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Title: Need Help Creating Dynamic Previous Month Sales, Current Month Sales & Growth % in Pivot

Hi Team,

I need help creating Previous Month Sales, Current Month Sales, and Growth % in a Pivot.

I have:

  • A Sales column

  • A Sales Date column in yyyy-MM-dd format

Initially, I created a custom Month column, and the calculation was working correctly. However, when I tried using the actual Sales Date column directly, it stopped working.

I have already tried using Lag() and the Previous option, but it is still not giving the expected result.

My requirement in the Pivot is:

1st Column = Previous Month Sales
2nd Column = Current Month Sales
3rd Column = Growth %

Also, I need the values to be dynamic according to the Sales Date filter selection.

The Sales Date will be used in the filter.

Could someone please suggest the correct way to achieve?

Thank you!

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  • 7 hrs agoLast active
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