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Is GROUPBY better than PivotTables? How to calculate Period, YTD and Full Year Projection

Excel Off The Grid 10,522 lượt xem 1 week ago
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File Reference for this video: 0256 Period, YTD & Projection with GROUPBY.zip

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★ About this video ★
In this video, we explore how to use the GROUPBY function in a scenario where PivotTables aren't up to the job. It shows how ot calculate Period, Year-To-Date, and full year projections using Budget and Actual values in a single output.

The video goes step-by-step through array and boolean techniques to calculate the required output. Even if this isn't your scenario, you can use this method to calculate almost any layout.

0:00 Introduction
0:36 Workbook setup
2:12 Boolean logic
5:12 Using GROUPBY
6:30 Differences and Projections
8:58 Result
9:21 Wrap up

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