Running totals by subcategory in Power Query!!

Fingers crossed I managed to explain myself!! :)

Chapters:
00:00 Intro
00:55 Go through the example
01:00 Group the table
02:00 Create a function within an existing query
04:40 Call the function within the existing query to do the running totals
Done!


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QUESTIONS? COMMENTS? SUGGESTIONS? You’ll find me here:
Twitter ► @curbalen, @ruthpozuelo

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[batava]

Whenever I have a question, it's already answered here - I tried running all kinds of crazy stuff to solve this already, referencing tables dynamically and using the first function on them.
Curbal is my work wife. Thanks!

[kylegibson]

This explanation/demo is incredible. Been searching for weeks on how to do the equivalent of a SQL Window function in PQ and never could find a great how-to. This explains it perfectly. Thanks!

[PrdgYYY]

Such a brilliant solution and I had to search for it for so long. Big thumbs up and huge thanks!

[sanjeevsoni]

Super Ruth, Writing steps in one query and using it in functions - so brilliant Idea, Cheers!!

[martinparmentier]

Finally, I found a super video with great explanations. Exactly what I was looking for. Thanks a lot !

[triovela]

Finally! A simple solution and easy to follow. Thank you.

[enriquecesar]

Fantastic idea and development. This functions eliminates the need of using DAX in PowerBi.

[reenashaik]

Can’t explain how much this helped me ❤

[ultraseb]

excelente ruth, no sabia que las funciones se podían incluir dentro de la misma consulta y luego invocarlas , yo siempre las hago aparte . mil gracias por compartir tu conocimiento.

[juansepowerplatform]

Thanks for this video, I had a business case where this came in super helpful. One thing is that with M code I feel like if you don't use it you loose it, I haven't been using M code for a few months now and I couldn't have written this function if it wasn't for your help.

[CarlosEliezerHernandezPintor]

This is beyond amazing, useful as always Ruth!

[DataMakers]

Thank you very much, Have been struggling with this for a couple of days!

[YvesAustin]

[4:36]. Do not forget to map it back to RunTotals!! It took me a long time to figure out my error! Thank you so much again! I am building an inventory balance dashboard (transactions in and transactions out) for which this works perfectly!

[oyekunleolabode]

Thanks, can you do this for multiple sub categories rather than only month. For example Runningtotals by month and product. Reset when sub group is equal to a value

[MartinKuzmicz]

Thanks a lot, this is what I was struggling with for loooong time :)

[hcedenop]

Love how you are using PQ to reduce the DAXing 😁

[joshblackman]

Brilliant. Keep it coming. This was just fantastic. Thank you.

[dirksmeyers]

Hi Ruth, this is great! The function is not "user friendly' yet :-) Thanks a lot

[joseagundis]

Bárbara estás en otro nivel, como comentas no es fácil, solo con entrenamiento; vamos a intentarlo. Saludos Ruth.

[cesarramos]

Excelente, lo acabo de aplicar. Y se pueden generar más de una columna Running Total ? (adicional al Index) por ejemplo, cantidades acumuladas y otras de costos acumulados