PowerPivot Income Statement MTD & YTD

[anteus]

Hello Power BI forum!
I am trying to develop a PowerPivot based Income Statement report (my previous version is a Power Query table with SUMIFS but that has become extremely slow with 20k records of data - this is mistery to me too) and I cannot figure out how to filter YTD periods with slicer. Let me show the desired structure below:

Month Actuals / Month Budget / Month LastYear / YTD Actuals / YTD Budget / YTD LastYear
Revenues
Direct costs
...
...
...

Since the structure is fixed I would go with Cube formulas on the data model but don't know how to deal with YTD with the aim to be able to select any period in the past. The data records contain period, amount, account mapping info, etc.
Any help, hint, idea is appreciated.
Best regards, Laszlo

 

[akice]

Here is a link. Let me know if it doesn't work.

Sample Financial Statement

 

[anteus]

Here is a link. Let me know if it doesn't work.

Sample Financial Statement

Thanks, it looks great in Excel online. I don't see however the mechanics behind the curtain. While fully understand ip protection concerns could you share some info on the measures used?
Thanks and best regards

 

[akice]

Thanks, it looks great in Excel online. I don't see however the mechanics behind the curtain. While fully understand ip protection concerns could you share some info on the measures used?
Thanks and best regards

Sorry about that. Had intended for you to be able to download a copy. Try this one:

Sample Financial Again

 

[anteus]

Sorry about that. Had intended for you to be able to download a copy. Try this one:

Sample Financial Again

Wow, this is great thank you!