Dynamic Inventory Reconciliation: Aligning Opening and Closing Balances in Power BI
I have created an Inventory Reconciliation report that includes a Year slicer. The report's main visual is a matrix with the following rows: Opening Inventory Purchases Sales Closing Inventory (Calculated) On-Hand Quantity The Closing Inventory (Calculated) is determined using this formula: Closing Inventory (Calculated) = Opening Inventory + Purchases - Sales The matrix has Months set on the Columns. For example, if the year 2023 is selected: January’s Opening Inventory is calculated using the following DAX formula: Opening Inventory (Q) = CALCULATE( [On-Hand Qty], PREVIOUSMONTH('Calendar (On-Hand)'[Dates]) ) For February, the Opening Inventory should use January’s Closing Inventory (Calculated) or the previous month's Closing Inventory. Currently, the Opening Inventory row uses its formula to calculate results, which might lead to inconsistencies. I believe the Opening Inventory should instead depend on the Closing Inventory (Calculated) from the previous month. What would be your solution?Remove the 'Helpful resources' panel when viewing a forum message
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