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Running total breaks at each date
I've created function that returns the running total for all dates. I want to break the calculation for each date and then pick the rows that corresponds to first Cumm G above 100 similar to the output table below:
let
Source = (RT_Name1 as text, RT_Name2 as text, MyTable as table, RT_ColumnName1 as text, RT_ColumnName2 as text) =>
let
Source2 = MyTable,
BufferedValues1 = List.Buffer(Table.Column(MyTable, RT_ColumnName1)),
BufferedValues2 = List.Buffer(Table.Column(MyTable, RT_ColumnName2)),
RunningTotalList1 = List.Generate(
() =>[RunningTotal1= BufferedValues1{0},Counter=0],
each [Counter]<List.Count(BufferedValues1),
each [RunningTotal1 = [RunningTotal1] + BufferedValues1{[Counter]+1}, Counter = [Counter]+1],
each [RunningTotal1]
),
RunningTotalList2 = List.Generate(
() =>[RunningTotal2= BufferedValues2{0},Counter=0],
each [Counter]<List.Count(BufferedValues2),
each [RunningTotal2 = [RunningTotal2] + BufferedValues2{[Counter]+1}, Counter = [Counter]+1],
each [RunningTotal2]
),
Consolidation = Table.FromColumns(
Table.ToColumns(Source2) & {Value.ReplaceType(RunningTotalList1, type{Int64.Type})} & {Value.ReplaceType(RunningTotalList2, type{Int64.Type})},
Table.ColumnNames(Source2) & {RT_Name1} & {RT_Name2})
in
Consolidation
in
Source
Just copy and past the below code into the advance editor.
It is also more efficeint in term of time to calculate running totallet Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("Zc9BCsQgDAXQqxTXBU200W1bmOWsC8X7X6P5pjCSWRgUH9/vfYf9CGvgGilFTlz0UDYdaay+Kjg9YFxS1ZFN/EVsECzYmbi8yEOwDpkyZBYZXfAKsZHdE0JTgaO3ydeT0VWaFf59ZyYFAdUCX/PxBg81pCzUQu8P", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Type = _t, Run_Date = _t, G = _t, O = _t, #"Sort F" = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"Type", type text}, {"Run_Date", type date}, {"G", Int64.Type}, {"O", Int64.Type}, {"Sort F", Int64.Type}}), #"Grouped Rows" = Table.Group(#"Changed Type", {"Run_Date"}, {{"Added Index", each Table.AddIndexColumn(_,"in",1)}}), #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Selected row", each [a=List.Buffer([Added Index][G]),b=List.Last(List.Generate(()=>1,each List.Sum(List.FirstN(a,_))<100, each _+1))+1][b]), #"Added Custom1" = Table.AddColumn(#"Added Custom", "Custom", each Table.Range(Table.AddColumn(Table.AddColumn([Added Index], "Cumm G", (x)=> List.Sum(List.FirstN(_[Added Index][G],[Selected row]))),"Cumm O", (x)=> List.Sum(List.FirstN(_[Added Index][O],[Selected row]))),[Selected row],1)), #"Removed Columns" = Table.RemoveColumns(#"Added Custom1",{"Added Index", "Selected row", "Run_Date"}), #"Expanded Custom" = Table.ExpandTableColumn(#"Removed Columns", "Custom", {"Type", "Run_Date", "G", "O", "Sort F", "in", "Cumm G", "Cumm O"}, {"Type", "Run_Date", "G", "O", "Sort F", "in", "Cumm G", "Cumm O"}) in #"Expanded Custom"
4 Replies
You can filter the value grather than or equal to 100 on the column G, then use grooup by for the Run_Date adn pick all rows as operation, then in the resulted formula in the third argument, instead of each _ use each Table.FirstN(_,1) so it results in the desigred table.
If you face a problem, please provide your data as table hereOmid,
I can't filter the value >= 100 before I run the function. I need a modified function that calculate the running total (Cumm G) the then filter >=100 for each date.
this is the table:
Type Run_Date G O Sort F AB 27/10/2024 45 0 0 AC 27/10/2024 20 17 3 AB 27/10/2024 50 26 5 AX 27/10/2024 30 22 6 AB 26/10/2024 33 47 12 AA 26/10/2024 15 63 13 AN 26/10/2024 20 68 17 AC 26/10/2024 43 724 17 AF 26/10/2024 5 88 18 Just copy and past the below code into the advance editor.
It is also more efficeint in term of time to calculate running totallet Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("Zc9BCsQgDAXQqxTXBU200W1bmOWsC8X7X6P5pjCSWRgUH9/vfYf9CGvgGilFTlz0UDYdaay+Kjg9YFxS1ZFN/EVsECzYmbi8yEOwDpkyZBYZXfAKsZHdE0JTgaO3ydeT0VWaFf59ZyYFAdUCX/PxBg81pCzUQu8P", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Type = _t, Run_Date = _t, G = _t, O = _t, #"Sort F" = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"Type", type text}, {"Run_Date", type date}, {"G", Int64.Type}, {"O", Int64.Type}, {"Sort F", Int64.Type}}), #"Grouped Rows" = Table.Group(#"Changed Type", {"Run_Date"}, {{"Added Index", each Table.AddIndexColumn(_,"in",1)}}), #"Added Custom" = Table.AddColumn(#"Grouped Rows", "Selected row", each [a=List.Buffer([Added Index][G]),b=List.Last(List.Generate(()=>1,each List.Sum(List.FirstN(a,_))<100, each _+1))+1][b]), #"Added Custom1" = Table.AddColumn(#"Added Custom", "Custom", each Table.Range(Table.AddColumn(Table.AddColumn([Added Index], "Cumm G", (x)=> List.Sum(List.FirstN(_[Added Index][G],[Selected row]))),"Cumm O", (x)=> List.Sum(List.FirstN(_[Added Index][O],[Selected row]))),[Selected row],1)), #"Removed Columns" = Table.RemoveColumns(#"Added Custom1",{"Added Index", "Selected row", "Run_Date"}), #"Expanded Custom" = Table.ExpandTableColumn(#"Removed Columns", "Custom", {"Type", "Run_Date", "G", "O", "Sort F", "in", "Cumm G", "Cumm O"}, {"Type", "Run_Date", "G", "O", "Sort F", "in", "Cumm G", "Cumm O"}) in #"Expanded Custom"
