How to reschedule EDD based on production capacity - using dax

[shafiz_p]

Dynamic EDD Reassignment Based on Capacity and CS Approval 

I have a product wise capacity table. See below image:

I have a OrderDetails table with many column like Customer, Date, Order Code, CS Officer, Product Type, CS Approved Date(datetime) Order Qty(integer), Balance Qty(Integer), Estimated Delivery Date (datetime), Delivery Status, EDD (Duplicate of Estimated Delivery Date)

Problem is Each EDD of Each Product Type have multiple order entry of many different customer. Each order gets CS approved Date in a timely manner. Once order gets CS Approved Date, the order is in the queue of production and gets a Estimated Delivery Date. Within that date goods/orders needs to deliver. I wants to see which order I need to deliver tomorrow or day after tomorrow and sent those order for processing. Nicely manage the production.

But the problem is daily capacity of a perticular product type. He only can process a certain amount per day. So, he wants to see only order or number of orders, which satisfy the capacity i.e Sum of orders quantity <= Capacity of the product type.

All the other orders of that particular day of that perticular product type gets the next EDD. 

For Better Understanding, See the example below:

So, when I filter a perticular Date (EDD) and a Perticular Product Type, I only able to see orders sums up less than capacity of that product and remaining order will move to next EDD and this process may push the listed EDD further. Additionally , All Listed EDD is calculated Working Days. So, after pusing next day, if any, it must need to be woking days.

For example, OrderDetails have 2 EDD consecutively, 9/26/2025 and 9/28/2025. Gaps in the middle is not working days. after pusing order of 26th to next day 27th , it is invalid (Need to push 28th). if reachs the bounday of EDD meaning Last EDD and pushed to next day, then this date goes to calendar table and check the available working days.

Find the attached complete power bi file to work with. Thanks!!

[shafiz_p]

Dynamic EDD Reassignment Based on Capacity and CS Approval 

I have a product wise capacity table. See below image:

I have a OrderDetails table with many column like Customer, Date, Order Code, CS Officer, Product Type, CS Approved Date(datetime) Order Qty(integer), Balance Qty(Integer), Estimated Delivery Date (datetime), Delivery Status, EDD (Duplicate of Estimated Delivery Date)

Problem is Each EDD of Each Product Type have multiple order entry of many different customer. Each order gets CS approved Date in a timely manner. Once order gets CS Approved Date, the order is in the queue of production and gets a Estimated Delivery Date. Within that date goods/orders needs to deliver. I wants to see which order I need to deliver tomorrow or day after tomorrow and sent those order for processing. Nicely manage the production.

But the problem is daily capacity of a perticular product type. He only can process a certain amount per day. So, he wants to see only order or number of orders, which satisfy the capacity i.e Sum of orders quantity <= Capacity of the product type.

All the other orders of that particular day of that perticular product type gets the next EDD. 

For Better Understanding, See the example below:

So, when I filter a perticular Date (EDD) and a Perticular Product Type, I only able to see orders sums up less than capacity of that product and remaining order will move to next EDD and this process may push the listed EDD further. Additionally , All Listed EDD is calculated Working Days. So, after pusing next day, if any, it must need to be woking days.

For example, OrderDetails have 2 EDD consecutively, 9/26/2025 and 9/28/2025. Gaps in the middle is not working days. after pusing order of 26th to next day 27th , it is invalid (Need to push 28th). if reachs the bounday of EDD meaning Last EDD and pushed to next day, then this date goes to calendar table and check the available working days.

Find the attached complete file to work with.

Thanks,
Shahariar Hafiz

[lbendlin]

1. Power BI is a reporting tool, not a resource management tool

2. Conditional aggregations can only be done in Power Query, not in DAX.