Stock Aging and FIFO Valuation

[chris.turnbull]

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:-

Share Valuation using FIFO method

Hello - I am trying to implement FIFO in share valuation. I was able to get it in excel, but not able to get the calculation in Power BI. I have gone through the link on inventory - but could not utilize it for lack of clarity. I am including the sample data (input and output) as was done in excel - gdrive link (https://drive.google.com/open?id=1vsc8R5MnGy2MVmqxUI7wgHssl6K6wjgM). The blue header columns in FINAL RESULT are the required output - I need help in creating these columns in Power B…

Stock Ageing Analysis Using FIFO Calculation

Hello clever people, I have been struggling to create an Ageing view of the stock on hand in my two retail stores. I really wish Sam had covered this in the Inventory Showcase… hint hint) I have the daily Stock on Hand (SOH) and Sales for each store by date and SKU, I also have the Dispatches from the DC that supplies the stores, I do not have a receipt of the stock when it arrives into the store so I will assume that the good reach the stock on the same day it is dispatched. There was some …

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)

[EnterpriseDNA]

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.

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[EnterpriseDNA]

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!