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Hannisky's avatar
Hannisky
Frequent Visitor
2 years ago
Solved

Help with List generate

I am trying to get a sum of [Amt1] where [Dt2] is larger than [Dt1] (or Blank). The tricky part is that rows from future dates should be excluded. 
I'm trying to do this via List.Generate but am not getting the correct syntax. Or if this is the correct approach. Any ideas? 
The result should be sum of [Amt1] for each [Dt1], I will later remove [Dt2] and duplicates so as to only have one result for each [Dt1]. 

 

I'm trying to generate List where for each DT1 
- exclude other Dt1 rows that are larger then current row.

- only include Dt2 rows that are larger than current row or blank.

(i.e exclude rows where Dt1>(current) Dt1  , Dt1 <=(all) Dt2) 

- Total Amt1 for all included rows. 

- Ideally Amt2 should contain only the totals for the selection above. 

(* excuse typo, date below should be 2023-11-30)

 

 

 

 

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Hannisky 

    You can put the following code to advanced editor in power query

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hZJBDoAgDAT/wtmElkIsbyH8/xsaIaTKNiYerDvCZKG1kChJ5BSFw/EemEI/IMBR6Bl24H7Efl6oGbIL0FikAOAr9Ppv2RmAgLG4wFwhuwBSs0AdOzDIP2YVmIuXg8rqT2M2B1Y21r03heeoP10pKLt4Oe33S/cmgZR99+xOV24q9Qs=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Dt1 = _t, Dt2 = _t, Amt1 = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Dt1", type date}, {"Dt2", type date}, {"Amt1", Int64.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Amt2", each let 
_select=Table.SelectRows(#"Changed Type",(x)=>x[Dt1]<=[Dt1] and (x[Dt2]>x[Dt1] or x[Dt2]=null))
in List.Sum(_select[Amt1]))
in
    #"Added Custom"

    Output

    Best Regards!

    Yolo Zhu

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Hannisky 

    You can put the following code to advanced editor in power query

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hZJBDoAgDAT/wtmElkIsbyH8/xsaIaTKNiYerDvCZKG1kChJ5BSFw/EemEI/IMBR6Bl24H7Efl6oGbIL0FikAOAr9Ppv2RmAgLG4wFwhuwBSs0AdOzDIP2YVmIuXg8rqT2M2B1Y21r03heeoP10pKLt4Oe33S/cmgZR99+xOV24q9Qs=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Dt1 = _t, Dt2 = _t, Amt1 = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Dt1", type date}, {"Dt2", type date}, {"Amt1", Int64.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "Amt2", each let 
_select=Table.SelectRows(#"Changed Type",(x)=>x[Dt1]<=[Dt1] and (x[Dt2]>x[Dt1] or x[Dt2]=null))
in List.Sum(_select[Amt1]))
in
    #"Added Custom"

    Output

    Best Regards!

    Yolo Zhu

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

    • Hannisky's avatar
      Hannisky
      Frequent Visitor
      2 years ago

      Hi, yes thank you so much 🙏 This was exactly what I needed. I owe you a cup of hot cocoa or something 😊
      One thing I did change the inner loop (x) to check against the outer record [Dt1] instead of itself x[Dt1], in case anyone reuses the code. Both work but give slightly different results. 

      Changed this: 

      and (x[Dt2]>x[Dt1] or x[Dt2]=null))

      to this...

      and (x[Dt2]>[Dt1] or x[Dt2]=null))

       ...worked like a charm.