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naveen73
Helper III
Helper III

Value in the previous row

Hi All,

I am trying to achieve something with Power Query. I think it is best to describe my problem with a screen shot.

I want to calculate interest using the end principal of the previous month (cell J8). See screenshot 1.

naveen73_0-1684184033250.png

 

         

The end principal is calculated by taking the previous principal and subtracting the interest and payment. See screenshot 2.

naveen73_1-1684184033256.png

 

thanks,

 

Naveen

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMlTSUTI0MACSliCWUqxOtJIRkAVEJnqmcCFjmJARXMgEKgQXMIUIGOuZQ4RiAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Month = _t, #"Begin Principal" = _t, Interest = _t, Payment = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Month", Int64.Type}, {"Begin Principal", Currency.Type}, {"Interest", Currency.Type}, {"Payment", Currency.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "End Principal", each List.Accumulate({1..[Month]},#"Changed Type"[Begin Principal]{0},(state,current)=>state-#"Changed Type"[Interest]{current-1}-#"Changed Type"[Payment]{current-1}))
in
    #"Added Custom"

How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done".

View solution in original post

2 REPLIES 2
lbendlin
Super User
Super User

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMlTSUTI0MACSliCWUqxOtJIRkAVEJnqmcCFjmJARXMgEKgQXMIUIGOuZQ4RiAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Month = _t, #"Begin Principal" = _t, Interest = _t, Payment = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Month", Int64.Type}, {"Begin Principal", Currency.Type}, {"Interest", Currency.Type}, {"Payment", Currency.Type}}),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "End Principal", each List.Accumulate({1..[Month]},#"Changed Type"[Begin Principal]{0},(state,current)=>state-#"Changed Type"[Interest]{current-1}-#"Changed Type"[Payment]{current-1}))
in
    #"Added Custom"

How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done".

Thanks so much for this. I think it is doing the trick!

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