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

Data Analysis Tool Pack

The Analysis ToolPak is an Excel add-in program that provides data analysis tools for financial, statistical and engineering data analysis. To load the Analysis ToolPak add-in, execute the following steps. 1. On the File tab, click Options. 2. Under Add-ins, select Analysis ToolPak and click on the Go button. 3. Check Analysis ToolPak and click on OK. 4. On the Data tab, in the Analysis group, you can now click on Data Analysis . The following dialog box below appears. 5. For example, select Histogram and click OK to create a Histogram in Excel. Example Rank and Percentile The Rank and Percentile contained within the Analysis-ToolPak can be quickly used to find the rank of all the values in a list. The advantage of using the Rank and Percentile feature is that the percentile is also added to the output table. The percentile is a percentage that indicates the proportion of the list which is below a given number. Highlight the list (or the cells) which...

CAGR Dax Measure

CAGR stands for C ompound A nnual G rowth R ate. It describes the rate at which an investment would have grown over several years if it had grown at the same rate every year on a compounding, rather than simple, basis. The CAGR metric is calculated using the following formula: If we were to fit this entire formula into a single measure it may get messy and confusing for other users, so let’s step it out. We will need to create several measures to calculate the individual pieces the CAGR formula. Of course, this is not the only way to calculate CAGR in Power Pivot, but this is the way we’ve decided to go about it. So, let’s break it down, we will need the following measures to calculate CAGR: A measure to retrieve the First Year in the data set A measure to retrieve the Last Year in the data set A measure to calculate the Number of Years between the First and Last Years in the data set A measure to aggregate the total sales in the data set...

Protect Formula Cells

The use of worksheet protection in Excel is a little strange. Using the steps below, you can quickly protect just the formula cells in your worksheet. It seems unusual, but all 16 billion cells on a worksheet start out with their Locked property set to True. You need to unlock all of the cells first: Select all cells by using the icon above and to the left of cell A1. Press Ctrl+1 (that is the number 1) to open the Format Cells dialog. In the Format Cells dialog, go to the Protection tab. Uncheck Locked. Click OK. While all cells are still selected, select Home, Find & Select, Formulas. At this point, only the formula cells are selected. Press Ctrl+1 again to display the Format Cells dialog. On the Protection tab, choose Locked to lock all of the formula cells. Locking cells does nothing until you protect the worksheet. On the Review tab, choose Protect Sheet. In the Protect Sheet dialog, choose if you want people to be able to select your formula cells or no...

Solutions for Data Science

Search This Blog