Sunday, February 03, 2013 6:01 PM
I am looking for a formula that enables me to calculate the 'closing inventory balance'.
I have datasets containing information about the 'sales amount' on day X. And datasets containing information about the purchases on day X or Y.
How can I calculate 'inventory' = 'closing inventory balance' (last dataset before) - 'sales' + 'purchases' ?
The last dataset can be 1day away from now or more days away from now. I have a column containing the 'booking date'.
Which formula do I have to use and how do I have to organize the formula?
Thank you very much for your answers.
Tuesday, February 05, 2013 2:37 PM
Is this what you are looking for ?
Tuesday, February 05, 2013 3:08 PM
thank you for answering. I really dont know if this is what I am looking for.
Can I calculate the inventory column from the attached picture with a formula from your link?
By the way: I work with a seperate Time Dimension.
As it is a German version of PowerPivot I have to write ; instead of ,
The formula for the Moving Amount works. The formula for the Inventory shows the same results as the formula for the Moving Amount. Is there a mistake? I need to receive the values of the picture for the inventory column.
Wednesday, February 06, 2013 12:00 AM
Please find the below DAX Query. I have written it as per your image and you may need to change it as per your requirement.
Calculate ( Sum ( Table1[ProductionAmount] ) + Sum ( Table1[Purchases] ) + Sum ( Table1[Salesamount] ), Filter ( All ( Table1 ), Earlier ( Table1[Date] ) >= Table1[Date] ) )
- Marked As Answer by J.Roca Wednesday, February 06, 2013 12:36 PM
Wednesday, February 06, 2013 12:36 PM
thank you very much for your help! Your formula works quite well except the fact that it does not sum up the first dataset. I modified the formula a bit and found a solution:
=CALCULATE (SUM[Moving Amount]);FILTER(ALLEXCEPT(Table1;Table1[Product]);EARLIER(Table1[Date]) >= Table1[Date]))
- Marked As Answer by J.Roca Wednesday, February 06, 2013 12:37 PM