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excelpivot

How to calculate YoY Growth without a Date Field in Pivot?


I have an Excel table in the following format:

Product Subclass Year-over-Year (YoY) Current Year Sales Previous Year Sales
Apple 1 +50% 30 20
Apple 2 25% 50 40
Apple 3 -10% 76 80

From this I generate a pivot table and consolidate the results on the 'Product' (Apple):

Product Year-over-Year (YoY)
Apple ???

Solutions like for example here did not provide an answer for my case to correctly calculate the YoY (+11.4%) across the board for all apple products.

Hence: How can I calculate the YoY correctly in my situation in a pivot table?


Solution

  • Assuming you created a Pivot Table without adding the data to the 'data model': use PivotTable Analyze->Fields, Items, & Sets->Calculated Field. Change the FieldName to 'YOY Growth, In formula type the expression: =('Current Year Sales'-'Previous Year Sales' )/'Previous Year Sales'

    and enter.