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Anonymous
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3 years ago
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Running Stock Total based on forecasts and delivery's

Hi I am really struggling with this query as I am new to Power Query, I need to have a "Running Stock"  column that when the report is first run the top line "Forecast qty RT - MAR" is subtracted fr...
  • ronrsnfld's avatar
    ronrsnfld
    3 years ago

    By the way, I see now that your error message is due to the fact that you added the Part column to the table type specification incorrectly.  The columns should be in the form:  [...Column Name = type...].  You show [...#"Part", type text...] which is adding two columns, one with the name "Part", and the second named "type text".  See my code below for proper method.

     

    Below is code that should work to give you a running stock qty per part number.

    Here is the table with the Part column added:

    Code:

     

    let
    
    //Change next line to reflect actual data source
    Source = Excel.CurrentWorkbook(){[Name="Table16"]}[Content],
    
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Part", type text},
    {"Forecast qty RT - MAR", Int64.Type}, {"Stock Total", Int64.Type}, {"On order (Bf required date)", Int64.Type},
    {"J24 Quantity", Int64.Type}}),
        
    #"Grouped Rows" = Table.Group(#"Changed Type", {"Part"}, {
        {"Tables", (t)=>
          let 
            //lists to compute running stock total
            fq = t[#"Forecast qty RT - MAR"],
            oo = t[#"On order (Bf required date)"],
    
            #"rtList" = List.Generate(
              ()=>[rt=t[Stock Total]{0} - fq{0} + oo{0}, idx=0],
              each [idx] < List.Count(fq),
              each [rt= if oo{[idx]} <> oo{[idx]+1}
                          then [rt] - fq{[idx]+1} + oo{[idx]+1}
                          else [rt] - fq{[idx]+1},
                    idx=[idx]+1],
              each [rt]),
    
          //combine running total column with original table
            #"Result" = Table.FromColumns(
                {t[Part]}
                & {fq}
                & {#"rtList"}
                & {t[Stock Total]}
                & {oo}
                & {t[J24 Quantity]},
              { "Part",
                "Forecast qty RT - MAR", 
                "Running Stock", 
                "Stock Total",
                "On order (Bf required date)", 
                "J24 Quantity"})
          in
            #"Result",
            type table[
                #"Part" = text,
                #"Forecast qty RT - MAR"=Int64.Type, 
                  Running Stock=Int64.Type, 
                  Stock Total=Int64.Type,
                #"On order (Bf required date)"=Int64.Type, 
                  J24 Quantity=Int64.Type]
    }}),
        #"Expanded Tables" = Table.ExpandTableColumn(#"Grouped Rows", "Tables", 
            {"Forecast qty RT - MAR", "Running Stock", "Stock Total", "On order (Bf required date)", "J24 Quantity"})
    
    in #"Expanded Tables"

     

    Results: