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. You can download the practice example here: https://docs.google.com/spreadsheets/... 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 ✅ Please see link to videos mentioned in this video: 🎦 Power Query Advanced Editor - What Is It & How to Use It?:    • Getting Started with the Power Query Advan...   🎦Power Query Custom Functions - Easily Create Your Own Custom Functions    • Power Query Custom Functions - Easily Crea...   🎦 Advanced Pivot Table Techniques - Use Power Query to Easily Pivot Text & Other Messy Data:    • How To Use Advanced Pivot Tables to Make D...   🎦 Advanced Unpivot in Power Query - Transpose Multiple Columns & Multiple Headers Without Any Formulas:    • Advanced Unpivot in Power Query - Transpos...   ✅ If you would like to buy me a coffee, so I can get my caffeine in to keep creating as many videos as possible for you :). It's really quick and easy, please use this link: ☕https://www.buymeacoffee.com/missmicr... ✅ For more videos please subscribe: 🔔   / @missmicrosoft   ✅ Please also check out my Excel course on Udemy, please use this link: 📖 https://www.udemy.com/course/excel-fo...