Recreating CALCULATE/SUM/EARLIER within Power Query Editor

[thehalfboy]

Hey all,

I have a report with so much data that I'm trying to reduce my Calculated Columns, to reduce the refresh time for my users, replicating them in Power Query instead. I've done OK so far, but I have a 'Running Total' column that I can't for the life of me work out how to produce within Power Query.

The DAX I use to create the calculated column is:

Running Total = CALCULATE(SUM(MonthlySavings2223_Data[Savings per month]),

             ALL(MonthlySavings2223_Data),

             MonthlySavings2223_Data[Date] <= EARLIER (MonthlySavings2223_Data[Date]),

             MonthlySavings2223_Data[Delivery Risk] = "Implemented")

If someone could point me in the right direction for how I'd replicate that in Power Query, I'd be so happy!

[amustafa · Accepted solution]

See this blog post

Create Running Totals in Power Query (excelguru.ca)

Without looking at your data, best way to replicate your DAX measure in Power Query would look something like this...

let
    // Replace this with your source step
    Source = YourSourceTableName, 

    // Sort by Date
    SortedTable = Table.Sort(Source, {{"Date", Order.Ascending}}),

    // Filter rows where "Delivery Risk" is "Implemented"
    FilteredTable = Table.SelectRows(SortedTable, each [Delivery Risk] = "Implemented"),

    // Add a custom column for running total
    RunningTotal = Table.AddColumn(FilteredTable, "Running Total", each List.Sum(List.FirstN(FilteredTable[Savings per month], [Index] + 1))),

    // Add an index column for use in the running total calculation
    AddedIndex = Table.AddIndexColumn(RunningTotal, "Index", 0, 1, Int64.Type)
in
    AddedIndex

[DOLEARY85 · Accepted solution]

Hi,

one solution could be:

1. Sort the date coulmn Ascending

2. create an Index column strating from 1

3. use the fx button to add a step with the following code:

= Table.AddColumn(
#"Added Index",
"Running Total",
(OutTable) =>
List.Sum(
Table.SelectRows(
#"Added Index",
(InTable) => InTable[Index] <= OutTable[Index]
and
InTable[Delivery Risk] = OutTable[Delivery Risk])[Savings per month]
)
)

If I answered your question, please mark my post as solution, Appreciate your Kudos 👍

[amustafa · Accepted solution]

See this blog post

Create Running Totals in Power Query (excelguru.ca)

Without looking at your data, best way to replicate your DAX measure in Power Query would look something like this...

let
    // Replace this with your source step
    Source = YourSourceTableName, 

    // Sort by Date
    SortedTable = Table.Sort(Source, {{"Date", Order.Ascending}}),

    // Filter rows where "Delivery Risk" is "Implemented"
    FilteredTable = Table.SelectRows(SortedTable, each [Delivery Risk] = "Implemented"),

    // Add a custom column for running total
    RunningTotal = Table.AddColumn(FilteredTable, "Running Total", each List.Sum(List.FirstN(FilteredTable[Savings per month], [Index] + 1))),

    // Add an index column for use in the running total calculation
    AddedIndex = Table.AddIndexColumn(RunningTotal, "Index", 0, 1, Int64.Type)
in
    AddedIndex