First time posting and I have a conceptual question - mods, let me know if this needs to have more details and I will delete and repost.
I am creating a variance report where revenue adjustments can be attributable to one of two standard drivers (A & B) or a third driver which groups what are effectively “one offs” or prior period adjustments. What makes it complex is that one offs/prior period for any month can be classified as a standard driver (A or B) in a quarterly view or similarly one offs/prior period in a quarterly view can be classified as a standard driver (A or B) in annual view. Attached is a rough example of how the numbers work in reality.
Any advice on how I can set up the framework to handle this would be very much appreciated as I haven’t been able to quite wrap my head around where to start.
Variance Example.xlsx (12.5 KB)