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Automating 'Week/Month/Year to Date' Calculation

  1. #1
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    Unhappy Automating 'Week/Month/Year to Date' Calculation

    Hi all,

    So I am currently working on creating an automated dashboard that updated every time a new file is added to the source folder. I have been able to successfully get excel to update the new data every time a file is loaded.

    I have a 'date' column so I can extract, day of the week, year and everything else necessary! *NOTE: I am using POWERQUERY to automate.

    The next step is to find a way to automatically calculate and update the following:

    Week-to-date: "Sum of Sales for Week #X in Month 2" COMPARED TO "Sum of sales for Week #X in Month 1" (OUTPUT SHOULD BE A %)
    Month-to-date: "Sum of Sales for Month#X in Year 2" COMPARED TO "Sum of sales in Month#X in Year 1"
    Year-to-date: "Sum of Sales in Year #2" COMPARED TO "Sum of sales in Year#1"


    ANY AND ALL HELP IS MUCHHH APPRECIATED!

  2. #2
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    Re: Automating 'Week/Month/Year to Date' Calculation

    Welcome to the forum

    It will be much easier to provide useful help if you can attach a sample workbook. To do this please follow the instructions in the yellow banner at the top of this thread that is titled "HOW TO ATTACH YOUR SAMPLE WORKBOOK"

    Thanks!

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