Forum Discussion

joc's avatar
joc
Helper I
9 years ago
Solved

Add new table with calculated lines

Hello everybody,

 

I need your help to create a new table with conditions. I know how to create a new table, but don't what is the formula to calculated what I want :

 

 

I have the first table, and I want the new one. 

 

Thanks a lot for your help,

Joc

Need Help
  • v-yulgu-msft's avatar
    v-yulgu-msft
    9 years ago

    Hi joc,

     

    If you only need to calculate the sum of [Value1] and [Value2] in new table, you can refer to below formula to create a calculated table.

    Test1_1 =
SUMMARIZE (
    Test1,
    Test1[WEEK],
    "Value1", CALCULATE (
        SUM ( Test1[VALUE] ),
        FILTER ( Test1, Test1[NAME] = "ProjectA" || Test1[NAME] = "ProjectB" )
    ),
    "Value2", CALCULATE (
        SUM ( Test1[VALUE] ),
        FILTER (
            Test1,
            Test1[NAME] = "ProjectA"
                || Test1[NAME] = "ProjectB"
                || Test1[NAME] = "ProjectC"
        )
    )
)

    But, based on my assumption, you may want a running total like:

    Value1=ProjectA+ProjectB

    Value2=Value1+ProjectC

    Value3=Value2+ProjectD

    Value4=Value3+ProjectE

     

    You may have many rows in source table, so, there should be many columns in new table, right?

     

    If so, please refer to below steps.

     

    First, you should add a nested index column using in Query Editor mode. For more description, please see: Nested Calculations In Power Query

    let
    Source = Excel.Workbook(File.Contents("C:\Users\v-yulgu\Desktop\Sample Data.xlsx"), null, true),
    Test1_Sheet = Source{[Item="Test1",Kind="Sheet"]}[Data],
    #"Promoted Headers" = Table.PromoteHeaders(Test1_Sheet, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"WEEK", type text}, {"NAME", type text}, {"VALUE", Int64.Type}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"WEEK"}, {{"AllRows", each _, type table}}),
    NestedIndexFunction = (tabletorank as table) as table =>
     let
        AddIndex = Table.AddIndexColumn(tabletorank, "Index", 0, 1)
     in
      AddIndex,
   #"AddedRank" = Table.TransformColumns(#"Grouped Rows", {"AllRows", each NestedIndexFunction(_)}),
    #"Expanded AllRows" = Table.ExpandTableColumn(AddedRank, "AllRows", {"NAME", "VALUE", "Index"}, {"AllRows.NAME", "AllRows.VALUE", "AllRows.Index"})
in
    #"Expanded AllRows"

     

    Save above changes. Return back to design mode, you should create two calculated columns as below:

    Running Total =
IF (
    Test2[AllRows.Index] = 0,
    0,
    CALCULATE (
        SUM ( Test2[AllRows.VALUE] ),
        ALLEXCEPT ( Test2, Test2[WEEK] ),
        Test2[AllRows.Index] <= EARLIER ( Test2[AllRows.Index] )
    )
)

New Column =
IF ( Test2[AllRows.Index] = 0, "Value1", "Value" & Test2[AllRows.Index] )

     

    Then, use a Matrix visual to display data.

    Best regards,
    Yuliana Gu

     

2 Replies

  • vanessafvg's avatar
    vanessafvg
    Community Champion
    9 years ago

    joc

    you can either pivot in power query or do a summarize table

    ie. 

    newtable = summarize (week, "value 1", calculate(sum(value), name =in {"project a", "project b"}, "project c", calculate(sum( value), name = "project c")

     

    etc you get the idea

    please not this code has not been tested

    also i am not sure you can reference a measure in the same summarized statement, so create a measure on the summarized table

    value 1 + project c

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee
    9 years ago

    Hi joc,

     

    If you only need to calculate the sum of [Value1] and [Value2] in new table, you can refer to below formula to create a calculated table.

    Test1_1 =
SUMMARIZE (
    Test1,
    Test1[WEEK],
    "Value1", CALCULATE (
        SUM ( Test1[VALUE] ),
        FILTER ( Test1, Test1[NAME] = "ProjectA" || Test1[NAME] = "ProjectB" )
    ),
    "Value2", CALCULATE (
        SUM ( Test1[VALUE] ),
        FILTER (
            Test1,
            Test1[NAME] = "ProjectA"
                || Test1[NAME] = "ProjectB"
                || Test1[NAME] = "ProjectC"
        )
    )
)

    But, based on my assumption, you may want a running total like:

    Value1=ProjectA+ProjectB

    Value2=Value1+ProjectC

    Value3=Value2+ProjectD

    Value4=Value3+ProjectE

     

    You may have many rows in source table, so, there should be many columns in new table, right?

     

    If so, please refer to below steps.

     

    First, you should add a nested index column using in Query Editor mode. For more description, please see: Nested Calculations In Power Query

    let
    Source = Excel.Workbook(File.Contents("C:\Users\v-yulgu\Desktop\Sample Data.xlsx"), null, true),
    Test1_Sheet = Source{[Item="Test1",Kind="Sheet"]}[Data],
    #"Promoted Headers" = Table.PromoteHeaders(Test1_Sheet, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"WEEK", type text}, {"NAME", type text}, {"VALUE", Int64.Type}}),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"WEEK"}, {{"AllRows", each _, type table}}),
    NestedIndexFunction = (tabletorank as table) as table =>
     let
        AddIndex = Table.AddIndexColumn(tabletorank, "Index", 0, 1)
     in
      AddIndex,
   #"AddedRank" = Table.TransformColumns(#"Grouped Rows", {"AllRows", each NestedIndexFunction(_)}),
    #"Expanded AllRows" = Table.ExpandTableColumn(AddedRank, "AllRows", {"NAME", "VALUE", "Index"}, {"AllRows.NAME", "AllRows.VALUE", "AllRows.Index"})
in
    #"Expanded AllRows"

     

    Save above changes. Return back to design mode, you should create two calculated columns as below:

    Running Total =
IF (
    Test2[AllRows.Index] = 0,
    0,
    CALCULATE (
        SUM ( Test2[AllRows.VALUE] ),
        ALLEXCEPT ( Test2, Test2[WEEK] ),
        Test2[AllRows.Index] <= EARLIER ( Test2[AllRows.Index] )
    )
)

New Column =
IF ( Test2[AllRows.Index] = 0, "Value1", "Value" & Test2[AllRows.Index] )

     

    Then, use a Matrix visual to display data.

    Best regards,
    Yuliana Gu