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Grouped Running Total
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Wayne Edwards

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March 25, 2021
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March 25, 2021 - 11:27 am
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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

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Philip Treacy
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October 5, 2010
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March 25, 2021 - 9:35 pm
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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

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