Excel BI - Excel Challenge 842

🔰 Find the running total at company level.

Illustration for Excel BI - Excel Challenge 842

Challenge Description

🔰 Find the running total at company level.

Solutions

R Solution

library(tidyverse)
library(readxl)

path = "Excel/800-899/842/842 Running Total.xlsx"
input = read_excel(path, range = "A2:C23")
test  = read_excel(path, range = "D2:D23")

result = input %>%
  mutate(`Running Total` = cumsum(Revenue), .by = Company)

all.equal(result$`Running Total`, test$`Running Total`)
# [1] TRUE

R Analysis

• Logic: Read the workbook ranges needed for the challenge; Derive the required intermediate columns; Aggregate or rank the data at the required grouping level.
• Strengths: The code maps the workbook rule into a compact, reproducible pipeline.
• Areas for Improvement: The solution assumes the workbook layout and selected ranges remain stable, so any structural change in the sheet would require small adjustments.
• Gem: The elegant part is how little code is needed once the correct intermediate representation is chosen.

Python Solution

import pandas as pd

path = "Excel/800-899/842/842 Running Total.xlsx"
input = pd.read_excel(path, usecols="A:C", skiprows=1, nrows=22)
test = pd.read_excel(path, usecols="D", skiprows=1, nrows=22)

input["Running Total"] = input.groupby("Company")["Revenue"].cumsum()
result = input

print(result["Running Total"].equals(test["Running Total"]))  # True

Python

The Python version follows the same grouped logic and keeps the transformation explicit in a dataframe pipeline.

Difficulty Level

Easy / Medium

The business rule is clear, though the workbook still needs a few transformation steps to reach the expected output.

Related Challenges

• Excel Challenge 843
• Excel Challenge 844
• Excel Challenge 845