Projected Ending On Hand calculation

kimchwee

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Hi Gurus,

Been cracking my head on this and wasn't able to find something related. Have a typical Supply Chain scenario where business have:
1) In-coming Purchase by Date
2) Forecast / Demand

We want Inventory Projection.

Eg.
Initial5/14/20165/15/20165/16/20165/17/20165/18/20165/19/20165/20/20165/21/20165/22/20165/23/20165/24/20165/25/20165/26/20165/27/2016
ApplePurchase350200200200200200200200200200200200200200
AppleDemand-100-300-500-100
Inventory projection02504506505507509501150850105012501350155017501950


On conventional Excel it's super straight forward i.e. Previous day Inventory + sum of current date column. However, it's mind blowing when trying to achieve on Power Query / Pivot.
If I use Power Pivot terms, I actually want something like this : Projection := Calculate (sum(value), Table.Date <= Date
 
Is it helpful to arrange data as shown in the attached file and run a regular pivot table and just convert the measure to running totals rather than sum? It seems to get your values for the data I updated through 5/17.
 

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  • PivotTableRunningTotals.xlsx
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