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: 1614
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: Saliha Mohamed
Guest(s) 9
Currently Browsing this Page:
1 Guest(s)
Top Posters:
Catalin Bombea: 1939
SunnyKow: 1432
Anders Sehlstedt: 930
Purfleet: 415
Hans Hallebeek: 355
Frans Visser: 349
David_Ng: 312
lea cohen: 248
Jessica Stewart: 219
A.Maurizio: 216
Newest Members:
HMDIGPzunsnLJt lObJcycvbDLCmIq
Stephen Brown
John Kang'ara
iDeYYtyNRPTss icXlxLtkCZaWuY
Elizabeth Kinsey
Shaun Del Toro
Clive Webb
Forum Stats:
Groups: 3
Forums: 25
Topics: 7095
Posts: 31110

 

Member Stats:
Guest Posters: 49
Members: 34532
Moderators: 2
Admins: 3
Administrators: Mynda Treacy, Philip Treacy, Jessica
Moderators: Velouria, Riny van Eekelen