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smko
Helper I
Helper I

Getting line item total without changing granularity

[OrderID] and [Line Amount] are original columns, Im trying to calculate the [Calculated Total]. My current method is duplicating the table, group by [OrderID] sum [Line Amount], then merge back to the original table. While my method works I wish to do it without duplicating table and entirely in Power Query. Appreciate any input

 

OrderIDLine AmountCalculated Total
11060
12060
13060
24090
25090
1 ACCEPTED SOLUTION
ponnusamy
Solution Supplier
Solution Supplier

@smko : If you want to use 'Group by' function in Power Query.

 

let
Source = Excel.Workbook(File.Contents("C:\Users\ponnu\OneDrive - Fresh Direct\Forum Test Files\total by group id.xlsx"), null, true),
Table1_Table = Source{[Item="Table1",Kind="Table"]}[Data],
#"Changed Type" = Table.TransformColumnTypes(Table1_Table,{{"OrderID", Int64.Type}, {"Line Amount", Int64.Type}}),
#"Grouped Rows" = Table.Group(#"Changed Type", {"OrderID"}, {{"Calculated Total", each List.Sum([Line Amount]), type nullable number}, {"OtherRows", each _, type table [OrderID=nullable number, Line Amount=nullable number]}}),
#"Expanded OtherRows" = Table.ExpandTableColumn(#"Grouped Rows", "OtherRows", {"Line Amount"}, { "OtherRows.Line Amount"}),
#"Reordered Columns" = Table.ReorderColumns(#"Expanded OtherRows",{"OrderID", "OtherRows.Line Amount", "Calculated Total"})
in
#"Reordered Columns"

 

I created test data like yours

 

ponnusamy_0-1632361053658.png

 

 

Use group by and creat Sum of lineitem by OrderID

 

ponnusamy_1-1632361176343.png

 

Expand the Row from previous step to get other columns

 

ponnusamy_2-1632361251532.png

 

 

ponnusamy_3-1632361410867.png

 

If this post helps, then please consider Accepting it as the solution, Give Kudos to motivate the contributors.

 

 

 

View solution in original post

3 REPLIES 3
ponnusamy
Solution Supplier
Solution Supplier

@smko : If you want to use 'Group by' function in Power Query.

 

let
Source = Excel.Workbook(File.Contents("C:\Users\ponnu\OneDrive - Fresh Direct\Forum Test Files\total by group id.xlsx"), null, true),
Table1_Table = Source{[Item="Table1",Kind="Table"]}[Data],
#"Changed Type" = Table.TransformColumnTypes(Table1_Table,{{"OrderID", Int64.Type}, {"Line Amount", Int64.Type}}),
#"Grouped Rows" = Table.Group(#"Changed Type", {"OrderID"}, {{"Calculated Total", each List.Sum([Line Amount]), type nullable number}, {"OtherRows", each _, type table [OrderID=nullable number, Line Amount=nullable number]}}),
#"Expanded OtherRows" = Table.ExpandTableColumn(#"Grouped Rows", "OtherRows", {"Line Amount"}, { "OtherRows.Line Amount"}),
#"Reordered Columns" = Table.ReorderColumns(#"Expanded OtherRows",{"OrderID", "OtherRows.Line Amount", "Calculated Total"})
in
#"Reordered Columns"

 

I created test data like yours

 

ponnusamy_0-1632361053658.png

 

 

Use group by and creat Sum of lineitem by OrderID

 

ponnusamy_1-1632361176343.png

 

Expand the Row from previous step to get other columns

 

ponnusamy_2-1632361251532.png

 

 

ponnusamy_3-1632361410867.png

 

If this post helps, then please consider Accepting it as the solution, Give Kudos to motivate the contributors.

 

 

 

Hi, thanks for the input. What's the following code means? Did you manually code it in formula bar?

 

{"OtherRows", each _, type table [OrderID=nullable number, Line Amount=nullable number]}

ponnusamy
Solution Supplier
Solution Supplier

@smko : Not necessarily , You also can use the tool bar to do that.

 

 

ponnusamy_0-1632399237509.png

 

 

See the following document for more details

 

https://docs.microsoft.com/en-us/power-query/group-by

 

If this post helps, then please consider Accepting it as the solution, Give Kudos to motivate the contributors.

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