Inventory Valuation Techniques with DAX and Tabular Models
summary
Shows how to compute inventory quantity with a cumulative total over transaction rows and then value using last price or weighted average period, while noting FIFO/LIFO is effectively infeasible in DAX (would be O(n^2+) and too slow). Builds a pipeline: group transactions to daily movements, use calculated columns and DAX queries, and push heavier work into tabular partitions to simulate fiscal scenarios. Works fast for hundreds–thousands of SKUs (example: 600 SKUs, ~33 tx/day); performance degrades toward millions of SKUs.
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chapters (10)
- 0:00Inventory valuation intro
- 3:15Inventory data scenarios
- 12:09Quantity on hand calculation
- 17:48Inventory valuation overview
- 19:14FIFO LIFO average methods
- 29:46Last price valuation in DAX
- 36:11Average valuation with stockouts
- 45:52Simulating valuation changes
- 51:28Tabular partitions advanced
- 55:25Q&A
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