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This was very helpful. I have a similar problem in converting YTD amounts to MTD amounts. The formula "[Value] - [Row-1:Value]" worked after sorting the file, however, I have many different accounts (i.e., Revenue, expenses, etc). How do I limit the formula to calculate the MTD for each account name and for each year.
For example, I do not want the formula to cross over years or accounts. See below:
Account Date YTD MTD
Revenue 12/1/2016 10 10
Revenue 1/1/2017 12 12 (Note the change in year from 2016 to 2017, so the formula should start over on this row)