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Breakout Year to Date (YTD) into Months at Load

Hi

My company distributes Excel file that show YTD Income Variance vs a Prior Year. We receive back files that contain the analysis for every client in our business of why we have more or less revenue than the previous year.

The challenge I have is we need to be able to break this data out in months to track the monthly movement of data by each client in the file.

Each row in the file represents a client and numerous columns represent the variance analysis.

Example

Jan - YTD

Code        Name       New Busines           Lost          Growth

A0010      Smith       100

X0010       Jones                                      -50

M0010      Brown                                                        20

Feb  - YTD                  

Code        Name       New Busines           Lost          Growth

A0010      Smith       120

X0010       Jones                                      -70

M0010      Brown                                                        80

Required Format - after guidance :-)

Jan - Month

Code        Name       New Busines           Lost          Growth

A0010      Smith       100

X0010       Jones                                      -50

M0010      Brown                                                        20

Feb  - Month                  

Code        Name       New Busines           Lost          Growth

A0010      Smith       20

X0010       Jones                                      -20

M0010      Brown                                                        60

All past wisdom has suggested doing this at load so that my data comes through as required rather than having to manipuate through formula within the QV. Please note that this is a simplistic view of the data as you can imagine.

Thanks in advance for any support and guidance offered.

Rob

2 Replies

Breakout Year to Date (YTD) into Months at Load

Hi,

     Jan-YTD,Feb-YTD.... are all separate tables?

Celambarasan

Not applicable

Breakout Year to Date (YTD) into Months at Load

Hi Celambarasan,

Yes seperate tables - each month is a sheet in an Excel Workbook - 12 Sheets.

I simply add a date field in the load to get isolate the sheet data date.

Thanks for looking at my problem,

Rob

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