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Grouped Running Total

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Philip Treacy
(@philipt)
Posts: 1629
Member Admin
Topic starter
 

Hi, I'm new to the forum and am looking for some help with an issue somewhat related to the above. 

In short, I'm looking to create a conditional sum based on multiple columns where one condition may be to pick up everything in "Amount" for a specific "Account" but then the sum is limited by a second condition where only "Index" values less than or equal to the current row's "Index" is to be used.

I've attached a file that provides an example of what I'm looking for, any help would be appreciated!  

Wayne

 
Posted : 25/03/2021 5:18 pm
Philip Treacy
(@philipt)
Posts: 1629
Member Admin
Topic starter
 

Hi Wayne,

I think what you are after is a Grouped Running Total, I wrote about this here

Grouped Running Totals in Power Query • My Online Training Hub

I've added this code to your workbook and written the query necessary to calculate the running total.  Please check the attached workbook.

Regards

Phil

 
Posted : 26/03/2021 7:35 am
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