insert new calculated field

Carlo1975 — Wed, 25 Nov 2020 14:18:37 GMT

Hi, I have a table with 2 fields, one is the description and one is the amount related to description.

But in some case our management system can.'t know if the description is equal to "buy" or to "sell" and so, the system insert in the description the value "-1"

Description	Amount
Sell	150
Buy	256
Sell	895
Sell	744
Sell	122
Sell	252
Buy	253
Buy	1236
-1	500
-1	300

Now, to our investor I can't show in my report that there are record equal to -1, and so I would to create a new column and take "Buy" or "Sell" when are "Buy" or "Sell", and I would to insert in place of -1 a value related to this calculation:

1) Sum all the "Buy" and all the "sell". In my example:

Description	Amount
Sell	2163
Buy	1745

2) and assign the description of the lowest value to -1. So in my example, in the new column there will be in place of -1, Buy.

New Description	Description	Amount
Sell	Sell	150
Buy	Buy	256
Sell	Sell	895
Sell	Sell	744
Sell	Sell	122
Sell	Sell	252
Buy	Buy	253
Buy	Buy	1236
Buy	-1	500
Buy	-1	300

thank you.

Carlo

Re: insert new calculated field

Fowmy — Wed, 25 Nov 2020 14:39:43 GMT

Carlo1975
You can do it in a power query with simple steps and one custom column. Past the below code on a Blank Query on the Advanced Editr and check the :

let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCk7NyVHSUTI0NVCK1YlWciqtBPKMTM3APKikhaUpMtfcxASZa2hkhMw1MjVCMckYiWdoZAwxWNcQyDM1MEBwjEGcWAA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Description = _t, Amount = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", type number}}), #"Filtered Rows" = Table.SelectRows(#"Changed Type", each ([Description] <> "-1")), #"Grouped Rows" = Table.Group(#"Filtered Rows", {"Description"}, {{"Total", each List.Sum([Amount]), type nullable number}}), #"Sorted Rows" = Table.Sort(#"Grouped Rows",{{"Total", Order.Ascending}}), #"Kept First Rows" = Table.FirstN(#"Sorted Rows",1), Custom1 = #"Changed Type", #"Added Custom" = Table.AddColumn(Custom1, "Custom", each if [Description] = "-1" then #"Kept First Rows"[Description]{0} else [Description]) in #"Added Custom"

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insert new calculated field

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