Join Rudolph Rosenberg for an in-depth discussion in this video Comparing to past performance, part of Financial Analysis: Analyzing the Top Line with Excel.
- View Offline
…So let's see now how to compare current performance versus pst performance.…So, we are starting off with our pivot table the way we left it previously with…the revenue of our business by month for the years 2013 and 2014.…So, we could first start by comparing the performance of our revenue.…Since the beginning of the year, this year verses next year.…So let's do that.…So let's start with the 2013 year to date performance.…
And next to it, let's put the 2014 year to date performance.…And this is for revenue.…So let's imagine we're in the month of May and…we want to see what the performance has been until the end of April.…So let's use the auto sum function at the top right corner of the screen.…And let's calculate all the revenue we…have since the beginning of the year until the end of April.…And let's press enter.…Let's do the same thing for 2014, auto sum.…And from January to April.…
Press enter.…Now to have the revenue summarized for both years,…let's calculate the percentage that shows a compare between the two numbers.…
Also check out the companion course, Financial Analysis: Analyzing the Bottom Line with Excel.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Preparing your revenue information
- Comparing past performance
- Analyzing customer data
- Analyzing product information
- Identifying exceptional revenue