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Melodyv
Helper I
3 years ago
Solved

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.

 

 

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?

 

 

  • 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)}

     
  • 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.

2 Replies

  • 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)}

     
  • 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.