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July 12, 2022
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Hi Mynda,
Thank you for your Power Query Running Totals YouTube video. What if I have a different scenario when the running totals are by category? Please see example below. How can this be done in Power Query (PBI) so that I can use the data set for joining with other sets? Is there a video on that?
Thank you again,
Cristina
Student Name Student ID Semester Units Earned Running Totals
John 1111 fall 2021 5 5
John 1111 spring 2022 6 11
Jane 1112 spring 2019 4 4
Jane 1112 summer 2019 3 7
Jane 1112 fall 2021 12 19
July 12, 2022
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Hi Mynda,
First I had to watch a couple of other videos to familiarize myself with the idea of function and naming convention. Then I used the code you provided and it worked. I recently switched to Power BI after having used Alteryx for the past decade so you are a lifesaver for providing this code.
Thank you so much,
Cristina
July 12, 2022
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Hi Mynda,
I guess I spoke to soon. While it worked, I noticed that the order of the semesters changed to descending order after invoking function. It is important that the records remain sorted in ascending order by Student ID and then Semester.
The records below before function:
StudentID Semester UnitsEarned
10002 20111 3
10002 20123 2
The records after the function in descending order by Semester. As you can see it the student first (20111 = spring 2011) earned 3 units so the running total should by 3, and then in 20123 (fall 2012) earned another 3 units, so the running total should be 5.
StudentID Semester UnitsEarned RunningTotals
10002 20123 2 2
10002 20111 3 5
Please help. I must be missing a step. Thank you again.
Cristina
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