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CahabaData's avatar
CahabaData
Memorable Member
8 years ago
Solved

Running Sum variant

say there is a Values column 5 5 5 -2 -1 5   the Running Sum measure would be: 5 10 15 13 12 17   if one needed a maximum of 12 and applied a simple IF/Switch result would be 5 10 ...
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  • MarcelBeug's avatar
    MarcelBeug
    8 years ago

    It should be something like this:

     

    let
    Source = Excel.Workbook(File.Contents("D:\Projects\Internal CRM\Leave Data.xlsx"), null, true),
    Sheet1_Sheet = Source{[Item="Sheet1",Kind="Sheet"]}[Data],
    #"Promoted Headers" = Table.PromoteHeaders(Sheet1_Sheet, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Date", type date}, {"Type", type text}, {"Debit/Credit", type number}}),
    RunningSum = List.Skip(List.Accumulate(#"Changed Type"[#"Debit/Credit"],{0},(sum,value) => sum & {List.Min({12,List.Last(sum)+value})})),
    TableWithRunningSum = Table.FromColumns(Table.ToColumns(#"Changed Type")&{RunningSum},Value.Type(Table.AddColumn(#"Changed Type","Running Sum", each 0, type number)))
in
    TableWithRunningSum

     

MarcelBeug's avatar
MarcelBeug
Community Champion
8 years ago

It should be something like this:

 

let
    Source = Excel.Workbook(File.Contents("D:\Projects\Internal CRM\Leave Data.xlsx"), null, true),
    Sheet1_Sheet = Source{[Item="Sheet1",Kind="Sheet"]}[Data],
    #"Promoted Headers" = Table.PromoteHeaders(Sheet1_Sheet, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Date", type date}, {"Type", type text}, {"Debit/Credit", type number}}),
    RunningSum = List.Skip(List.Accumulate(#"Changed Type"[#"Debit/Credit"],{0},(sum,value) => sum & {List.Min({12,List.Last(sum)+value})})),
    TableWithRunningSum = Table.FromColumns(Table.ToColumns(#"Changed Type")&{RunningSum},Value.Type(Table.AddColumn(#"Changed Type","Running Sum", each 0, type number)))
in
    TableWithRunningSum

 

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi MarcelBeug,

 

Thank you and it works in power bi!! Now I will try to implement it that with Data source Dynamics.

I have a few question:

1. It will be sorted by date for the runningsum? Or I need to add something to make it sorted by date?

2. Can I use group by? example:

 

So when later I filter by A the running sum will be right value.

 

Thanks!

  • MarcelBeug's avatar
    MarcelBeug
    Community Champion
    8 years ago

    That will be quite a different solution.

     

    In the code below, replace "LeaveData" by the name of your source data.

     

    let

    fnRunningSum = (MyTable as table, MyDateColumn as text,  MyLeaveColumn as text, MyRunningSumColumnName as text, MyMaxValue as number) as table =>
    let
        SortedOnDate = Table.Sort(MyTable, {MyDateColumn, Order.Ascending}),
        RunningSum = List.Skip(List.Accumulate(Table.Column(MyTable,MyLeaveColumn),{0},(sum,value) => sum & {List.Min({MyMaxValue,List.Last(sum)+value})})),
        TableWithRunningSum = Table.FromColumns(Table.ToColumns(MyTable)&{RunningSum},Value.Type(Table.AddColumn(MyTable,MyRunningSumColumnName, each 0, type number)))
    in
        TableWithRunningSum,

    Source = LeaveData,
    #"Added Index" = Table.AddIndexColumn(Source, "OriginalSort", 1, 1),
    #"Grouped Rows" = Table.Group(#"Added Index", {"Name"}, {{"AllData", each fnRunningSum(_,"Date", "Leave Taken", "RunningSum", 20), Value.Type(Table.AddColumn(#"Added Index","RunningSum", each 0, type number))}}),
    #"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Date", "Leave Taken", "OriginalSort", "RunningSum"}),
    #"Sorted Rows1" = Table.Sort(#"Expanded AllData",{{"OriginalSort", Order.Ascending}}),
    #"Removed Columns" = Table.RemoveColumns(#"Sorted Rows1",{"OriginalSort"})
in
    #"Removed Columns"
    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi,

       

      Is there any other way? I already found that if we want to sort it I just change #"Changed Type" with #"Sorted Rows"

       

       

          RunningSum = List.Skip(List.Accumulate( #"Sorted Rows""[#"Debit/Credit"],{0},(sum,value) => sum & {List.Min({12,List.Last(sum)+value})})),
    TableWithRunningSum = Table.FromColumns(Table.ToColumns( #"Sorted Rows")&{RunningSum},Value.Type(Table.AddColumn( #"Sorted Rows","Running Sum", each 0, type number)))
in
    TableWithRunningSum

      and it will sorted by the date that I already sorted before.

      And I still don't understand about the grouping there it seems when I apply your code I always get error they can't found "Leave Type" but actually I already create the "Leave Type" column first before apply your code.

       

      Please take a look for my code

      let
    Source = OData.Feed("https://xxxxx.crm5.dynamics.com/api/data/v8.2/"),
    new_leavesummaries_table = Source{[Name="new_leavesummaries",Signature="table"]}[Data],
    #"Removed Other Columns" = Table.SelectColumns(new_leavesummaries_table,{"new_leavetype", "new_entrystatus", "new_description", "new_date", "new_totalleave", "new_BookableResource", "new_Project"}),
    #"Expanded new_BookableResource" = Table.ExpandRecordColumn(#"Removed Other Columns", "new_BookableResource", {"name"}, {"new_BookableResource.name"}),  
    #"Expanded new_Project" = Table.ExpandRecordColumn(#"Expanded new_BookableResource", "new_Project", {"msdyn_subject"}, {"new_Project.msdyn_subject"}),
    #"Changed Type with Locale" = Table.TransformColumns(#"Expanded new_Project",{{"new_date", DateTimeZone.ToLocal}}),
    #"Added Conditional Column" = Table.AddColumn(#"Changed Type with Locale", "Leave Taken", each if [new_leavetype] = "Medical Leave" then "0" else if [new_leavetype] = "Childcare Leave" then "0" else if [new_leavetype] = "Other Leave" then "0" else [new_totalleave] ),
    #"Changed Type" = Table.TransformColumnTypes(#"Added Conditional Column",{{"Leave Taken", type number}}),
    #"Sorted Rows" = Table.Sort(#"Changed Type",{{"new_date", Order.Ascending}}),
    #"Grouped Rows" = Table.Group(#"Sorted Rows", {"new_BookableResource.name"}, {{"Leave", each _, type table}}),
    #"Expanded Leave" = Table.ExpandTableColumn(#"Grouped Rows", "Leave", {"new_leavetype", "new_entrystatus", "new_description", "new_date", "new_totalleave", "new_BookableResource.name", "new_Project.msdyn_subject", "Leave Taken"}, {"Leave.new_leavetype", "Leave.new_entrystatus", "Leave.new_description", "Leave.new_date", "Leave.new_totalleave", "Leave.new_BookableResource.name", "Leave.new_Project.msdyn_subject", "Leave.Leave Taken"})
in
    #"Expanded Leave"

      Here is my code before applying your code, because I need to clean my data first from dynamics

       

      Please take a note:

      new_BookableResource is the name that I want to group by

      and Leave Taken is such as "Debit/Credit"

       

      Thanks

       

      • MarcelBeug's avatar
        MarcelBeug
        Community Champion
        8 years ago

        Only iIf you demonstrate that you tried my solution and it doesn't work, I'm willing to take another look.