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

Change from Lower to Upper Case in Excel

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There is a super-obscure way to add up/down markers to a pivot table to indicate an increase or a decrease. Somewhere outside the pivot table, add columns to show increases or decreases. In the figure below, the difference between I6 and H6 is 3, but you just want to record this as a positive change. Use SIGN(I6-H6) to get either +1, 0, or -1. Select the two-column range showing the sign of the change and then select Home, Conditional Formatting, Icon Sets, 3 Triangles. (I have no idea why Microsoft called this option 3 Triangles, when it is clearly 2 Triangles and a Dash, as shown below.) With the same range selected, now select Home, Conditional Formatting, Manage Rules, Edit Rule. Check the Show Icon Only checkbox. With the same range selected, press Ctrl+C to copy. Select the first Tuesday cell in the pivot table. From the Home tab, open the Paste dropdown and choose Linked Picture. Excel pastes a live picture of the icons above the table. At this point, adju...

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