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AlexQuicho
New Member

How to compare current year vs last year per customer using Power Query/Pivot?

I have a raw data file containing list of orders per customer and the date of delivery.

In the Pivot, I want to show the current total sales revenue per customer based on the selected months in the Timeline tool (i.e., May 2022 to April 2023) and also display the total from the previous year (i.e., May 2021 to April 2022) in the column next to the current year data. Additionally, I want to show the difference between the current year and last year sales. Ideally, the resulting Pivot Table looks like this if May 2022 to Apr 2023 is selected in Timeline tool:

CustomerCurrent YearPrevious YearDifference
A1,000750250
B640900(260)

 

I am quite familiar with M language but I may need a more thorough explanation since I am still basically a novice. Thank you for the assistance!

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