Forum Discussion
Group data by consecutive dates per client
- 6 years ago
Hi Anonymous ,
You could try below M code to see whether it woks or not
let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WSkxU0lEyMNQHIiMDINPQQClWB0nYCCpsiipsChU2BgsnJYGEjfQNzKDChqjCUENMlGJjAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [ClientID = _t, Transaction_Date = _t, Amount = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"ClientID", type text}, {"Transaction_Date", type date}, {"Amount", Int64.Type}}), #"Sorted Rows" = Table.Sort(#"Changed Type",{{"Transaction_Date", Order.Ascending}}), #"Grouped Rows" = Table.Group(#"Sorted Rows", {"ClientID"}, {{"ALL", each _, type table [ClientID=text, Transaction_Date=date, Amount=number]}}), #"Added Custom" = Table.AddColumn(#"Grouped Rows", "GROUP INDEX", each Table.AddIndexColumn([ALL], "INDEX", 0,1)), #"Removed Columns" = Table.RemoveColumns(#"Added Custom",{"ALL"}), #"Expanded GROUP INDEX" = Table.ExpandTableColumn(#"Removed Columns", "GROUP INDEX", {"Transaction_Date", "Amount", "INDEX"}, {"Transaction_Date", "Amount", "INDEX"}), #"Added Custom1" = Table.AddColumn(#"Expanded GROUP INDEX", "Custom", each try Date.AddDays([Transaction_Date],1)=#"Expanded GROUP INDEX"[Transaction_Date]{[INDEX]+1} otherwise null), Custom1 = Table.ReplaceValue(#"Added Custom1", each [Custom], each if [Custom] = false or Value.Is([Custom], type date) then [Transaction_Date] else null , Replacer.ReplaceValue, {"Custom"}), #"Filled Up" = Table.FillUp(Custom1,{"Custom"}), #"Grouped Rows1" = Table.Group(#"Filled Up", {"ClientID", "Custom"}, {{"sum", each List.Sum([Amount]), type number}, {"all", each _, type table [ClientID=text, Transaction_Date=date, Amount=number, INDEX=number, Custom=date]}}) in #"Grouped Rows1"You could refer to extract-start-and-end-dates-with-power-query for details.
Best Regards,
Zoe ZhiIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous ,
Try changing semicolon to coma.
Ricardo
Hey,
So it did correctly identify consecutive date transactions by client, but what I ultimately want to do is to get an output that shows average amount by transaction. How would I then group those transactions this formula is outputting as "True" into a single transaction?
Edit:
there can be multiple "true" outputs that should be counted distinctly -- if one client had 2 or more sets of consecutive transactions, I'd want those multiple consecutive sets to count as distinct transactions. So it's not just that I need all "True" rows per client to be summed.
thanks,
- camargos886 years agoCommunity Champion
Hi Anonymous ,
I've created this file as an example: Download PBIX
It has a group column, with that you can count how many group transactions you have.
If you consider it as a solution, please mark as a solution and kudos.
Ricardo
- YanaNedzelska3 years agoNew Member
Thank you very much. You helped me!