Custom Grouping

[WJames]

I'm not even sure if this is possible in PowerQuery. Previously I was doing this in SQL in a cursor, but I'd like a standalone PowerBI solution.  

Basically, I'd like a column that specifies which "Trade" each row belongs to. Each time the MaxOpenQuantity = MaxClosedQuantity for each Symbol, the loop iterates. 

This is the data set. 

This is the desired outcome

Is this achievable in PowerQuery? 

[v-yanjiang-msft]

Hi @WJames ,

Sorry I'm not quite clear about the calculation logic of result "Trade". For flag 1, the Max Open Quantity equals Max Closed Quantity, so the Trade increases by 1. But for flag 2, the Max Open Quantity isn't equal to Max Closed Quantity, why the result is 3?

Best regards,

Community Support Team_yanjiang