Adding new column by summing a filtered column from another table

[roosechua]

Hello Gurus,

I would just like to ask for some assistance on how I can achieve this result while in Power Query. I tried to do it in DAX using calculated columns, but I would like to do the transform while in Power Query as much as possible. Unfortunately, I am at a loss how to do this, as my knowledge is not there yet 😞

I have 2 tables:

Records Table:

Record IDMax Score

ID001	400
ID002	500
ID003	200
Idxxx	300

Data Table:

Record IDCategoryScore

ID001	A	50
ID002	B	200
ID001	C	100
ID001	D	150
ID003	A	50
IDxxx	E	75
IDxxx	A	75
ID002	D	100
ID003	C	75
ID003	E	50
ID002	C	150

What I would like to achieve is to add new columns in the record table that will put the category scores, the total score and the percent score (Total Cat Score / Max Score *100) such that the resulting table will be similar to this:

Records Table (Final Result)

Record IDMax ScoreCat ACat BCat CCat DCat ECat FTotal Cat ScorePct Score

ID001	400	50	0	100	150	0	0	300	75.00
ID002	500	0	200	150	100	0	0	450	90.00
ID003	200	50	0	75	0	50	0	175	87.50
Idxxx	300	75	0	0	0	75	0	150	50.00

Will this be possible to do just within Power Query? If so, can you help me how I can do this in Power Query?

Appreciate any help in advance!

[v-yingjl · Accepted solution]

Hi @roosechua ,

You can try this query in the Records Table:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45W8nQxMDBU0lEyMTBQitWB8I2AfFMkvjGQbwTnV1RUAPnGIH4sAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Record ID" = _t, #"Max Score" = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Record ID", type text}, {"Max Score", Int64.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Category", each List.Distinct(Data[Category])),
    #"Expanded Category" = Table.ExpandListColumn(#"Added Custom", "Category"),
    #"Merged Queries" = Table.NestedJoin(#"Expanded Category", {"Record ID", "Category"}, Data, {"Record ID", "Category"}, "Data", JoinKind.LeftOuter),
    #"Expanded Data" = Table.ExpandTableColumn(#"Merged Queries", "Data", {"Score"}, {"Data.Score"}),
    #"Sorted Rows" = Table.Sort(#"Expanded Data",{{"Record ID", Order.Ascending}, {"Category", Order.Ascending}}),
    #"Added Custom1" = Table.AddColumn(#"Sorted Rows", "Total Cat Score", each let id = [Record ID] in List.Sum(Table.SelectRows(#"Sorted Rows", each [Record ID] = id)[Data.Score]),type number),
    #"Added Custom2" = Table.AddColumn(#"Added Custom1", "Cat", each "Cat " & [Category], type text),
    #"Removed Columns" = Table.RemoveColumns(#"Added Custom2",{"Category"}),
    #"Pivoted Column" = Table.Pivot(#"Removed Columns", List.Distinct(#"Removed Columns"[Cat]), "Cat", "Data.Score"),
    #"Reordered Columns" = Table.ReorderColumns(#"Pivoted Column",{"Record ID", "Max Score", "Cat A", "Cat B", "Cat C", "Cat D", "Cat E", "Total Cat Score"}),
    #"Added Custom3" = Table.AddColumn(#"Reordered Columns", "Pct Score", each [Total Cat Score] / [Max Score] * 100, type number)
in
    #"Added Custom3"

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[roosechua]

Thanks @v-yingjl! It worked perfectly!