How to Create a Pivot Table Year-to-Year Comparison Report

One of my viewers asked for my help in creating and Excel Pivot Table Report. She wants to compare the total number of units shipped during three time periods: the years 2008, 2009 and 2010.┬áThe trick to producing this report is to drag the field to be summarized – Units Shipped – to the Values Area three times. Then, you change the Value Field Settings to first Sum the Units, then to compare the change in units year-over-year and finally to express this as a percentage of change. This creates a Year-to-Year Comparison Report.

This is a tip that is best demonstrated visually. So, I invite you to watch this 6 minute and 55 second Excel Video Training Lesson.

If you do not have the time to watch the video now, you can use my RSS Feed to deliver it to your computer or you can subscribe to my Video Podcast on iTunes to watch it later.

Learn how to “Quickly Create Pivot Table Reports and Charts”

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  1. Excel User says:

    This video saved me hours of research and was exactly what I was looking for. Thank you.

  2. Thanks for adding your comments. I am very pleased that my tutorial saved you time and gave you exactly the information that you were looking for.

    Danny Rocks
    The Company Rocks


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