Forum Discussion
Converting YTD figures to monthly figures in PowerQuery
Hi Experts, I have a sample table like below: Account Company Type Period YTD 001 AAA B1 202211 100 002 AAA C1 202211 200 001 BBB C2 202211 300 007 FFF ...
Hi Cho, unfortunately, my data source is not SQL base. I've found a solution using Power Query.
1) Add a custom column for YearnMonth
2) Add a custom column for Month
3) Add a custom column for Sales YTD Prev, which is the Sales YTD of the previous month. Using
try #"Sorted Rows"[Sales YTD] {[Month] - 2} otherwise 0
4) Compute the difference betw [Sales YTD] and [Sales YTD Prev]
I can't upload the source pbix file. Pls contact me if anyone needs it
Hi Meiwah. Thanks for your solution. I'd like to ask to share the PBIX file if possible.
I have YTD value of multiple categories for each month. My fiscal year is from April to March. Is this solution can work for multiple categories ?
meiwah
Resolver I
Resolver IHi HAP,
can pm me your email? I can't attach the file here 🙂