Forum Discussion
JRParker
3 years agoHelper III
Adding Custom Column To Obtain Prior Month Balance
Trying to create a custom column 'Prior Month Balance' by looking at the [Balance] column of the prior month with the same Entity and Account Number. Here are the relevant columns of the table:...
- 3 years ago
JRParker my bad. I wanted to sort by date upon grouping but then changed my mind... Before I give up and commit a suicide, lets replace function f with the following
f = (tbl as table) as table => [sorted = Table.Sort(tbl, "Date"), // Sort the table by the "Date" column prior_month = {0} & List.RemoveLastN(sorted[Balance], 1), // Create a list of prior month balances by removing the last balance value and appending a 0 at the beginning out = Table.FromColumns(Table.ToColumns(sorted) & {prior_month}, Table.ColumnNames(sorted) & {"Prior Month"}) // Add the prior month balances as a new column named "Prior Month" ] [out]
JRParker
3 years agoHelper III
BTW, the intent is create the custom column in Power Query; not Data View. Here is sample data; all but the last column is sample data from the table, with the last column the custom column with the expected results:
| Entity | Account Number | Date | Balance | Prior Month |
| FVE | 4000 | 3/31/2022 | ($2,330.08) | $0.00 |
| FVE | 4000 | 4/30/2022 | ($4,890.36) | ($2,330.08) |
| FVE | 4000 | 5/31/2022 | ($5,972.62) | ($4,890.36) |
| FVE | 4000 | 6/30/2022 | ($13,285.10) | ($5,972.62) |
| FVE | 4000 | 7/31/2022 | ($14,388.49) | ($13,285.10) |
| FVE | 4000 | 8/31/2022 | ($20,713.00) | ($14,388.49) |
| FVE | 4000 | 9/30/2022 | ($32,338.88) | ($20,713.00) |
| FVE | 4000 | 10/31/2022 | ($31,558.75) | ($32,338.88) |
| FVE | 4000 | 11/30/2022 | ($47,740.27) | ($31,558.75) |
| FVE | 4000 | 12/31/2022 | ($49,812.30) | ($47,740.27) |
| FVE | 4000 | 1/31/2023 | ($2,910.00) | ($49,812.30) |
| FVE | 4000 | 2/28/2023 | ($15,823.60) | ($2,910.00) |
| FVE | 4000 | 3/31/2023 | ($25,206.91) | ($15,823.60) |
| FVE | 4000 | 4/30/2023 | ($35,934.17) | ($25,206.91) |
| FVE | 4000 | 5/31/2023 | ($57,606.09) | ($35,934.17) |
JRParker
3 years agoHelper III
Know there are other Entities and Account Numbers in the table. 🙂