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MisteeMcPherson13's avatar
MisteeMcPherson13
Copper Contributor
Mar 16, 2020

How to create charts or comparisons from last years monthly spreadsheet totals to this years totals

I create an excel spreadsheet last year with ongoing weekly totals of sales and leads that came in to our business. We are wanting to compare those numbers and totals to this year to see how much progress that we are making and growing in our company. Is there a way to combine that data and make either a chart or a spreadsheet with running totals?

2 Replies

  • MisteeMcPherson13 

     

    Hello, 

    Yes you can measure the progress and growth of your business based on the data analyzed. PivotTable will be very handy here to compared the Totals for each year as well as the running Totals.

    In the caption below and the attached file, you can see, in this example, Sum of Total, % of Grand Total and Running Total for Year 2015 and 2016 by Account Manager

    Kindly go through the attached file and see how exactly the Spreadsheet is designed

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