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SushiSashimi1
Frequent Visitor

Breakdown the YTD sales into monthly by item

Hi there

Can anyone help me to figure out the best way to calculate monthly sales per item if all I have is the Year to Date Sales which is cumulative? 

For example: Assuming the Year starts on Jan 21, so on Jan-21 the sales for Item A will be $10000, in Feb 21 the sales for Item A will be $500.

Period    Item Name    Year to Date Sales

Jan-21   A            $10,000.00

Jan-21   B            $2,000.00

Jan-21   C            $0.00

Jan-21   D            $500.00

Jan-21   E            $1,002.00

Jan-21   F            $999.00

Jan-21   G            $100.00

Jan-21   H            $150.00

Jan-21   I             $599.00

Jan-21   J             $3,092.00

Feb-21  A            $10,500.00

Feb-21  B            $2,500.00

Feb-21  C            $500.00

Feb-21  D            $1,000.00

Feb-21  E            $1,502.00

Feb-21  F            $1,499.00

Feb-21  G            $600.00

Feb-21  H            $650.00

Feb-21  I             $1,099.00

Feb-21  J             $3,592.00

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@SushiSashimi1 , Create date  column with help from month year

 

Date = Datevalue("01-"&[Period])

 

Then a new column

=

var _date = eomonth([Date],-1)

return

sumx(filter(Table, [Item Name] = earlier([Item Name])  && eomonth([Date],0) = _date) ,  [Year to Date Sales]) -[Year to Date Sales]

View solution in original post

1 REPLY 1
amitchandak
Super User
Super User

@SushiSashimi1 , Create date  column with help from month year

 

Date = Datevalue("01-"&[Period])

 

Then a new column

=

var _date = eomonth([Date],-1)

return

sumx(filter(Table, [Item Name] = earlier([Item Name])  && eomonth([Date],0) = _date) ,  [Year to Date Sales]) -[Year to Date Sales]

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