Hi All, I've seen my question answered in bits & pieces, but hoping someone can give me a comprehensive walk through... My team is looking to build modules that will automatically assign current period reporting so that we can leverage the excel add-in with minimal human manipulation - really just looking to hit refresh and know that we're seeing the current QTD, YTD, MTD, and also be able to reference prior periods (which could be prior MTD, prior year MTD, Prior QTD, Prior Year QTD, etc.). For example, if we want to create an income statement for the SEC that's formatted and filtered such that it's static (accounts, geos, formatting, stay the same), we have to: 1. Update Model Calendar for current period - September (no way around this, I suppose) 2. Go into pivots & filters 3. Deselect prior period (Q2), or for some reports, we're adding Q3 to get to YTD 4. Choose current period as Q3, and select prior year Q3, along with YTD selections, or compare against Q2 in current year 5. Refresh add-in to capture new actuals We're looking for a way to dynamically select current reporting period (current YTD, current QTD, prior YTD, prior year QTD, etc.) based on the model calendar selections. I believe we have to create a list in which we designate items as current quarter, current month, current year, current year to date, and then build a module that will reference these items when calculating our results. I'm just not sure how to do this. Thanks in advance for any help!
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