•1 min read•from Microsoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community
Dynamic YTD Formula from Pivot Table Data
Our take
Creating a dynamic Profit and Loss (P&L) statement using a trial balance query can be challenging, especially when aiming for automatic updates based on selected periods. Your goal to calculate Current Year Year-To-Date (CY YTD) and Previous Year Year-To-Date (PY YTD) is achievable with the right formula. Whether you prefer using Pivot Table data or exploring alternative methods, there are effective strategies to simplify this process. Let’s collaborate to uncover solutions that streamline your reporting and enhance your data management experience.
Hi, I was tasked with creating a dynamic P&L statement from a trial balance query. The P&L statement is supposed to have a period selection tab(select period type(month, quarter) -> select period(june, q2, etc). I have to come up with a formula that calculates CY YTD and PY YTD and automatically updates whenever the selected period is changed. Does anyone have any idea as to how I can do this? And if there's any way to achieve this without the Pivot Table, thats also fine. I've been stuck for hours.
[link] [comments]
Read on the original site
Open the publisher's page for the full experience
Tagged with
#Excel alternatives for data analysis#financial modeling with spreadsheets#AI formula generation techniques#generative AI for data analysis#rows.com#formula generator#natural language processing for spreadsheets#Excel compatibility#Excel alternatives#big data management in spreadsheets#conversational data analysis#real-time data collaboration#intelligent data visualization#data visualization tools#enterprise data management#big data performance#data analysis tools#data cleaning solutions#P&L statement#CY YTD