I want to sum the values of a column file and append each sum to the new column in the same csv file

Question

I’m new to coding, can you please share detailed code
This is the given data, I want to iterate in the amount column and each sum to a new column
Like this:
after adding all these amounts should be in the new column
and also I have to find the minimum in the sum and the date of it, maximum in the sum and the date of it.

Actually my question is asked like this

Please apply credit transactions first to calculate balance on a given day.

Input CSV Format:

There are multiple customer IDs in the csv file

CustomerID, Date, Amount

Output Format:

CustomerID, MM/YYYY, Min Balance, Max Balance, Ending Balance"

Is this the best method to address the query?

Thank you

Asked By: Sarathchandra M

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Source

Answer 1

You can use cumsum to add a cumulative sum column. The sum function just adds up all the values in a single column, so it won’t fulfil your current requirement.

So instead of d.['Amounts'].sum() it would be:

d['sum'] = d['Amounts'].cumsum()

From there, you can search that sum column with the .idxmin() and .idxmax() functions to grab the index of the rows containing the min and max, respectively. Finally, you can index those rows in d and grab the associated dates.

Answered By: Matt Eng

Answer 2

Multiple customers

df['sum']=df.groupby(['Date','Customer ID'],as_index=False)['Amount'].cumsum()
df
Out[23]: 
  Customer ID        Date  Amount   sum
0        C231  11-01-2022    9232  9232
1        C231  11-02-2022    6061  6061
2        C231  11-03-2022    5108  5108
3        C231  11-04-2022    9086  9086
4        C232  11-03-2022     100   100
5        C232  11-03-2022     200   300

Min, Max and sum by Customer

 df.groupby('Customer ID').agg({'Amount': ['min', 'max','sum']})
Out[25]: 
            Amount             
               min   max    sum
Customer ID                    
C231          5108  9232  29487
C232           100   200    300

Monthly Min, Max and sum by Customer

df.groupby([df.Date.dt.strftime('%b/%Y'),'Customer ID']).agg({'Amount':['min','max','sum']}).reset_index()
Out[111]: 
       Date Customer ID Amount             
                           min   max    sum
0  Nov/2022        C231   5108  9232  29487
1  Nov/2022        C232    100   200    300

Answered By: Surjit Samra

I want to sum the values of a column file and append each sum to the new column in the same csv file

Question:

Answers:

Multiple customers

Min, Max and sum by Customer

Monthly Min, Max and sum by Customer