How to create multiple years of data in Budget Details

How to create multiple years of data in Budget Details

How to create multiple years of data in Budget Details

Budget Details Pivot Table – Compile details for multiple years 

  1. Open Budget – refresh for previous year (Year 2 for this example)

  1. Create a column titled Year at the end of the Budget tab data.


  1. Click on first cell, type 2 (for year 2) and copy down to end of data by clicking on the right corner of the first cell.



  1. Save this File as Copy of Budget with Details (you can put the year if you like in the title).  This will allow you to open two Budget with Details at the same time.

  1. Open Excel Icon and select Open Budget from your spreadsheets folder.

  1. Refresh Budget with year 3.


  1. Highlight data and copy entire Budget-Year 3 information on Budget tab and paste at the bottom of the Budget-Year 2. (see hint below on copying information)


  1. Type 3 in the Year column where Year 3 data starts and copy down to end of data by clicking on the right corner of the first cell with 3 listed.

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 Details Pivot Table tab and click on Refresh Data button to update the information in the Pivot Table with Multiple year 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 Date in the Pivot Table area if you wish to separate year information.


 

 

 

 



   

 

 

Budget Pivot Table

 

 

 

  

 

The Year column created on the Budget Details tab is now available in the Field List

 

 

 

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