Year Over Year calculation using Pivot Table

Instead of creating a formula outside of the pivot table, you can do this inside the pivot table.

Start from the image with column D empty. Drag Revenue a second time to the Values area.

Look in the Columns section of the Pivot Table Fields panel. You will see a tile called Values that appears below Date. Drag that tile so it is below the Date field. Your pivot table should look like this:

This pivot table has customers down the left side. Across the top are four columns: Sum of Revenue for 2021, 2022. Then Sum of Revenue2 for 2021 and 2022.

Double-click the Sum of Revenue2 heading in D4 to display the Value Field Settings dialog. Click on the tab for Show Values As.

Change the drop-down menu to % Difference From. Change the Base Field to Date. Change the Base Item to (Previous Item). Type a better name than Sum of Revenue2 - perhaps % Change. Click OK.

You will have a mostly blank column D (because the pivot table can't calculate a percentage change for the first year. Right-click the D and choose Hide.

Comments

Charts - Make your data presentable

One-click charts are easy: Select the data and press Alt+F1 . What if you would rather create bar charts instead of the default clustered column chart? To make your life easier, you can change the default chart type. Store your favorite chart settings in a template and then teach Excel to produce your favorite chart in response to Alt+F1 . Say that you want to clean up the chart above. All of those zeros on the left axis take up a lot of space without adding value. Double-click those numbers and change Display Units from None to Millions. To move the legend to the top, click the + sign next to the chart, choose the arrow to the right of Legend, and choose Top. Change the color scheme to something that works with your company colors. Right-click the chart and choose Save As Template. Then, give the template a name. (I called mine ClusteredColumn.) Select a chart. In the Design tab of the Ribbon, choose Change Chart Type. Click on the Templates folder to see the template that ...

What if Analysis

Sometimes, you want to see many different results from various combinations of inputs. Provided that you have only two input cells to change, the Data Table feature will do a sensitivity analysis. Using the loan payment example, say that you want to calculate the price for a variety of principal balances and for a variety of terms. Make sure that the formula you want to model is in the top-left corner of a range. Put various values for one variable down the left column and various values for another variable across the top. From the Data tab, select What-If Analysis, Data Table.... You have values along the top row of the input table. You want Excel to plug those values into a certain input cell. Specify that input cell for Row Input Cell. You have values along the left column. You want those plugged into another input cell. Specify that cell for the Column Input Cell. When you click OK, Excel repeats the formula in the top-left column for all combinations of the top row and left colum...

Find Largest Value in Excel

MAXIFS One of the new Office 365 functions added in February 2016 is the MAXIFS function. This function, which is similar to SUMIFS, finds the largest value that meets one or more criteria: You can either hard-code the criterion as in row 7 below or point to cells as in row 9. A similar MINIFS function finds the smallest value that meets one or more criteria. While most people have probably heard of MAX and MIN, but how do you find the second largest value? Use LARGE (rows 2 and 3) or SMALL (rows 4 and 5). What if you need to sum the top seven values that meet criteria? The orange box below shows how to solve with the new Dynamic Arrays. The green box is the Ctrl+Shift+Enter formula required previously.

Solutions for Data Science

Search This Blog