Forum Discussion
identifying changes overtime in an excel spreadsheet
I am struggling to find a way to track changes on an excel spreadsheet. I have a report I can pull from a shared information database I work with that will give me information on clients and their in...
Not sure I totally get the request, but I think you can pull this off using a pivot table.
- Select the data, format it as a table (Home tab or press control+t).
- Click the "Summarize with Pivot table" button on the Table Design tab, or the Pivot table button on the Insert tab
- Drag both the Client ID and the Start Date fields to the Rows box
- Drag the Monthly Amount field to the Values box
- Right-click any of the numbers in the "Sum of Amount" column in the Pivot table and select "Show Values As", "Difference From".
- In the small box, choose Start Date in the first drop-down and "(previous)" in the second and click OK