Latest Enterprise DNA Initiatives

Stock Aging and FIFO Valuation

Hi All,

I am presently working on a Stock Ageing Report that I have got so far with thanks to a Philip Seamark article and @Melissa on this forum.

I have looked and tried to implement the following:-


I can Calculate Stock on Hand and Cumulative Totals but I am struggling to Age the Stock and also get a Value for that Aged Stock.

eg. I know I have 4 on hand with 3 being an Age of 0 and 1 with an Age of 3 Months but I cannot seem to calculate those numbers.

Please find attached the Workbook and any help is gratefully appreciated.

The Excel file is the theory of how I want it to work.

Thanks

Chris

StockFifo.pbix (102.6 KB)Edna.xlsx (20.2 KB)

Hi @chris.turnbull, we aim to consistently improve the topics being posted on the forum to help you in getting a strong solution faster. While waiting for a response, here are some tips so you can get the most out of the forum and other Enterprise DNA resources.

  • Use the forum search to discover if your query has been asked before by another member.
  • When posting a topic with formula make sure that it is correctly formatted to preformatted text </>.
    image
  • Use the proper category that best describes your topic
  • Provide as much context to a question as possible.
  • Include the masked demo pbix file, images of the entire scenario you are dealing with, screenshot of the data model, details of how you want to visualize a result, and any other supporting links and details.

I also suggest that you check the forum guideline How To Use The Enterprise DNA Support Forum. Not adhering to it may sometimes cause delay in getting an answer.

Please also check the How To Mask Sensitive Data thread for some tips on how to mask your pbix file.

Hello @chris.turnbull, due to the length by which this post has been active, we are tagging it as Solved. For further questions related to this post, please make a new thread. When starting a new post, I suggest linking this thread, provide as much context to a question as possible and include the masked demo pbix file, images of the entire scenario you are dealing with, screenshot of the data model, details of how you want to visualize a result, and any other supporting links and details. Thanks!