Grap balance/value from previous year via Power Query

[Carl Wiberg]

Hi,

Looking for a way to retrieve the closing balance from the previous year but fail due to poor knowledge

Simpy explained, for all months in the current year, I want to put the previous year's closing balance in a new column, for example named "Latest/December Value Last Year". Attaching a picture where columns A, B and C are my "report data" and column E is the output I would like to have in my Power Query.

Is there a "simple" and understandable way to solve this in Power Quesry and M?

Thanks in advance!

 

[ExcelToDAX]

You could add a custom column that says:

if Date.Month([Date]) = 12 then [Date] else null

and then you can Fill.Down that column

 

[Carl Wiberg]

You could add a custom column that says:

if Date.Month([Date]) = 12 then [Date] else null

and then you can Fill.Down that column

Thanks @ExcelToDAX, that suggestion will work but best of all, it's given me some other ideas to work with as well