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Running Total in Column - Power Query, DAX or Worksheet Formula?
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- 1 ) Introduction
- 2 ) Excel Worksheet Formula solution using SUMIFS and EOMONTH functions with an Expandable Range. Two formulas: Overall Running Total and Running Totals by Month.
- 3 ) Look at expandable range in a Worksheet Formula
- 4 ) Import Table for both Power Query Solution and DAX Solution using Power Query and the Reference feature.
- 5 ) Power Query Custom Column with Table.AddColumn Function, Table.SelectRows Function and Two M Code Custom Functions to create expandable ranges that can calculate a Overall Running Total and Running…
- 6 ) Lesson about how Custom Columns and M Code Custom Functions work, including the how the keyword “each” is a substitute for an explicitly defined Custom Function.
- 7 ) Look at expandable range in a Power Query Formula.
- 8 ) Field Access Operator for Looking up: 1) A Full Column or 2) A Single Item from Each Row.
- 9 ) DAX Calculated Column with the functions CALCULATE, SUM, FILTER, EARLIER, EOMONTH and a Var Variable to create expandable ranges that can calculate a Overall Running Total and Running Totals by Mon…
- 10 ) How to use a Variable in DAX. See Var = Mon Return syntax for a Variable in DAX.
- 11 ) Summary
