Skip to main content

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.

In the Value Field Settings dialog, choose the second tab, called Show Values As. In the top drop-down menu, choose % Difference From. The Base Field should be Date. The Base Item should be (previous).

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.

Labels:

Comments

Post a Comment

Popular posts from this blog

Quantum Computing

  Quantum computing is a new kind of computing that uses the laws of quantum physics to solve certain problems much faster than classical computers.  It doesn’t replace your laptop but can tackle very complex simulations, optimization, and cryptography‑style tasks that are intractable for ordinary machines.  *** ### What is quantum computing? Quantum computing is a computing paradigm that uses quantum‑mechanical phenomena—like superposition, entanglement, and interference—to represent and process information in new ways. Instead of classical bits (0 or 1), quantum computers use **qubits**, which can be in a mix of 0 and 1 at the same time, enabling parallel computation.  *** ### Classical bits vs. qubits - A **classical bit** is either 0 or 1; operations are deterministic and sequential.  - A **qubit** can be 0, 1, or any quantum “blend” of both, written as $$ \alpha|0\rangle + \beta|1\rangle $$, where $$ \alpha $$ and $$ \beta $$ are complex numbers capturing p...
Post a Comment
Read more

Metabase - Open Source BI tool

 Metabase          Metabase is a business software suite and open source business intelligence framework. It allows users to store data about their business or a specific aspect of their business for their analytics in a secure data source. This intuitive software is designed to allow users to ask questions about their data and access answers that reduce jargon and code, making it very user-friendly and ideal for professionals who want to visualize their business’s data accurately                    Install in docker https://github.com/punitprabhu/MetabaseNew.git         Excecute in CLI docker run -d -p 3000:3000 --name metabase metabase/metabase         Host http://localhost:3000 ,           http://localhost:3000/browse/1-sample-database                         ...
Post a Comment
Read more

Comparison Between BI Tools

 Comparison Between Business Intelligence (BI) Tools        BI Tools Power BI Superset Metabase Grafana Tableau Microstrategy Particulars        Meaning Power BI is a business analytics service provided by Microsoft that can analyze and visualize data, extract insights, and share it across various departments within your organization Apache Superset is a modern, open-source data exploration & visualization platform designed to support all data personas in an organization Metabase is an open-source business intelligence (BI) tool that allows users to create and share interactive data visualizations and dashboards easily. Grafana is an open source analytics and interactive visualisation web application that runs on multiple platforms. Its mainly used as Monitory visualization tool Tableau is a powerful Business Intelligence tool that manages the data flow and turns data into actionable information MicroStrategy is a data analytics platfor...
Post a Comment
Read more