Calculate weekly revenue using PivotTables or Vlookup

Posted on:  08/20/2017
Calculate weekly revenue using PivotTables or Vlookup

To calculate weekly revenue or weekly orders in MS Excel, you can use either PivotTables or Vlookup. I prefer the PivotTable method but I will show both methods.

One of your data fields needs to be a date field such as invoice date, purchase order date, order date, etc… 

Excel’s grouping feature will allow you to group by Years, Quarters, Months, Weeks, Days, etc.

Video of calculating weekly totals

Chris Menard

Chris Menard is a certified Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. He runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Google Calendar, and Outlook. To date, the channel has helped over 18 million viewers. Menard also does 2 to 3 public speaking events every year, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the Support Staff Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at chrismenardtraining.com/linked or watch his videos on YouTube at chrismenardtraining.com/youtube.

Categories