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Melodyv
Helper I
Helper I

Custom column summing multiple columns - some rows not summing?

I am trying to sum mutiple columns in the same table using a Custom Column.  This should be so simple, but some columns are summing correctly and others are returning a null value.  What am I doing wrong?

 

The custom column Short-Term Savings should be the sum of columns Checking Account(s), Savings Accounts(s) and Cash.  Here is what I have.

 

Melodyv_1-1663165549207.png

 

And here is what I get.  Row 17 sums correctly, but rows 1, 10, 12, and 14 do not.  I have already applied Trim and transformed the data type to fixed decimal.  What is going on?

 

Melodyv_0-1663165465159.png

 

2 ACCEPTED SOLUTIONS
JorgePinho
Solution Sage
Solution Sage

The first thing to note is that a null value in a formula is not a zero. And a null value is not equal to a blank value.

 

One solution is to replace null by 0 in each column using Replace Values.

 

Another solution is to create the costum column with the function List.Sum this way:

Short-Term Savings = List.Sum{(Checking Account(s), Savings Accounts(s), Cash)}

 

View solution in original post

Melodyv
Helper I
Helper I

UPDATE!  I figured it out.  I just needed to replace the null values with 0.00 and now it works.  Leaving this here in case someone else has the same question.

View solution in original post

2 REPLIES 2
Melodyv
Helper I
Helper I

UPDATE!  I figured it out.  I just needed to replace the null values with 0.00 and now it works.  Leaving this here in case someone else has the same question.

JorgePinho
Solution Sage
Solution Sage

The first thing to note is that a null value in a formula is not a zero. And a null value is not equal to a blank value.

 

One solution is to replace null by 0 in each column using Replace Values.

 

Another solution is to create the costum column with the function List.Sum this way:

Short-Term Savings = List.Sum{(Checking Account(s), Savings Accounts(s), Cash)}

 

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