How to Calculate Running Totals in Power Query

Create a running total that resets when the new month starts, and best of all it's automated as this will be done in Power Query, so when you hit refresh your next month's data will be automatically updated.

Timestamps:

00:00 The End Result
00:19 List Functions to Calculate Running Totals
03:10 The Source Data to Send to Power Query
03:28 Transform Data Using Group By in Power Query
04:41 Query to Use for Creating Your Function
05:17 Creating the Custom Column Using List.FirstN
06:48 Fixing Expression Error: We Cannot Convert the Value to Type List
08:37 Using List.Sum in the Custom Column
08:51 Convert Your Query into a Function
09:57 Invoke Your Custom Function

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[Ruantjie]

Have Subscribed to your Video's. Very few people make it simple. Thank you.

[wayneedmondson]

Very nice transformation! Thanks for demonstrating. Thumbs up!!

[mahmoudmansour]

Thank you so much for such valuable lesson, wish you all the best

[jennyaldridge]

I have been trying to do that for a few weeks. Thank you very much.

[andagh]

Excellent video!, I repeated the function for calculate the working days for the whole year.

[julie_chen]

This is my third time watching the video. Thank you 🙏. Very useful 😊

[martyc]

Very good Content, I like your approach- subscribed 👍

[republikadugave]

How to convert running totals to monthly numbers?

[thebhaskarjoshi]

Please make a video on List. Accumulate Function of Power Query