Power Query - General and SUMIF

[joslaz]

Good Morning!


I've been working with Excel for a few years now and have increasingly been advised in the past to work with PowerQuery, especially for large amounts of data.
Now I have a tool that builds on records that are updated every month in a folder or in a single file. For this purpose, this file will only be overwritten.
With PowerQuery I create a connection to this file.
When the tool is opened, the most up-to-date data is always used.


Now I'm structuring the data with PowerQuery. So sort, format date, delete columns, etc.


Now I need more information for the tool.
So a SUMIF function, which creates a running sum per employee.
Example:
No. Name Value SUMIF
1 A 1 1
1 A 3 4
1 A 3 7
2 B 1 1


Another function is that in the column next to it, the name from column B is displayed, if the size is greater than 30.




How should I best implement this?
Should this at best be the connection as a table?
So an intelligent table, in which I then implement my function accordingly?
Or should this be done in PQ if possible?


Best regards!
Josh