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JGlennH's avatar
JGlennH
Copper Contributor
Dec 28, 2021

Comparing previous years data

I am what I consider a novice Excel user, so I might not describe this perfectly.  I have several years of sales performances that I want to merge into one so I can analyze to see how many new customers bought product and how many existing customers dropped off of the new spreadsheet.  How do I do this?

2 Replies

  • Riny_van_Eekelen's avatar
    Riny_van_Eekelen
    Platinum Contributor

    JGlennH That's a broad question. How do  you "have" the data? Easiest would be if you have three columns (Date, Customer, Sales Amount). Then you can make a pivot table, summarising sales by customer by year. It would enable you to identify both new customers and ones that no longer buy,

    Novice or not. It would be good to learn about pivot tables.

    • JGlennH's avatar
      JGlennH
      Copper Contributor

      Riny_van_Eekelen 

      Thank you for the advice!  I do need to learn how to make pivot tables.  I use them when others have created the spreadsheet, but I have not had to make one myself.  I appreciate the help!

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