Period over Period Account Balance Difference %

[#1]

What is the best way to calculate difference is account balance.

Overview of what I have done so far:

1. I have added two sheet with two different approach:
   • 1st approach is creating pivot table and calculating differences in account balance considering before function
   • 2nd approach is creating straight table and calculating  differences in account balance using above function
2. Pending issues:
   • Period Slider is not dynamic
   • Difference sort order

Calculation

Account Balance: Sum(Amount)

Difference: if(Period='2014/1',0, sum( Amount)- before(sum(Amount)))

Difference %: fabs(if(Period='2014/1',0,sum( Amount)- before(sum(Amount)))/sum( Amount))

[marcus_sommer]

I think you need to wrap your before-expression within an aggr-function - see here Calculating rolling n-period totals, averages or other aggregations to the example of the rolling 3-months which is quite similar to your task.

- Marcus