How to create and compare multiple years of data
How to create and compare multiple years of data
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Budget Pivot Table – Compare Month to Date Expenses (MTD) for multiple years
Highlight data. (Hint: click in first cell, hold Shift key down, press END and Right arrow key to highlight to the end of the first row. Repeat with Shift, END and down arrow key to highlight to bottom of spreadsheet..
Now you can click on your Budget Pivot Table tab and click on Refresh Data button to update the information in the Pivot Table with Year 3 data.
Right click in the pivot table and select “Show Field List”. Scroll to the bottom and you will see Year listed.
Left-click on Year and drag to the left of the first column in the Pivot Table area. This is Beginning Budget if you have not removed from the Pivot Table view.
In example below, I have removed all column headings except the Current Budget column.
Click on Select Month option and select the months you wish to compare. These will display at the end of the Pivot table
Drag all column headings off the spreadsheet except Current Budget column and MTD columns.
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Budget Pivot Table
The Year column created on the Budget tab is now available in the Field List
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If you want to total all MTD, create a column at the end of the pivot table and create a formula to add the MTDs.
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To compare Year to Year budget and expense information without the months, remove all of the MTD columns, leaving only the Current Budget/Balance and the YTD Transactions.
Drag the Year ON TOP OF THE HEADINGS FOR CURRENT BUDGET/BALANCE
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