Period-to-Date and Fiscal Year-to-Date: Growth vs Last Year and Plan
This lesson is part of the course
In this lesson
For report week 19 you find the period, add up period-to-date and year-to-date sales with SUMIFS, compare them with last year and with the plan, so the numbers move on automatically when the report week changes.
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Lessons in this course
- The Fiscal Year Start: the Sunday Nearest an Anchor Date and Week Numbers Locked
- Period Patterns: 4-4-5, 4-5-4 and 5-4-4, Quarters and the Period of Any Week Locked
- 53-Week Years: Year Lengths, Year Ends and Where the Extra Week Goes Locked
- Daily to Weekly: Summing Sales by Fiscal Week, Trading Days and Partial Weeks Locked
- Comparable Weeks: Same Fiscal Week vs Last Year and Restating After a 53-Week Year Locked
- Moving Holidays: Holiday Weeks, Flags and Holiday-Aligned Growth Locked
- Period-to-Date and Fiscal Year-to-Date: Growth vs Last Year and Plan Locked
- Capstone: the Weekly Trading Report with Periods, a 13-Week Trend and Flags Locked