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 Microsoft Most Valuable Professional (MVP). Chris works as a Senior Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel featuring over 900 technology videos that cover various apps, including Excel, Word, PowerPoint, Zoom, Teams, Coilot, and Outlook. To date, the channel has had over 25 million views. Menard also participates in 2 to 3 public speaking events annually, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.

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