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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?

Charting

Formulas and Functions

training

2 Replies

Abiola1
MVP
Mar 16, 2020
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
pt solution.xlsx237 KB
mathetes
Silver Contributor
Mar 16, 2020
MisteeMcPherson13

Yes - could you upload a sample of the sheets you have so we could give more than an abstract answer?

Resources

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How to create charts or comparisons from last years monthly spreadsheet totals to this years totals","moderationData":{"__ref":"ModerationData:moderation_data:1231575"},"body":"

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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MisteeMcPherson13

Yes - could you upload a sample of the sheets you have so we could give more than an abstract answer?

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