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Using a resetting total to manage groupings|Power Query|Excel Forum|My Online Training Hub

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Using a resetting total to manage groupings
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William Holloway

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July 10, 2021
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July 10, 2021 - 3:47 am
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I am trying to create a column that will reset the running total to 0 or the next value in the list when the running total value hits a specific number (10000 in this case)

So it is taking in a list of numbers, adding them I need to figure out why the validation of the current sum value isnt working. 

fxRunningGrouping

(values as list) as list =>
let
RT = List.Generate
(
()=> [RT = values{0}, counter = 0],
each [counter] < List.Count(values),
each if {[RT]} >= 10000 then [RT = values{[counter]}, counter = [counter]+1] else
//each if _>= 10000 then [RT = values{[counter]}, counter = [counter]+1] else
each [RT = [RT]+values{[counter]+1}, counter = [counter]+1],

each [RT]
)
in
RT

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Catalin Bombea
Iasi, Romania
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2
July 11, 2021 - 3:33 am
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Hi William,

Looking at:

each if {[RT]} >= 10000

The curly brackets indicate a list type, normally, you cannot compare a list to a number, you have to make sure you compare the same data types.

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William Holloway

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July 13, 2021 - 4:13 am
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So I added a column that just has 10000 as the value would I be able to do something like 

if [RT] >= [newColumn]  then [RT = values{[counter]}, counter = [counter]+1] else ....

 

The idea is to reset the current total to the current value in the list. Thus resetting the total. 

What happens if it doesnt reset is the addition doesnt come out right because the values can be anything. 

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Catalin Bombea
Iasi, Romania
Admin
Level 10
Forum Posts: 1807
Member Since:
November 8, 2013
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July 13, 2021 - 1:38 pm
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Hi William,

Here is an example based on:

https://www.myonlinetraininghu.....ower-query

>code>

(values as list) as list=>
let
RT = List.Generate
(
()=> [RT = values{0}, counter = 0],
each [counter] < List.Count(values),
each [RT = if [RT]>=10000 then 0 else [RT] + values{[counter] + 1}, counter = [counter] + 1],
each [RT]
)
in RT

If you don't want to reset to 0 but to the current row value (which makes more sense):

each [RT = if [RT]>=10000 then values{[counter] + 1} else [RT] + values{[counter] + 1}, counter = [counter] + 1],

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William Holloway

Active Member
Members
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Forum Posts: 3
Member Since:
July 10, 2021
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July 16, 2021 - 5:11 am
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Thanks that worked exactly the way I needed it to.

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