Sum If

[SiGill1979]

How can I sum a column if the value is less than a certain value and matches another value.

My Data is like this

A	B	C	Opening Stock
59	12508.92	201925
59	-2843.1	201926	12508.91667
59	-3784.75	201927	9665.81667
59	-1225.71	201928	5881.06667
59	4297.863	201929	4655.35667
59	2311.908	201930	8953.219803
59	-1143.34	201931	11265.12787
59	2283.867	201932	10121.78334
59	-425.983	201933	12405.65
59	-1411.55	201934	11979.66667

I have put this together in Excel but now need to replicate it in Power Query. The Opening Stock Column is what I am trying to achieve. In Excel the formula in Cell D3 down is =SUMIFS(B:B,C:C,"<"&C3,A:A,A3)

How is this written in Power Query

Any help would be appreciated.

Thanks

Simon

[amitchandak]

You need to have date/calendar dimension.

sales_till_tody =CALCULATE(sum(Sales[Sales Amount]),filter(sales,Sales[Sales Date]<=maxx(Sales,Sales[Sales Date].[Date])))

[SiGill1979]

Am I able to use that in Power Query?

I have found List.Accumulate but i can't get it to work?

[Anonymous]

The code below presumes that your data is in a table named "Table2". The process is to add an index column to the table that starts at 0. Then take the First chacters up to the index amount from the prior table B column and sum them up.

This technique may be slow if you have a large table. In that case, we would add a List.Buffer as a separate step on the #"Added Index" table.

let
    Source = Excel.CurrentWorkbook(){[Name="Table2"]}[Content],
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"A", Int64.Type}, {"B", type number}, {"C", Int64.Type}}),
    #"Added Index" = Table.AddIndexColumn(#"Changed Type", "Index", 0, 1),
    #"Added Custom" = Table.AddColumn(#"Added Index", "Opening Stock.1", each List.Sum(List.FirstN(#"Added Index"[B],[Index])))
in
    #"Added Custom"

Regards,

Mike

[SiGill1979]

Thanks Mike

That is very close to what I am looking for, thank you, does take a while to run though.

But it needs to look at column C and only sum anything less than the current value in column C

And also needs to look at column A and only sum if the current value matches column A. Hope that makes sense.

Hence the =SUMIFS(B:B,C:C,"<"&C3,A:A,A3) is it was in Excel

[Anonymous]

Hi Simon,

I tried to take a shortcut based on the sample size loaded. I am hoping this code will be more complete and faster

Note that because I am grouping by column A, row[A] = [A] is not necessary.

let
Source = Excel.CurrentWorkbook(){[Name="Table2"]}[Content],
#"Changed Type" = Table.Buffer(Table.TransformColumnTypes(Source,{{"A", Int64.Type}, {"B", type number}, {"C", Int64.Type}, {"Opening Stock", type number}})),
#"Grouped Rows" = Table.Group(#"Changed Type", {"A"}, {{"AllRows", each _, type table}}),
Transform = Table.TransformColumns(#"Grouped Rows",{{"AllRows",
each Table.AddColumn(_, "RunningTotal", each List.Sum(Table.SelectRows(Source, (row) => row[C] < [C])[B]))
, type table}}),
#"Expanded AllRows" = Table.ExpandTableColumn(Transform, "AllRows", {"B", "C", "RunningTotal"}, {"B", "C", "RunningTotal"})
in
#"Expanded AllRows"

Regards,

Mike

[Anonymous · Accepted solution]

Ooops copied the wrong query AND I did not put it in code block.

let
    Source = Excel.CurrentWorkbook(){[Name="Table2"]}[Content],
    #"Changed Type" = Table.Buffer(Table.TransformColumnTypes(Source,{{"A", Int64.Type}, {"B", type number}, {"C", Int64.Type}, {"Opening Stock", type number}})),
    #"Grouped Rows" = Table.Group(#"Changed Type", {"A"}, {{"AllRows", each _, type table}}),
    Transform = Table.TransformColumns(#"Grouped Rows",{{"AllRows", 
(tab) => Table.AddColumn(tab, "RunningTotal", each List.Sum(Table.SelectRows(tab, (row) => row[C] < [C])[B]))
, type table}}),
    #"Expanded AllRows" = Table.ExpandTableColumn(Transform, "AllRows", {"B", "C", "RunningTotal"}, {"B", "C", "RunningTotal"})
in
    #"Expanded AllRows"

[SiGill1979]

This looks perfect. Thanks so much!!