ), //Start date: 2019/08/01
    12, //Initial Fin: 12
    12
        + CALCULATE (
            SUM ( 'Inputs'[Ins] ),
            FILTER (
                'Inputs',
                'Inputs'[Date] <= MAX ( 'Date'[Date] )
                    && 'Inputs'[Date] > DATE ( 2019, 8, 1 )
            )
        )
        - CALCULATE (
            SUM ( 'Outputs'[Outs] ),
            FILTER (
                'Outputs',
                'Outputs'[Date] <= MAX ( 'Date'[Date] )
                    && 'Outputs'[Date] > DATE ( 2019, 8, 1 )
            )
        )
)

    If the above measure can't get your desired result, please provide some sample data of table Inputs and Outputs and your desired result with example. Thank you.

    Best Regards
    Community Support Team _ Rena Ruan
    If this post helps, then please consider Accept it as the solution to help the other members find it more.

     

     

3 Replies

  • FrankAT's avatar
    FrankAT
    Community Champion
    5 years ago

    Hi STS_Joshua 

    I don't know where your the start value of 10 is coming from . So I integrated it with the following solution:

     

     

    Fin = 
CALCULATE(
    [Sum of Value],
    FILTER(
        ALL('Table'),
        'Table'[Index] <= MIN('Table'[Index])
    )
)

Sum of Value = SUM('Table'[In]) - SUM('Table'[Out])

     

    With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
    FrankAT (Proud to be a Datanaut)

    • STS_Joshua's avatar
      STS_Joshua
      Helper II
      5 years ago

      Apologies, I should have been more explicit. 10 would be the value to start October with therefore it should be the final value for September. All of the month values are measures which are sums from their own respective tables like so:

      Ins = SUM('Inputs'[Ins])

      Outs = SUM('Outputs'[Outs])

       

      The dates are a date table setup like so:

      Dates = CALENDAR(FIRSTDATE('Inputs'[date]),LASTDATE('Inputs'[date]))

       

      Final would then be a measure taking into account the Ins, Outs, and Current Inventory level that then works forward and back from the current Inventory because I have historical/projected ins and outs in their own respective tables. 

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        Hi STS_Joshua ,

        Please try to create a measure as below:

        Fin =
IF (
    MAX ( 'Date'[Date] ) = DATE ( 2019, 8, 1 ), //Start date: 2019/08/01
    12, //Initial Fin: 12
    12
        + CALCULATE (
            SUM ( 'Inputs'[Ins] ),
            FILTER (
                'Inputs',
                'Inputs'[Date] <= MAX ( 'Date'[Date] )
                    && 'Inputs'[Date] > DATE ( 2019, 8, 1 )
            )
        )
        - CALCULATE (
            SUM ( 'Outputs'[Outs] ),
            FILTER (
                'Outputs',
                'Outputs'[Date] <= MAX ( 'Date'[Date] )
                    && 'Outputs'[Date] > DATE ( 2019, 8, 1 )
            )
        )
)

        If the above measure can't get your desired result, please provide some sample data of table Inputs and Outputs and your desired result with example. Thank you.

        Best Regards
        Community Support Team _ Rena Ruan
        If this post helps, then please consider Accept it as the solution to help the other members find it more.