Solved - How To Do A Running Sum by Group in Power Query - Microsoft Power BI Community

3/27/22, 11:30 AM Solved: How to do a running Sum by group in Power Query?
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How to do a running Sum by group in Power Query?

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Anonymous
Not applicable
How to do a running Sum by group in Power Query?

‎10-25-2017
10:23 AM
Hi Everyone,
I am trying to do a running sum by group in Power Query (m language). Thank you.
All solutions I found was to use DAX which I cannot use for my data at this time.
Here is what my data looks like, I would like a running sum of the cost in a new column.
https://community.powerbi.com/t5/Desktop/How-to-do-a-running-Sum-by-group-in-Power-Query/m-p/290123 1/29
3/27/22, 11:30 AM Solved: How to do a running Sum by group in Power Query? - Microsoft Power BI Community
Thank you all.

Solved!
Go to Solution.
Labels:
Need Help
Message 1 of 46 (43,221 Views)
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1 ACCEPTED SOLUTION
MarcelBeug
Community Champion
In response to Anonymous
‎10-25-2017
01:34 PM
 You can use this query (assuming you want to group on "BU"):

let
Source = Table1,
TableType = Value.Type(Table.AddColumn(Source, "Running Sum", each null, type number)),
#"Grouped Rows" = Table.Group(Source, {"BU"}, {{"AllData", fnAddRunningSum, TableType}}),
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Location", "Month", "Cost", "Running Sum"}, {"Location",
in
#"Expanded AllData"
With function fnAddRunningSum:
(MyTable as table) as table =>
let
Source = Table.Buffer(MyTable),
Cumulative = List.Skip(List.Accumulate(Source[Cost],{0},(cumulative,cost) => cumulative & {List.Last(cumulative) + cost})),
AddedRunningSum = Table.FromColumns(Table.ToColumns(Source)&{Cumulative},TableType)
in
AddedRunningSum
Specializing in Power Query Formula Language (M)
View solution in original post
Power
Message 3 of 46 (47,305 BI
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45 REPLIES All forum topics  Previous Topic Next Topic

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Jcarofi
Frequent Visitor
‎09-08-2021
01:16 PM
Please and if I want the accumulated taking into account the BU and Location columns

0 Reply
jborro
Power
Solution SageBI Overview  Products  Pricing Solutions  Partners  Resources  Community 
In response to Jcarofi
‎09-08-2021
01:31 PM
These lines:
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Location", "Month", "Cost", "Running Sum"}, {"Locat
ion", "Month", "Cost", "Running Sum"})
would look like:
#"Grouped Rows" = Table.Group(Source, {"BU", "Location"}, {{"AllData", fnAddRunningSum, TableType}}),
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Month", "Cost", "Running Sum"}, {"Month", "Cost",
"Running Sum"})

0 Reply
Jcarofi
Frequent Visitor
In response to jborro
‎09-08-2021
02:51 PM
It doesn't work, I already tried
with a similar data I need to calculate the column accumulated by 2 arguments.


0 Reply
jborro
Solution Sage
‎09-08-2021
03:21 PM
Ok.
This is a modified fnAddRunningSum - nothing really important, just made the values column name a variable to
untie the internal data structure to the main table from the computation logic in the function:
(MyTable as table, values as text) as table =>
let
Cumulative = List.Skip(List.Accumulate(Table.Column(Source, values),{0},(cumulative,cost) => cumulative & {Li

st.Last(cumulative) + Number.From(cost)})),
in
AddedRunningSum
This is the main table and the call to the function above using your sample data:
let
Power BI
SourceOverview Products  Pricing Solutions  Partners  Resources  Community 
= Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WKlTSUUoEYkMDpVgdBBeVZ4xPEsJLxsoz

wSdpik0yBdVKGNcMlYuNB3JPEgbPBJVrhE1tMqraZKyS5hiSsQA=", BinaryEncoding.Base64), Compression.Deflate)), let _t =

((type nullable text) meta [Serialized.Text = true]) in type table [Est = _t, CICL = _t, ve = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Est", type text}, {"CICL", type text}, {"ve", type num
ber}}),
TableType = Value.Type(Table.AddColumn(#"Changed Type", "Running Sum", each null, type number)),
#"Grouped Rows" = Table.Group(Source, {"Est", "CICL"}, {{"AllData", each fnAddRunningSum (_, "ve"), TableTyp
e}}),
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"ve", "Running Sum"}, {"ve", "Runn
ing Sum"})
in #"Expanded AllData"
Please note that the function call has changed slightly as we added the second parameter (value column name) to
the function which calculates running totals.
This is the output of the main table/query:
EstCICLveRunning Sum
q a 10 10
q a 0 10
q a 30 40
q a 0 40
q a 0 40
c a 0 0
c a 40 40
c a 0 40
c a 50 90
c a 0 90
d a 30 30
d a 60 90
d a 0 90
d a 0 90
d a 0 90
Power
q
BI
b
Overview 
0 0
Products  Pricing Solutions  Partners  Resources  Community 
q b 40 40
q b 20 60
q b 0 60
c b 40 40
c b 0 40
c b 70 110
c b 0 110
Please let me know if you have any questions.
Kind regards,
JB

0 Reply
Jcarofi
Frequent Visitor
‎09-08-2021
04:43 PM
I want to thank you for responding to my request, but the code has not worked for me, I don't know what I'm doing w
I share the files to see what I'm doing wrong
Power

BI Overview  Products  Pricing Solutions  Partners  Resources  Community 
let
Origen = Excel.Workbook(File.Contents("C:\Users\J024919\Downloads\Prub.xlsx"), null, true),
Est_Table = Origen{[Item="Est",Kind="Table"]}[Data],
#"Tipo cambiado" = Table.TransformColumnTypes(Est_Table,{{"zona", type text}, {"Estado", type text}, {"Estanque", t

TableType = Value.Type(Table.AddColumn(#"Tipo cambiado", "Running Sum", each null, type number)),
#"Grouped Rows" = Table.Group(Est_Table, {"Estanque", "Ciclo"}, {{"AllData", each fnAddRunningSum (_, "Raleo"), Tab
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Raleo", "Running Sum"}, {"Raleo", "Runn
in #"Expanded AllData"
Running Funcion
(MyTable as table, value as text) as table =>
let
Source = Table.Buffer(Est),
Cumulative = List.Skip(List.Accumulate(Table.Column(Source, value),{0},(cumulative,cost) => cumulative & {List.Last

in
AddedRunningSum
(Arguments) (Est) (CICL) are = "Estanque" "Ciclo"
(ve) is = "Raleo"


0 Reply
jborro
Solution Sage
‎09-08-2021
06:28 PM
I do no think that there is something wrong with the code. It looks Ok.
The error that you get is the "stack overflow", which potentially means that the calculation result does not fit into the
variable type.
Could you please try to filter your table (after #"Tipo cambiado" step) to take only 10 top lines to prove that the
concept works?
Do you have fairly large numbers in the "Raleo" column?
Thanks,
JB
JB

0 Reply
Jcarofi
Frequent Visitor
‎09-08-2021
06:43 PM
If you have an email where I can send you the files, I thank you

0 Reply
jborro
Solution Sage
Solution Sage
Power BI toOverview
In response Jcarofi  Products  Pricing Solutions  Partners  Resources  Community 
‎09-12-2021
11:37 AM
Hi @Jcarofi,
if this is still not resolved, you can save the sample files to Google Drive, Dropbox or alike and send me a link via
private message. I can have a look later today.
Thanks,
JB

0 Reply
Jcarofi
Frequent Visitor
1 1
‎09-08-2021
06:41 PM
As the function is written in the result, you start creating rows by mixing the (ponds) with the (cycles) creating

0 Reply
Jcarofi
Frequent Visitor
‎09-08-2021
02:52 PM
I need a help with de Mcode

0 Reply

Netrelemo
Helper III
‎05-19-2021
06:56 PM
Unbelievable.
Power Bi has invented a billion new functions and formulas but needs 20 lines of code across a query and embedded function to
calculate the running total?
Unbelievable.

1
Reply
Anonymous
Not applicable
‎05-26-2020
12:12 PM
Hi @MarcelBeug
Would be great if you could help me understand how the below statement is working in the code that you provided. I am having a hard
time understanding it.

Cumulative = List.Skip(List.Accumulate(Source[SHIPMENT],{0},(cumulative,SHIPMENT) => cumulative & {List.Last(cumulative) +

SHIPMENT}))
Thanks in advance!

0 Reply
78chris
New Member
‎03-31-2018
03:47 AM
Hello
To MarcelBeug
Thi i d
This is very good.

Is it possible to give the Field to use (Cost here) as a parameter of the function ?
Thanks a lot
78Chris

1
Reply
78chris
New Member
In response to 78chris
‎10-18-2018
02:15 AM
Hello
I found a solution and give it

ou d a so ut o a d g e t
(MyTable as table, MyColumn as text) =>
let
TableType = Value.Type(Table.AddColumn(Source, "Cumul", each null, type number)),
Cumulative = List.Skip(List.Accumulate(Table.Column(Source,MyColumn),{0},(cumulative,MyColumn) => cumulative & {List.Last(cum

Cumul = Table.FromColumns(Table.ToColumns(Source)&{Cumulative},TableType)
in
AddedRunningSum

2
Reply
TheOctopusIAm
Frequent Visitor
In response to 78chris
‎03-20-2020
11:55 AM
This is great, though how should I call this function now that it has two arguments?
@78chris

0 Reply
TheOctopusIAm
Frequent Visitor
In response to TheOctopusIAm
‎03-20-2020
01:09 PM
@78chris
Thanks Chris, you posted this code to allow me to select the specific column :
(MyTable as table, MyColumn as text) =>
let
TableType = Value.Type(Table.AddColumn(Source, "Cumul", each null, type number)),
Cumulative = List.Skip(List.Accumulate(Table.Column(Source,MyColumn),{0},(cumulative,MyColumn) => cumulative

& {List.Last(cumulative) + MyColumn})),
Cumul = Table.FromColumns(Table.ToColumns(Source)&{Cumulative},TableType)
i
in
Power BI
AddedRunningSum
Overview  Products  Pricing Solutions  Partners  Resources  Community 
Below is the original code, which calls this function. What changes need to be made to this to call the function, now
that it has two arguments?
let
Source = Table1,
#"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Location", "Month", "Cost", "Runn

ing Sum"}, {"Location", "Month", "Cost", "Running Sum"})
in
#"Expanded AllData"

0 Reply
cyongt_bdf
Advocate II
‎03-21-2020
03:25 AM
Hi @TheOctopusIAm ,
You may try this code where "ColumnHeader" is your column header name:
let
Source = Table1,
#"Grouped Rows" = Table.Group(Source, {"BU"}, {{"AllData", fnAddRunningSum(_, "ColumnHeader"), TableType}}),

in
#"Expanded AllData"

2
Reply
TheOctopusIAm
Frequent Visitor
In response to cyongt_bdf
‎03-21-2020
09:26 PM
Thanks for the reply @cyongt_bdf. That seems logical, thoughPartners

I'm now getting the following error:
Power BI Overview  Products  Pricing Solutions   Resources  Community 
Expression.Error: There is an unknown identifier. Did you use the [field] shorthand for a _[field] outside of an
'each' expression?
I've had a search around, but can't find any similar scenarios that generate this same error.
Any thoughts?

0 Reply
cyongt_bdf
Advocate II
‎03-22-2020
12:19 AM
Hi @TheOctopusIAm ,
I missed the each keyword, please try this code instead:
let
Source = Table1,
#"Grouped Rows" = Table.Group(Source, {"BU"}, {{"AllData", each fnAddRunningSum(_, "ColumnHeader"), TableTyp

e}}),

in
#"Expanded AllData"

3
Reply
SegerC
Regular Visitor
In response to cyongt_bdf
‎03-31-2020
02:11 PM
Hi @ bdf!
Hi @cyongt_bdf!

I am having trouble getting this to work. I have to apologize, I'm new to M and power queries custom functions.
When I copied the original table submitted by OP, made it into a source and tried to apply the formulas on it
chaning "ColumnHeader" to "Costs". However, I received the following error:
Expression.Error: The import AddedRunningSum matches no exports. Did you miss a module reference?
How do I solve this? Additionally, is the name of the function "query" important, i.e. does it need to
"fnAddRunningSum" or "AddedRunningSum"?
My actual data is regarding COVID-19 from here https://data.europa.eu/euodp/en/data/dataset/covid-19-

coronavirus-data/resource/55e8f966-d5c8-438e-8..., where I'm trying to apply this running sum per country (e.g.
"cases" grouped by "countriesAndTerritories").
Thank you very much!

0 Reply
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3/27/22, 11:30 AM Solved: How to do a running Sum by group in Power Query?

- Microsoft Power BI Community

This board  Search all content

Microsoft Power BI Community

How to do a running Sum by group in Power Query?

How to do a running Sum by group in Power Query?

I am trying to do a running sum by group in Power Query (m language). Thank you.

Thank you all.

Message 1 of 46 (43,221 Views)

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TableType = Value.Type(Table.AddColumn(Source, "Running Sum", each null, type number)),

#"Grouped Rows" = Table.Group(Source, {"BU"}, {{"AllData", fnAddRunningSum, TableType}}),

With function fnAddRunningSum:

(MyTable as table) as table =>

Source = Table.Buffer(MyTable),

TableType = Value.Type(Table.AddColumn(Source, "Running Sum", each null, type number)),

Cumulative = List.Skip(List.Accumulate(Source[Cost],{0},(cumulative,cost) => cumulative & {List.Last(cumulative) + cost})),

AddedRunningSum = Table.FromColumns(Table.ToColumns(Source)&{Cumulative},TableType)

Specializing in Power Query Formula Language (M)

View solution in original post

45 REPLIES All forum topics  Previous Topic Next Topic

Message 37 of 46 (5,569 Views)

#"Grouped Rows" = Table.Group(Source, {"BU"}, {{"AllData", fnAddRunningSum, TableType}}),

would look like:

#"Grouped Rows" = Table.Group(Source, {"BU", "Location"}, {{"AllData", fnAddRunningSum, TableType}}),

Message 38 of 46 (5,549 Views)

It doesn't work, I already tried

with a similar data I need to calculate the column accumulated by 2 arguments.

Message 39 of 46 (5,515 Views)

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(MyTable as table, values as text) as table =>

TableType = Value.Type(Table.AddColumn(Source, "Running Sum", each null, type number)),

Cumulative = List.Skip(List.Accumulate(Table.Column(Source, values),{0},(cumulative,cost) => cumulative & {Li

wSdpik0yBdVKGNcMlYuNB3JPEgbPBJVrhE1tMqraZKyS5hiSsQA=", BinaryEncoding.Base64), Compression.Deflate)), let _t =

TableType = Value.Type(Table.AddColumn(#"Changed Type", "Running Sum", each null, type number)),

This is the output of the main table/query:

Please let me know if you have any questions.

Message 41 of 46 (5,477 Views)

I share the files to see what I'm doing wrong

Origen = Excel.Workbook(File.Contents("C:\Users\J024919\Downloads\Prub.xlsx"), null, true),

#"Tipo cambiado" = Table.TransformColumnTypes(Est_Table,{{"zona", type text}, {"Estado", type text}, {"Estanque", t

(MyTable as table, value as text) as table =>

TableType = Value.Type(Table.AddColumn(Source, "Running Sum", each null, type number)),

Cumulative = List.Skip(List.Accumulate(Table.Column(Source, value),{0},(cumulative,cost) => cumulative & {List.Last

(Arguments) (Est) (CICL) are = "Estanque" "Ciclo"

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Message 42 of 46 (5,443 Views)

Do you have fairly large numbers in the "Raleo" column?

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Message 43 of 46 (5,413 Views)

Message 45 of 46 (5,380 Views)

Message 46 of 46 (5,263 Views)

Message 44 of 46 (5,396 Views)

I need a help with de Mcode

Message 40 of 46 (5,500 Views)

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Message 36 of 46 (8,829 Views)

time understanding it.

Cumulative = List.Skip(List.Accumulate(Source[SHIPMENT],{0},(cumulative,SHIPMENT) => cumulative & {List.Last(cumulative) +

Message 35 of 46 (13,985 Views)

Message 19 of 46 (40,309 Views)

I found a solution and give it

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