Power query acumulate sum formula

emema0

New Member
Joined
Jan 18, 2019
Messages
4
Im working in power query, I need to acumulate value per month and account. For january I like to only se value for janauray and then for february summed value for jan and feb and so on.
Is there any formula that ca create the coulumn Acum Value below?


AccountPeriodValueAcum Value
123Jan22
123Feb24
123Mar59
601Jan44
601Feb15
601Mar27
100Jan11
100Feb56
100Mar28

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Excel Facts

Can you AutoAverage in Excel?
There is a drop-down next to the AutoSum symbol. Open the drop-down to choose AVERAGE, COUNT, MAX, or MIN
is that what you want?

AccountPeriodValueAccountPeriodValueRunningTotStartOver
123​
Jan
2​
123​
Jan
2​
2​
123​
Feb
2​
123​
Feb
2​
4​
123​
Mar
5​
123​
Mar
5​
9​
601​
Jan
4​
601​
Jan
4​
4​
601​
Feb
1​
601​
Feb
1​
5​
601​
Mar
2​
601​
Mar
2​
7​
100​
Jan
1​
100​
Jan
1​
1​
100​
Feb
5​
100​
Feb
5​
6​
100​
Mar
2​
100​
Mar
2​
8​

M-code for table
Code:
[SIZE=1]let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    TableType = Value.Type(Table.AddColumn(Source, "RunningTotStartOver", each null, type number)),
    #"Grouped Rows" = Table.Group(Source, {"Account"}, {{"AllData", fnRunningTotStartOver, TableType}}),
    #"Expanded AllData" = Table.ExpandTableColumn(#"Grouped Rows", "AllData", {"Period", "Value", "RunningTotStartOver"},{"Period", "Value", "RunningTotStartOver"})
in
    #"Expanded AllData"[/SIZE]

M-code for function
Code:
[SIZE=1](MyTable as table) as table =>
let
    Source = Table.Buffer(MyTable),
    TableType = Value.Type(Table.AddColumn(Source, "RunningTotStartOver", each null, type number)),
    Cumulative = List.Skip(List.Accumulate(Source[Value],{0},(Cumulative,Value) => Cumulative & {List.Last(Cumulative) + Value})),
    AddedRunningTotStartOver = Table.FromColumns(Table.ToColumns(Source)&{Cumulative},TableType)
in
    AddedRunningTotStartOver[/SIZE]
 
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