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07gt
New Member

Transaction Table to Current Inventory

Hello, 

 

I'm very new to PowerBI and I'm looking for help turning my transaction table into a current inventory table. See transaction data in picture here:

07gt_0-1688211046150.png

I have two bins (Bin1 and Bin2) which contain product and I can't figure out how to write a table formula to summarize the quantity in each. Essentially the formula should be Sum(Quantity To BinX) - Sum(Quantity From BinX), but I don't know how to write it in DAX. I need an output table that looks like this:

 

07gt_1-1688211690571.png

Any help/guidance would be much appreciated!

 

Thanks,

 

Jason

 

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

It is for creating a new table.

 

Jihwan_Kim_0-1688240503258.png

 

 

New Table = 
VAR _ToTable =
    GROUPBY (
        FILTER ( Data, Data[To] <> "Sales" ),
        Data[To],
        "@Qty", SUMX ( CURRENTGROUP (), Data[Quantity] )
    )
VAR _FromTable =
    GROUPBY (
        FILTER ( Data, Data[To] = "Sales" ),
        Data[From],
        "@Qty", SUMX ( CURRENTGROUP (), Data[Quantity] )
    )
VAR _ResultTable =
    ADDCOLUMNS (
        _ToTable,
        "@fromQty", SUMX ( FILTER ( _FromTable, Data[From] = Data[To] ), [@Qty] )
    )
RETURN
    SELECTCOLUMNS (
        SUMMARIZE (
            ADDCOLUMNS ( _ResultTable, "@ResultQty", [@Qty] - [@fromQty] ),
            Data[To],
            [@ResultQty]
        ),
        "Bin", Data[To],
        "Quantity", [@ResultQty]
    )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

3 REPLIES 3
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

It is for creating a new table.

 

Jihwan_Kim_0-1688240503258.png

 

 

New Table = 
VAR _ToTable =
    GROUPBY (
        FILTER ( Data, Data[To] <> "Sales" ),
        Data[To],
        "@Qty", SUMX ( CURRENTGROUP (), Data[Quantity] )
    )
VAR _FromTable =
    GROUPBY (
        FILTER ( Data, Data[To] = "Sales" ),
        Data[From],
        "@Qty", SUMX ( CURRENTGROUP (), Data[Quantity] )
    )
VAR _ResultTable =
    ADDCOLUMNS (
        _ToTable,
        "@fromQty", SUMX ( FILTER ( _FromTable, Data[From] = Data[To] ), [@Qty] )
    )
RETURN
    SELECTCOLUMNS (
        SUMMARIZE (
            ADDCOLUMNS ( _ResultTable, "@ResultQty", [@Qty] - [@fromQty] ),
            Data[To],
            [@ResultQty]
        ),
        "Bin", Data[To],
        "Quantity", [@ResultQty]
    )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

@Jihwan_Kim  this worked perfectly, thanks so much! The actual inventory table has a lot more detail, so ill adapt what you've written here to filter the way I need to. Appreciate it!

Thanks @Jihwan_Kim , I will give it a try and let you know how it goes!

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