Tracking revenue per month is extremely common for many businesses and organizations. Often, this revenue tracking takes the form of either simply tracking the revenue for each month or tracking the accumulated revenue for each month since the beginning of the year. Various business systems track or report revenue in different ways. Some systems provide revenue that's already been accumulated since the beginning of the year. This recipe demonstrates how to reverse engineer the accumulated revenue and the revenue year to date into the individual periodic revenue for each month.
Working with periodic revenue (reverse YTD)
Getting ready
To prepare for this recipe, do the following:
- Open Power BI Desktop.
- Use an Enter Data...