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rodrigoestrella
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6 years ago
Solved

sum quantities over different time periods

Hello ! 

I have to calculate stock adjustments over sales in several stores of a supermarket in the period between the last stock count and today. The thing is that the stock count date is different for each store, and I would also like to decompose the adjustments by product category. 

I managed to make a measure that calculates them, but when I want to calculate the ratio aggregated by location the measure is not working.

The data looks like this

store_id  adjustment_date  product_id  adjustmentCause_id    Quantity  amount
22020/08/206331$3.00
 
The stock date table has two columns store_id and stock_date. And the sales table looks like this.
store_id  date  product_id  Quantity  amount
22020/08/206312$36.00
 

The measures I managed to do are this ones.

adjusment = CALCULATE(SUM(merms[amount]), FILTER('Datetable', 'Datetable'[date] > MAX(Stock_date[store_stockdate])))
sales = CALCULATE(SUM(sales[sales_amount]), FILTER('Datetable', 'Datetable'[date] > MAX(Stock_date[store_stockdate])))
ratio = DIVIDE([adjustment], [sales], 0 )
The thing is that when I aggregate by location the date that the measures uses is the max of the stock dates of the stores in that location, not the one that corresponds to each store.
I would really appreciate if you can help me out. Thanks in advance !
Rodrigo
  • rodrigoestrella, try this measure:

     

    Adjustments = 
    SUMX (
        Merms,
        IF ( Merms[adjustment_date] >= RELATED ( DimStore[stock_date] ), Merms[amount] )
    )

     

    Data model:

     

     

    By store_id:

     

     

    By location:

     

     

3 Replies

  • rodrigoestrella, try this measure:

     

    Adjustments = 
    SUMX (
        Merms,
        IF ( Merms[adjustment_date] >= RELATED ( DimStore[stock_date] ), Merms[amount] )
    )

     

    Data model:

     

     

    By store_id:

     

     

    By location: