Effortless Running Total Calculation in Power Query: Step-by-Step Guide

In this comprehensive video, learn the simplest method to calculate running totals in Power Query. Whether you're working with financial data, tracking cumulative sales, or analyzing trends over time, this tutorial will walk you through an easy-to-follow process for creating running totals. Perfect for beginners and experienced users alike, this guide will help you master this essential Power Query skill, making your data analysis more dynamic and insightful.

00:00 Introduction
00:15 Add Index
00:40 Add the table Column
01:05 Filter the added table
02:40 Calculate the sum

[finzblazin]

I need to build this in my PQ but with an amount limit being applied. Example - once the total reaches $168, 600 (US SS wage limit). Could you advise? Thank you.

[abdelazizallam]

thanks
i try the same

let
Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
#"Changed Type" = Table.TransformColumnTypes(Source, {{"Column1", type datetime}, {"Column2", Int64.Type}}),
#"Renamed Columns" = Table.RenameColumns(#"Changed Type", {{"Column1", "date"}, {"Column2", "amont"}}),
x = Columns", "Index", 1, 1, Int64.Type),
#"Added Custom" = Table.AddColumn(x, "Custom", each List.Sum( List.FirstN( x[amont], [Index])))
in
#"Added Custom"