How to Calculate Running Totals in Power Query
Create a running total that resets when the new month starts, and best of all it's automated as this will be done in Power Query, so when you hit refresh your next month's data will be automatically updated.
You can download the practice example here: https://docs.google.com/spreadsheets/...
Timestamps:
00:00 The End Result
00:19 List Functions to Calculate Running Totals
03:10 The Source Data to Send to Power Query
03:28 Transform Data Using Group By in Power Query
04:41 Query to Use for Creating Your Function
05:17 Creating the Custom Column Using List.FirstN
06:48 Fixing Expression Error: We Cannot Convert the Value to Type List
08:37 Using List.Sum in the Custom Column
08:51 Convert Your Query into a Function
09:57 Invoke Your Custom Function
✅ Please see link to videos mentioned in this video:
🎦 Power Query Advanced Editor - What Is It & How to Use It?: • Getting Started with the Power Query Advan...
🎦Power Query Custom Functions - Easily Create Your Own Custom Functions • Power Query Custom Functions - Easily Crea...
🎦 Advanced Pivot Table Techniques - Use Power Query to Easily Pivot Text & Other Messy Data: • How To Use Advanced Pivot Tables to Make D...
🎦 Advanced Unpivot in Power Query - Transpose Multiple Columns & Multiple Headers Without Any Formulas: • Advanced Unpivot in Power Query - Transpos...
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