Add new table with calculated lines

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