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 Microsoft Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 900 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 15 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube

Categories