Forum Discussion
CahabaData
8 years agoMemorable Member
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 ...
- 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
8 years agoNot applicable
Hi MarcelBeug,
Tried with Excel as the Data source it works, but when you add new data with earlier date it not works.
Here my code in Excel
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 = 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}}),
#"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 1, 1),
#"Grouped Rows" = Table.Group(#"Added Index", {"BookableName"}, {{"AllData", each fnRunningSum(_,"Date", "Debit/Credit", "RunningSum", 20), Value.Type(Table.AddColumn(#"Added Index","RunningSum", each 0, type number))}}),
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"BookableName", "Date", "Type", "Debit/Credit", "Index", "RunningSum"}, {"AllData.BookableName", "AllData.Date", "AllData.Type", "AllData.Debit/Credit", "AllData.Index", "AllData.RunningSum"}),
#"Sorted Rows" = Table.Sort(#"Expanded AllData",{{"AllData.Index", Order.Ascending}}),
#"Removed Columns" = Table.RemoveColumns(#"Sorted Rows",{"AllData.Index"})
in
#"Removed Columns"Here I attach the picture:
I add the data in Excel
And here the result in Power BI.
So for the calculations seems not sorted by date yet.
Thanks,
Regards,
Connie
MarcelBeug
8 years agoCommunity Champion
You're right. A few occurrences of "MyTable" in the function must be replaced by "SortedOnDate":
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(SortedOnDate,MyLeaveColumn),{0},(sum,value) => sum & {List.Min({MyMaxValue,List.Last(sum)+value})})),
TableWithRunningSum = Table.FromColumns(Table.ToColumns(SortedOnDate)&{RunningSum},Value.Type(Table.AddColumn(SortedOnDate,MyRunningSumColumnName, each 0, type number)))
in
TableWithRunningSum,- Anonymous8 years agoNot applicable
Works perfect!
Thank you very much! and sorry for troubleing too much for this one!