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Anonymous's avatar
Anonymous
Not applicable
5 years ago

Track inventory level over time

Hi,

 

I am currently working on a project where I want to show the inventory level of certain items on a timeline. For this I have two lists where on holds positive values for when an item is entering the inventory and a second one holding negative values for when it is being sold/leaving the inventory. Both lists are using unique IDs to link the individual items across the lists.

 

I would like to use these two lists to show how the companies inventory is behaving over time. My prefered visual would be a line diagram showing how the stocklevel was behaving across and within years.

 

Any help here?

 

Thanks and best regards!

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19 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    5 years ago

    Anonymous Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

    waterfall visual can be an option, but need check if that can fit in

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi,

     

    The data looks roughly as follows:

     

     

    This graph should show that :

    On 31.12.2020 we had a stock of 1 for Bikes and 1 for Cars.

    On 1.1.2021 the stock increased to a total of 3 (2 Bikes, 1 Car) 

    On 15.1.2021 the stock increased to a total of 4 (3 Bikes, 1 Car)

    On 16.1.2021 the stock increased to a total of 5 (3 Bikes, 2 Cars)

    On 20.1.2021 the stock decreased to a total of 4 (2 Bikes, 2 Cars)

     

    The layout of the data is clear to me so far. The problem starts between years. In this example, the stock on the 1.1.2021 always reads 1 Bike since the others where booked in the previous year. Any way to solve this issue? Can I create  a "YTD" that starts on i.e. 1.1.2015 and counts until today?

     

    Thanks in advance and best regards

    Simon

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        Thanks a lot for your support! This has already worked out well!

        I did however run into another issue:

         

        I need to take the ID into account. In my list there are a couple of machines that I have no "In" (positive value) for. They do however have an "Out" (negative value). Those are machines that were put into storage before the dataset. I would like to not take these into account. Thus only "Out" (-1) values for machines where there is an "In" value.

         

        Can I work this out in Power BI somehow? I have the "In" and "Out" in seperate tables that are merged together.

         

        Thanks and best regards!