Forum Discussion
Calculating annual (& YTD) account credits from a dated record of monthly credits
- May 14, 2023
Better ?
EDIT: Added variant - A bit more straightforward (kudos @https://answers.microsoft.com/en-us/profile/2d3aa4c3-5161-4914-86a7-b9d2f179b3a8 for the approach - https://answers.microsoft.com/en-us/msoffice/forum/all/power-query-only-how-to-multiply-a-single-column/34e9826c-d459-4451-bd2e-f6c490474203)
Hi PhraserB
EDIT: After clarifications below proposal does not apply. Approach could apply to other scenario though
Alternatively Unpivot your accounts with Get & Transform aka Power Query (sample attached). After that almost all analysis are easy, i.e. with a PivotTable:
- PhraserBMay 14, 2023Copper ContributorHi Lz.... Many thanks for taking time to reply and for recommending using a Pivot Table. I realise and apologise that I have not explained the problem clearly enough. Please see my reply to Quadruple Pawn which gives further information. Thanks again for your help. Fraser
- LorenzoMay 14, 2023Silver Contributor
Better ?
EDIT: Added variant - A bit more straightforward (kudos @https://answers.microsoft.com/en-us/profile/2d3aa4c3-5161-4914-86a7-b9d2f179b3a8 for the approach - https://answers.microsoft.com/en-us/msoffice/forum/all/power-query-only-how-to-multiply-a-single-column/34e9826c-d459-4451-bd2e-f6c490474203)
- PhraserBMay 14, 2023Copper ContributorHi Lz... Thanks. This is very neat and exactly what I was looking for. Will have a close look tomorrow when I have more time. Thanks again. Brilliant! Regards Fraser