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rsbin's avatar
rsbin
Community Champion
3 years ago
Solved

Virtual Table within a Calculated Column

Good Afternoon,

Looking for some assistance with a Calculated Column dealing with Inventory.

Have a Table of On Hand Inventory.

Facility Item Pre-AdjustmentDate OnHandPreAdjustment Adjustment Date
ABC ATA235 04/30/2023 1 05/01/2023

 

Have a Transaction Detail Table (simplified) as follows:

Facility Item Transaction Type Date Qty.
ABC ATA235 Inventory Adjustment 05/01/2023 -1
ABC ATA235 Inventory Adjustment 05/01/2023 1

 

Want to add a Calculated Column to the first table that sums the Qty in the second table for each Facility, Item and Date match.

I have been able to do it by creating a Summary Table and Lookup. 

Facility Item Pre-AdjustmentDate OnHandPreAdjustment Adjustment Date Adjustment
ABC ATA235 04/30/2023 1 05/01/2023 0

Thinking there is a more efficient way by creating a virtual table within a Calculated Column, but haven't been able to get it to work.  Any guidance would be much appreciated.

Regards,

 

  • Something like this might work...

    Adjustment =
    var _vTable =
    FILTER(
        SUMMARIZE(
            txTable,
            txTable[Item],
            txTable[Facility],
            txTable[Date],
            "sumQTY", SUM(txTable[Qty.])
        ),
        txTable[Item] = onHandTable[Item] && txTable[Facility] = onHandTable[Facility] && txTable[Date] = onHandTable[Adjustment Date]
    )
    Return
    SUMX(
        _vTable,
        [sumQTY]
    )

3 Replies

  • Something like this might work...

    Adjustment =
    var _vTable =
    FILTER(
        SUMMARIZE(
            txTable,
            txTable[Item],
            txTable[Facility],
            txTable[Date],
            "sumQTY", SUM(txTable[Qty.])
        ),
        txTable[Item] = onHandTable[Item] && txTable[Facility] = onHandTable[Facility] && txTable[Date] = onHandTable[Adjustment Date]
    )
    Return
    SUMX(
        _vTable,
        [sumQTY]
    )
    • rsbin's avatar
      rsbin
      Community Champion

      jgeddes ,

      Thanks much for the prompt reply.

      At first glance, appears to be what I am looking for.  Will give it a shot later today and let you know how I make out.

      Thanks again!

      Regards,

      • rsbin's avatar
        rsbin
        Community Champion

        jgeddes ,

        Just wanted to let you know that I got it to work as expected.  Thanks again for the assist.

        Regards,