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JusticeBaird's avatar
JusticeBaird
Frequent Visitor
4 years ago
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DAX - Need next row value

Hello -    I am attempting to create a new column utilizing DAX (or taking advice on how to accomplish the following).  I have a dataset that sometimes includes 'Beginning Balance' for [Date] and N...
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  • smpa01's avatar
    smpa01
    4 years ago

    JusticeBaird  this is not an analysis level task, rather it is a data level task which can be resolved by using PQ in the following way

     

     

     

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WckpNV3BKzFHSUYIgQwMDA6VYnWglIwMjQ10DIDIBijol5mUDKV2gLJCyhCpB12uKotcQpB0o6qgfANJqCtZqAqJiYwE=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Account = _t, Amount = _t, Balance = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type text}, {"Account", type text}, {"Amount", Int64.Type}, {"Balance", Int64.Type}}),
    #"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 0, 1, Int64.Type),
    #"Added Custom" = Table.AddColumn(#"Added Index", "newAccount", each let x = #"Added Index"[Account],
    y = #"Added Index"[Date],
    z = if [Date]="Beg Bal" then x{[Index]+1} else [Account]

    in z),
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"Index"})
in
    #"Removed Columns"

     

     

     

     

     

JusticeBaird's avatar
JusticeBaird
Frequent Visitor
4 years ago

Sample data is stated below BeaBF . Please note that my only goal is to bring in the applicable account name for for the blank 'Beginning Balance' rows.  Please let me know if you have any further questions. 

 

Date         | Account     | Amount     | Balance 

Beg Bal.   |                    |                   | 1000

1/4/2021 | Bank           |  -100          | 900

 

Beg Bal.  |                     |                   | 5000

1/11/21  | A/P              |     -500       | 4500   

smpa01's avatar
smpa01
Icon for Community Champion rankCommunity Champion
4 years ago

JusticeBaird  this is not an analysis level task, rather it is a data level task which can be resolved by using PQ in the following way

 

 

 

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WckpNV3BKzFHSUYIgQwMDA6VYnWglIwMjQ10DIDIBijol5mUDKV2gLJCyhCpB12uKotcQpB0o6qgfANJqCtZqAqJiYwE=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Date = _t, Account = _t, Amount = _t, Balance = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Date", type text}, {"Account", type text}, {"Amount", Int64.Type}, {"Balance", Int64.Type}}),
    #"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 0, 1, Int64.Type),
    #"Added Custom" = Table.AddColumn(#"Added Index", "newAccount", each let x = #"Added Index"[Account],
    y = #"Added Index"[Date],
    z = if [Date]="Beg Bal" then x{[Index]+1} else [Account]

    in z),
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"Index"})
in
    #"Removed Columns"

 

 

 

 

 

  • JusticeBaird's avatar
    JusticeBaird
    Frequent Visitor
    4 years ago

    I copy/pasted you logic and came up with the same results as you, now which part of the logic to I need to update to return the full table?

     

    Thank you,

     

    • smpa01's avatar
      smpa01
      Icon for Community Champion rankCommunity Champion
      4 years ago

      JusticeBaird try running the code from #"Added Index" onwards in your original dataset. It should not create any issue.

      • JusticeBaird's avatar
        JusticeBaird
        Frequent Visitor
        4 years ago

        I am still unable to get it to return the information I need.. Would it help if I sent the current Source Logic and see what parts I should update to incorporate your logic?

         

        let
        Source = Excel.Workbook(File.Contents("C:\Users\justi\Desktop\TG\Power BI\Quickbooks\General Ledger.xlsx"), null, false),
        #"General Ledger_sheet" = Source{[Item="General Ledger",Kind="Sheet"]}[Data],
        FilterNullAndWhitespace = each List.Select(_, each _ <> null and (not (_ is text) or Text.Trim(_) <> "")),
        #"Removed Bottom Rows" = Table.RemoveLastN(#"General Ledger_sheet", each try List.IsEmpty(List.Skip(FilterNullAndWhitespace(Record.FieldValues(_)), 1)) otherwise false),
        #"Removed Top Rows" = Table.Skip(#"Removed Bottom Rows", each try List.IsEmpty(List.Skip(FilterNullAndWhitespace(Record.FieldValues(_)), 1)) otherwise false),
        #"Promoted Headers" = Table.PromoteHeaders(#"Removed Top Rows", [PromoteAllScalars=true]),
        #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Column1", type text}, {"Date", type text}, {"Account", type text}, {"Transaction Type", type text}, {"Num", type any}, {"Memo/Description", type text}, {"Split", type text}, {"Amount", type number}, {"Balance", type number}, {"Name", type text}}),
        #"Renamed Columns" = Table.RenameColumns(#"Changed Type",{{"Column1", "Weird Name"}}),
        #"Added Index" = Table.AddIndexColumn(#"Renamed Columns", "Index", 1, 1, Int64.Type),
        #"Sorted Rows" = Table.Sort(#"Added Index",{{"Index", Order.Ascending}})
        in
        #"Sorted Rows"