Running Totals with a Condition - Power Query Challenge 48
Running Totals with a Condition - Power Query Challenge 48
Do you need to calculate running totals in Excel but only for rows that meet specific conditions, like defect-free units? Power Query makes it effortless! Whether you're tracking production data, sales, or quality metrics, this step-by-step guide will show you how to calculate dynamic running totals with precision.
In this tutorial, I’ll walk you through the entire process—from setting up your data to using advanced Power Query functions to filter and sum only the rows that matter. Don’t worry if you’re new to Power Query—I’ll explain every formula, why it’s important, and share tips to make sure you never feel lost.
In This Video:
📌 Step 1: Load Your Data
Bring your Excel table into Power Query for quick and efficient data manipulation.
📌 Step 2: Add Row Numbers
Learn how to create row numbers dynamically using the Table.PositionOf function, which allows for cleaner calculations.
📌 Step 3: Filter Rows Dynamically
Use Table.FirstN to include only rows up to the current position and Table.LastN to narrow it down to defect-free data.
📌 Step 4: Extract and Sum Values
I’ll show you how to isolate the "Units Made" column, sum it up using List.Sum, and elegantly handle null values.
📌 Step 5: Final Formula Explained
Put everything together in one formula to calculate your running totals seamlessly, even with conditions.
What You’ll Learn:
✔️ How to calculate running totals dynamically in Power Query.
✔️ Practical use of functions like Table.PositionOf, Table.FirstN, and Table.LastN.
✔️ Tricks to filter rows based on conditions (like defect-free units).
✔️ How to handle null values with a simple yet powerful method.
Try this technique on your own data! Calculating running totals with conditions is perfect for tracking defect-free production, quality metrics, or other conditional datasets.
Resources Mentioned:
🔗 Power Query Challenges Playlist:
• Power Query: Challenges
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✅ Got questions or need help? Drop them in the comments below!
Try these techniques with your own data and let me know your thoughts in the comments!
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Links:
CHALLENGE AUTHOR: Crispo Mwangi
LinkedIn Profile: / crispo-mwangi-6ab49453
Power Query Challenge: https://www.linkedin.com/posts/crispo...
Download the file: https://crispomwangi-my.sharepoint.co...