Excel: Year-over-Year (YOY) analysis w/ a PivotTable

Year-over-Year (YoY) analysis compares the change in a company's financials or data for two comparable periods, typically the current and prior periods as of the fiscal year-end date. We use YOY to calculate growth. Two examples of YOY would be comparing August 2022 to August 2021 or Q3 of 2022 vs. Q3 of 2021. You can even compare one day with YOY. If you were a restaurant, you may compare Valentine's day 2023 vs. Valentine's day 2022 to see the percentage growth.

In this video, I'll use a PivotTable to calculate Year-over-Year growth for 12 months in one year to 12 months in the prior year.

Chapters:
0:00 Intro
0:38 YOY Example - Microsoft
0:59 Create PivotTable
2:19 Manual YOY
2:40 PivotTable YOY

#chrismenardtraining #msexcel #chrismenard #microsoft #microsoftexcel

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[davidqueree]

I was stuck on a university class assignment when i came across your channel. Super helpful! Just wanted to say thanks! I'm subscribed now and looking forward to checking out the rest of your videos!

[stevnated]

2:38 "This is the cool part of this video." All I needed to see was this 20 seconds and I got it. Super easy -- Thanks!

[ItsWithinYou]

Chris's way is the easy way! Thank YOU!

[helencraw]

Exactly what I needed - better way than I had been doing previously

[LeandroSorinhach]

exactly what I was looking for! thanks!

[melissajarvis]

THANK YOU. I have struggled to find this solution for a long time.
Question 1: how do you remove the previous year column without "hiding" it?
Question 2: Can you rename the heading of that column? e.g. Evol %? and will that new name remain after a refresh?

[kellysnively]

Hi Chris, In my PivotTable Fields list I don't see a "views" option. How does this show?

[jakesimmons]

I did this and it worked great, however when add top 10 in the value filters it doesn’t give me accurate data. When I sort by descending YOY growth it gives me an error because I have custom calculations. Any work around to this?

[ranjsg]

Hi Chris, Thanks for the explanation - helped me a lot!
BUT in one of the XLS files I am getting warning message "AutoSort and SutoShow can't be used with custom calculations that use positional references". If I say YES, then the data just goes haywire. Can you provide some insight into this issue and how to get around it ?

[brianburnard]

Chris I have followed your year-over-year and that area it really isn’t suitable for what I would need. I’m more interested in doing a family budget and I’ve been doing it for a great number of years. I have a table with the different family costs listed in the rows. The columns are all of the years. I have slicers off for the years and the costs. In your example you have every other year or call them and I have a Costco run and I’d like to maintain the cost column type rather than the listing of yours the way you did can you or can you tell me how I can make the year over a year table for say 2122 or 20 to the same example that you have in your lesson