Period from YTD

mani06ah

New Member
Joined
Nov 2, 2017
Messages
3
Hi all,

Thank you for taking the time to read, and hopefully reply. Much appreciated.

So I have a dataset where I only have YTD financials per month. So each month I will get a new dataset from our financial vendor, and I now have a new YTD figure per account for that given month (and periods before that).

However, I of course, would like to be able to create a table where I can see the financials per account per month - not YTD - but the actual months transactions. To to this we would need to deduct last months YTD. My formula would look like "This periods YTD - Last months YTD". However, this only for the PnL, and only if the period is not january (wouldn't make much sense to deduct last years December YTD financials).

I am stuck, and can't figure out to how to create a measure that works properly. I have not seen other with the same issue (seems like it's always the other way around, people wanting the YTD measures), so I really hope you guys have some great ideas for a measure that would work smooth!
 

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Are you able to post some sample data, with a table showing the intended output?
 
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