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BaxterT's avatar
BaxterT
Frequent Visitor
2 years ago
Solved

Subtracting Cumulative Data

Hi all,   I'll try and make this as clear as possible - I receive data that is already summed cumulatively each month for each contract that begins each financial year.   I need to subtract each ...
  • jennratten's avatar
    jennratten
    2 years ago

    Hello - this is how you can do it in Power Query.  This solution uses ImkeF's custom function for referencing the previous row.

     

    let
        fn = (MyTable as table, MyColumnName as text) =>
        let
            Source = MyTable,
            ShiftedList = {null} &  List.RemoveLastN(Table.Column(Source, MyColumnName),1),
            Custom1 = Table.ToColumns(Source) & {ShiftedList},
            Custom2 = Table.FromColumns(Custom1, Table.ColumnNames(Source) & {"Previous Row"})
        in
            Custom2 ,
        documentation = [
        Documentation.Name =  " Table.PreviousRow ",
        Documentation.Description = " Superfast way to reference previous row ",
        Documentation.LongDescription = " Superfast way to reference previous row ",
        Documentation.Category = " Table ",
        Documentation.Source = " www.TheBIccountant.com .  http://tiny.cc/hhus5y . ",
        Documentation.Version = " 1.0 ",
        Documentation.Author = " Imke Feldmann: www.TheBIccountant.com. http://tiny.cc/hhus5y . ",
        Documentation.Examples = {[Description =  "  ",
        Code = "  ",
        Result = "  "]}],
        Result = Value.ReplaceType(func, Value.ReplaceMetadata(Value.Type(func), documentation)),
        
        Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("hdFBDoMgEIXhu7A2gXkDU3sWw/2vUSACUp/tYoKLL8gPx+HEbQ7w0LKKjx4BKJ+pTd6+QepAqpBAiHWCsG6iHnH+peKmCEgd7GWMAOtA4hDgJa82dzBL6jGVCFta0xT3kLbHeRvgKY+bjJbLfSlvsRGrP1oiEeujnCfV/zH6EFOfQ4hYY94u5w8=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Contract Number" = _t, #"Financial Year" = _t, Date = _t, #"New Patients" = _t, #"Outcome Required" = _t]),
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"Contract Number", Int64.Type}, {"Financial Year", type text}, {"Date", type date}, {"New Patients", Int64.Type}, {"Outcome Required", Int64.Type}}),
        #"Sorted Rows" = Table.Sort(#"Changed Type",{{"Contract Number", Order.Ascending}, {"Financial Year", Order.Ascending}, {"Date", Order.Ascending}}),
        #"Grouped Rows" = Table.Group(
            #"Sorted Rows", 
            {"Contract Number", "Financial Year"}, 
            {
                {"Data", each fn(_, "New Patients") }
            }
        ),
        #"Expanded Data" = Table.ExpandTableColumn(#"Grouped Rows", "Data", {"Date", "New Patients", "Outcome Required", "Previous Row"}, {"Date", "New Patients", "Outcome Required", "Previous Row"}),
        #"Added Custom" = Table.AddColumn(#"Expanded Data", "New", each [New Patients] - ( [Previous Row] ?? 0 ))
    in
        #"Added Custom"

     

  • slorin's avatar
    2 years ago

    Hi, 

    Another solution with Table.NestedJoin

    let
    Source = YourSource,
    Index = Table.AddIndexColumn(Source, "Index", 0, 1, Int64.Type),
    Next_Month = Table.TransformColumns(Index,{{"Date", each Date.AddMonths(_,1), type date}}),
    NestedJoin = Table.NestedJoin(
    Index, {"Contract Number", "Financial Year", "Date"},
    Next_Month, {"Contract Number", "Financial Year", "Date"}, "Prev_Month", JoinKind.LeftOuter),
    Expand = Table.ExpandTableColumn(NestedJoin, "Prev_Month", {"New Patients"}, {"New Patients.1"}),
    Subtracting = Table.AddColumn(Expand, "Outcome Required", each List.Sum({[New Patients], -[New Patients.1]}), type number),
    Sort = Table.Sort(Subtracting,{{"Index", Order.Ascending}}),
    SelectColumns = Table.SelectColumns(Sort,{"Contract Number", "Financial Year", "Date", "New Patients", "Outcome Required"})
    in
    SelectColumns

    Stéphane