YTD and MTD variances - prior month data

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YTD and MTD performance - Prior Month Data

Hi Everyone, I am a complete begginner using Power Pivot within Excel. I heard there were real geniuses here so that's the reason why I ask my question…

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Hi Everyone,

I am a complete begginner using Power Pivot within Excel. I heard there were real geniuses here so that's the reason why I ask my question here.

I am extracting some data each beginning of month to analyse prior month information.

I have a simple data model with a period dimension (date, month, year, quarter) along with a fact table where we have all the data that I download on a monthly basis.

I would like to create a formula that gives me the YTD and MTD sales for the given period for the current year and also vs last year.

There is also a small issue: in January 2023, I will download the data to analyse December 2022.

If it not clear, let me know and I will do my best to explain better.

Thanks to everyone!

Hi Carim,

Thanks for your reply. I have attached a model. If this is not clear, please let me know and I will explain further.

Thanks