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Helper I
Helper I

insert new calculated field

Hi, I have a table with 2 fields, one is the description and one is the amount related to description.

But in some case our management system can.'t know if the description is equal to "buy" or to "sell" and so, the system insert in the description the value "-1"

 

DescriptionAmount
Sell150
Buy256
Sell895
Sell744
Sell122
Sell252
Buy253
Buy1236
-1500
-1300

 

Now, to our investor I can't show in my report that there are record equal to -1, and so I would to create a new column and take "Buy" or "Sell" when are "Buy" or "Sell", and I would to insert in place of -1 a value related to this calculation:

 

1) Sum all the "Buy" and all the "sell". In my example:

 

DescriptionAmount
Sell2163
Buy1745

 

2) and assign the description of the lowest value to -1. So in my example, in the new column there will be in place of -1, Buy.

 

New DescriptionDescriptionAmount
SellSell150
BuyBuy256
SellSell895
SellSell744
SellSell122
SellSell252
BuyBuy253
BuyBuy1236
Buy-1500
Buy-1300

 

thank you.

Carlo

1 ACCEPTED SOLUTION
Super User IV
Super User IV

@Carlo1975 
You can do it in a power query with simple steps and one custom column. Past the below code on a Blank Query on the Advanced Editr and check the :

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCk7NyVHSUTI0NVCK1YlWciqtBPKMTM3APKikhaUpMtfcxASZa2hkhMw1MjVCMckYiWdoZAwxWNcQyDM1MEBwjEGcWAA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Description = _t, Amount = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", type number}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each ([Description] <> "-1")),
    #"Grouped Rows" = Table.Group(#"Filtered Rows", {"Description"}, {{"Total", each List.Sum([Amount]), type nullable number}}),
    #"Sorted Rows" = Table.Sort(#"Grouped Rows",{{"Total", Order.Ascending}}),
    #"Kept First Rows" = Table.FirstN(#"Sorted Rows",1),
    Custom1 = #"Changed Type",
    #"Added Custom" = Table.AddColumn(Custom1, "Custom", each if [Description] = "-1" then #"Kept First Rows"[Description]{0} else [Description])
in
    #"Added Custom"

 

Fowmy_0-1606315177958.png

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1 REPLY 1
Super User IV
Super User IV

@Carlo1975 
You can do it in a power query with simple steps and one custom column. Past the below code on a Blank Query on the Advanced Editr and check the :

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WCk7NyVHSUTI0NVCK1YlWciqtBPKMTM3APKikhaUpMtfcxASZa2hkhMw1MjVCMckYiWdoZAwxWNcQyDM1MEBwjEGcWAA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Description = _t, Amount = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", type number}}),
    #"Filtered Rows" = Table.SelectRows(#"Changed Type", each ([Description] <> "-1")),
    #"Grouped Rows" = Table.Group(#"Filtered Rows", {"Description"}, {{"Total", each List.Sum([Amount]), type nullable number}}),
    #"Sorted Rows" = Table.Sort(#"Grouped Rows",{{"Total", Order.Ascending}}),
    #"Kept First Rows" = Table.FirstN(#"Sorted Rows",1),
    Custom1 = #"Changed Type",
    #"Added Custom" = Table.AddColumn(Custom1, "Custom", each if [Description] = "-1" then #"Kept First Rows"[Description]{0} else [Description])
in
    #"Added Custom"

 

Fowmy_0-1606315177958.png

________________________

If my answer was helpful, please consider Accept it as the solution to help the other members find it

Click on the Thumbs-Up icon if you like this reply 🙂

YouTube  LinkedIn

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Website   YouTube    LinkedIn

View solution in original post

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