I have created a table to display our monthly key figures with actuals vs budget.
I have added the following columns with the calculated item function: YTD values (with the cumulate option in the calculated item), and variation in € + variation in % for the monthly and YTD values.
When my initial data is in number it’s ok, but I don’t know if it’s possible to use the calculated item option for calculating YTD values in % and calculating their variation (for example gross margin % and EBITDA %). Could you please help me to find the best way to calculate these values in my table?
Hope my request is clear enough!
You can change a calculated item “formula” at a cell level (just right click on that cell). That should allow you to accommodate for quite some specificities.
Yes, that is what I’ve done for some cells, but to calculate a gross margin % in YTD, I cannot use the cumulate option because it will sum the monthly % and that is not the correct calculation…
I don’t find any other “formula” that would allow me to do this calculation correctly, maybe it doesn’t exist yet!