Video: Year To Date on Fiscal Years in Power Query - Your Questions Answered Series
Channel: Excel Olympics
About
This is a video that is part of the "Your Questions Answered" Series, and as far as I'm concerned, this is one of the main reasons why I created this Channel. In this video, we will be answering a question that Dennis proposed. How do you create Year To Date (Running Totals in a Year) Calculations by Fiscal Years in Power Query? This comes down to a whole lot of Indexing Magic, Custom Year-Month Indexing, and Mod function.
This tutorial was made using Excel 365, but all methods work with Excel 2010 and above.
File if you want to follow along:https://excelolympics.com/wp-content/uploads/2022/01/Power-Query-YTD-on-Fiscal-Years.xlsx
Links to other videos and blog posts that are relevant:
Year-Month Indexing Column: https://youtu.be/2hgcFkpOcmc
Chapters:
0:00 Excel Olympics Animation
0:08 Introduction to the Series and the Question we will be answering
2:13 The Data
3:15 A short Overview of End Solution
4:08 Power Query - Indexing
9:28 Creating a Running Total
12:28 Extra Explanation for Running Totals indexing
16:40 Conclusion
17:16 Outro
Gear Used:
US Links
Camera: Canon EOS R6 - https://amzn.to/3e9zxML
Microphone: AKG C3000 (Analog Mic) - https://amzn.to/3tYd37w
Audio converter: Zoom UAC-2 - https://amzn.to/3dgM8wS
Laptop: Dell XPS 15 - https://amzn.to/3w8CyoK
Lights: Elgato Key Light - https://amzn.to/3rurte7
EU Links
Camera: Canon EOS R6 - https://amzn.to/3tubwGy
Microphone: AKG C3000 (Analog Mic) - https://amzn.to/32pi2m0
Audio converter: Zoom UAC-2 - https://amzn.to/3amDRXP
Laptop: Dell XPS 15 - https://amzn.to/3effMmT
Lights: Elgato Key Light - https://amzn.to/3vcs6v9
Green Screen (visible in bloopers): https://amzn.to/3ajUm6Y
Recorded With: Camtasia - https://www.techsmith.com/video-editor.html
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