Roll over the monthly financial data

Fanny18

New Member
Joined
Mar 7, 2022
Messages
34
Office Version
  1. 2013
Platform
  1. Windows
Hi All, is there anyway to rollover monthly financial data with most efficient way?

I need to prepare the financial data on monthly basis and there is about 50 worksheets in the excel with different format/set of data/nature of income/expenses.

In my financial data, i have the column of “monthly”, “quarter” and “Year-Date”. Every month i need to add on preceding month data into quarter and year to date column manually. After that, i need to clear data in monthly column for me to input current month data.

Is there any better way to do that? Possible to use Power Query on it? Thanks.
 

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