Automatic Custom Columns with YTD Calculation

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Posted on by MarkM1

Hi,

I am enclosing an Excel file with a Table from a Power Query instance I am working on.

The Table shows figures of following fields combinations:

CATEGORY (Frames, Lenses)
SUPPLIER (Supplier 1, Supplier 2)
CLASS (A, B)
AGGREGATE (Sell-Out, Sell-In)
MONTHS (from January to June)

The Table derives from a Query and the database is supposed to be updated each month.

What I am trying to achieve, but I am unable to, is to create a custom column with the YTD calculation for each single month.

In this example, being the months 6 (From Jan to Jun) there should be 6 additional columns as follows:

YTD January (equals to January naturally)
YTD February
YTD March
... and so on

calculating YTD for each combination Category/Supplier/Class/Aggregate

and naturally once the query is refreshed after updating the database, columns shall upgrade too considering the number of months inside the database.

Can you please help me?

Thank you

Mark

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Michael E. Gernaey 44,770 Super User 2025 Season 1 on at

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Automatic Custom Columns with YTD Calculation

Hi

Your picture isn't working, please add the details related to the calculations, Excel Table, examples etc.

Showing up is way better than trying to explain. Looks like you might have tried, not sure why the Attachment isn't working.