Year-Over-Year Analysis Using Excel

Strategic FinanceVol. 91 Nbr. 7, January 2010

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Summary


It's a new year, and you'd like to do a year-over-year analysis showing if each customer bought more or less in 2009 than in 2008. This month, the authors will look at four different methods for building the report. The structure of the report will vary depending on your system, but assume that each report at least has a column for customer name and another for revenue. Such methods are: 1. pivot table to compare two lists, 2. pivot table with date grouping, 3. consolidation, and 4. using a third-party tool. After performing this analysis with any of the four methods, you'll be able to focus on two specific classes of customer.

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Year-Over-Year Analysis Using Excel

It's a new year, and you'd like to do a year-over-year analysis showing if each customer bought more or less in 2009 than in 2008. This month, we'll look at four different methods for building the report.

Let's say that you can gather an invoice register for 2008 on one worksheet ...

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(Copyright 2011)
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