My Online Training Hub

Learn Dashboards, Excel, Power BI, Power Query, Power Pivot

Grouped Running Total|Power Query|Excel Forum|My Online Training Hub

You are here: Home / Grouped Running Total|Power Query|Excel Forum|My Online Training Hub
Avatar
sp_LogInOut Log In sp_Registration Register
sp_Search Search
Advanced Search
Search
Forum Scope



Match



Forum Options



Minimum search word length is 3 characters - maximum search word length is 84 characters
sp_Search Search
sp_RankInfo
Lost password?
sp_PrintTopic sp_TopicIcon
Grouped Running Total
Avatar
Wayne Edwards

New Member
Members
Level 0
Forum Posts: 1
Member Since:
March 25, 2021
sp_UserOfflineSmall Offline
1
March 25, 2021 - 11:27 am
sp_Permalink sp_Print

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

Avatar
Philip Treacy
Admin
Level 10
Forum Posts: 1549
Member Since:
October 5, 2010
sp_UserOfflineSmall Offline
2
March 25, 2021 - 9:35 pm
sp_Permalink sp_Print

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

sp_Feed
Go to top
Forum Timezone: Australia/Brisbane
Most Users Ever Online: 245
Currently Online: Nicholas Meyer
Guest(s) 8
Currently Browsing this Page:
1 Guest(s)
Top Posters:
SunnyKow: 1432
Anders Sehlstedt: 880
Purfleet: 414
Frans Visser: 346
David_Ng: 306
lea cohen: 237
Jessica Stewart: 219
A.Maurizio: 213
Aye Mu: 201
jaryszek: 183
Newest Members:
Herbie Key
Trevor Pindling
Stevan Kanjo
Erin Sheldon
Nikita Bhatia
Sheilah Taylor
Clare Webber
David Jenssen
Dominic Brosnahan
Young You
Forum Stats:
Groups: 3
Forums: 24
Topics: 6526
Posts: 28576

 

Member Stats:
Guest Posters: 49
Members: 32809
Moderators: 2
Admins: 4
Administrators: Mynda Treacy, Philip Treacy, Catalin Bombea, FT
Moderators: Velouria, Riny van Eekelen