Do not input private or sensitive data. View Qlik Privacy & Cookie Policy.
Skip to main content

Announcements
Want to see what's currently in public preview? We've pulled it all together in one place. Check it out here
cancel
Showing results for 
Search instead for 
Did you mean: 
aviadbein
Contributor II
Contributor II

Inventory Tracking & Monitoring - Pivot Table

Hi all,

In order to track inventory level and behavior I would like to generate the following Pivot Table:

Rows: PartNumber, Measures

Columns: Month(DueDate)

Measures:

Open Inventory: Close Inventory of previous month

Incoming:  sum(PurchaseOrders)

Outgoing: -sum(SalesOrders)

Close Inventory: =sum(PurchaseOrders) - sum(SalesOrders)

In a nutshell, I would like to calculate open and close inventory per month for each PartNumber.

The expected result should be something like this:

Part NumberMarAprMayJulJul
PN1Open InventoryMar2040-1010
Incoming80600100100
Outgoing-60-40-50-80-50
Close Inventory2040-101060
PN2Open Inventory2060140140
Incoming100100100100100
Outgoing-80-60-20-100-200
Close Inventory206014014040
PN#Open Inventory102030-10
Incoming505050080
Outgoing-40-40-40-40-40
Close Inventory102030-1030

I managed to generate it with Table (without "per Part Number") by using the following logic (and formulas):

Open Inventory: Rangesum(above(total Sum({<DueDate= {'<=$(=date(max(MRP_Date)))'}>}Quantity),1,rowno(total)))

Incoming: Sum({<DueDate= {'<=$(=date(max(MRP_Date)))'},OrderType = {'Purchase Orders'}>}Quantity)

Outgoing: Sum({<DueDate= {'<=$(=date(max(MRP_Date)))'},OrderType = {'Sales Orders'}>}Quantity)

Close Inventory: Rangesum(above(total Sum({<DueDate= {'<=$(=date(max(MRP_Date)))'}>}Quantity),0,rowno(total)))

BUT, as long as Rangesum(above()) function works fine with Table it's not working with Pivot Table as I expected (not calculating each Part Number separately).

What am I doing wrong?

Thanks in advance

0 Replies