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Help with list.sum formula (custom column) to finish data transformation

  1. #1
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    Help with list.sum formula (custom column) to finish data transformation

    Hi

    I'm kindly asking for the help to finish data transformation. I have done up to Add index column. My problem is to construct a List.Sum formula on custom column formula. See the attached excel sheet. if possible follow the step I have done so that I learn, if you restart the process I might not understand it, since I'm still learning Power query.

    Thank you.

    Regards,

    Sunboy
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    Forum Guru Bo_Ry's Avatar
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    Re: Help with list.sum formula (custom column) to finish data transformation

    Please try

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  3. #3
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    Re: Help with list.sum formula (custom column) to finish data transformation

    Hi Bo_Ry

    Thank you for the formula.

    Regards,

    Sunboy

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    Re: Help with list.sum formula (custom column) to finish data transformation

    Hi Bo_Ry

    Thanks for the formula. It is working well. However, I have been trying your formula, when I reach COLUNM FORMULA stage, and I write this:
    ABalance = Table.AddColumn(AIndex, "Balance", each
    let f = Table.SelectRows(AIndex,(A)=> A[Customer Name] = [Customer Name] and A[Index]<=[Index])
    in List.Sum(f[Debit]&{0}) -List.Sum(f[Credit]&{0})),

    The formula says Error. If I copy and paste on Advanced formula editor, it works well. My challenge is that I do not like to memorise formulas, because If I had a small change in my database, I cannot change the formula to suit the changes made.

    Maybe I'm doing it the wrong way, if possible please explain.

    Thank you.

    Regards,

    Sunboy

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