Year-Over-Year Growth - Excel PivotTable

Posted on:  03/11/2021
Year-Over-Year Growth - Excel PivotTable

Year-Over-Year (YOY) growth compares one period, usually a quarter or a month, against the same period twelve months before. You can compare Q3 of 2021 against Q3 of 2020. Another example is comparing the month of September 2021 to September 2020.

You can even compare one day to the same day in the previous year. A restaurant may want to compare Mother's Day revenue in one year against Mother's Day during the previous year.

Year-Over-Year in Excel for Quarters

Advantage of Year-Over-Year Analysis

The advantage of Year-Over-Year analysis is it removes the effects of seasons. Two examples:

  • Your business revenue rose 15% from May to June. That initially sounds great, but when you examine the previous year in June, revenue rose 30% from the previous month (May).
  • Suppose sales for June of this year are $10,000, and you think that is great, but when you compare to June of last year, June sales the previous year were $14,000. Sales decreased by 28.5%. This is why year-over-year analysis is a great tool.

List of items you could compare with YOY

  1. Revenue
  2. Net income or profit
  3. Subscribers
  4. New customers
  5. Expenses
  6. Orders

Year-Over-Year YouTube Video

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Excel file used in the video

Year-over-year Excel file

Create a PivotTable in Excel

  1. Select the cells you want to create a PivotTable from.
  2. Select Insert > PivotTable.
  3. Under Choose the data that you want to analyze, select Select a table or range
  4. In Table/Range, verify the cell range.
  5. Under Choose where you want the PivotTable report to be placed, select New worksheet to place the PivotTable in a new worksheet or Existing worksheet and then select the location you want the PivotTable to appear.
  6. Select OK.
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Chris Menard

Chris Menard is a Senior Training Specialist at SurePoint Technologies. Chris is certified in Excel, Word, PowerPoint, and Outlook. Menard has a YouTube channel with other 600 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 7 million viewers have very appreciated. Because of Chris's certification and expertise with Microsoft, Chris is a proud member of Microsoft's Creator Team. Being a member of Microsoft's Creator Teams means many of his videos are available on Microsoft 365 YouTube channel and Microsoft support websites.