Hi, I'm new to the forum and am looking for some help with an issue somewhat related to the above.
In short, I'm looking to create a conditional sum based on multiple columns where one condition may be to pick up everything in "Amount" for a specific "Account" but then the sum is limited by a second condition where only "Index" values less than or equal to the current row's "Index" is to be used.
I've attached a file that provides an example of what I'm looking for, any help would be appreciated!
Wayne
Hi Wayne,
I think what you are after is a Grouped Running Total, I wrote about this here
Grouped Running Totals in Power Query • My Online Training Hub
I've added this code to your workbook and written the query necessary to calculate the running total. Please check the attached workbook.
Regards
Phil
