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Running total based on multiple criteria|Power Query|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumPower QueryRunning total based on multiple cri…
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Running total based on multiple criteria
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Brandon Davis

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Forum Posts: 1
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April 18, 2023
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April 18, 2023 - 12:45 am
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Hello, I reviewed the article on grouped running totals using Power Query but have a use case that would expand on this.  I have data (healthcare, so unfortunately I cannot share) in the format of:

Account# (int64) / Recorded Instance (datetime)/ Property (string)

 

There are over a thousand accounts, several times that in recorded instances, and there are four distinct properties.

I need to creating a running count of occurrences of

Each property, for each account, for the 24 hours preceding the row being evaluated.

 

I have tried to customize the function from the above article without success. Is this even possible?

 

(I did attach data with some rows of generic data in the same style)

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Catalin Bombea
Iasi, Romania
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April 22, 2023 - 2:47 pm
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Hi Brandon,
I think you can use a grouping on the columns you want, then just add an index column to the grouped table.

Because the Recorded column has hh:mm:ss, I think you should group only by hour, otherwise you will not get relevant results, as there are probably no entries in the same second. That's the reason I extracted the hour only, and added a date 1 day before the Recorded date.

let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Added Custom" = Table.AddColumn(Source, "Hour", each Time.Hour(Time.From([Recorded]))),
#"Changed Type" = Table.TransformColumnTypes(#"Added Custom",{{"Account", Int64.Type}, {"Recorded", type datetime}, {"Event Type", type text}}),
#"Inserted Date" = Table.AddColumn(#"Changed Type", "Date", each Date.AddDays(DateTime.Date([Recorded]),-1), type date),
#"Sorted Rows" = Table.Sort(#"Inserted Date",{{"Account", Order.Ascending}, {"Recorded", Order.Ascending}, {"Event Type", Order.Ascending}}),
#"Grouped Rows" = Table.Group(#"Sorted Rows", {"Account", "Date", "Hour", "Event Type"}, {{"Count", each Table.AddIndexColumn(_, "Index", 1,1) }}),
#"Removed Other Columns" = Table.SelectColumns(#"Grouped Rows",{"Count"}),
#"Expanded Count" = Table.ExpandTableColumn(#"Removed Other Columns", "Count", {"Account", "Recorded", "Event Type", "Index"}, {"Account", "Recorded", "Event Type", "Index"})
in
#"Expanded Count"

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