Excel Magic Trick 402: Monthly Comparative Report - Pivot Table

See how to use a Pivot Table to create a Report that shows the differences in Sales between Months. See the Pivot Table tricks:
1.Group Dates by Quarter and Year
2.Drag and Drop Fields
3.Show values as Difference from
4.Formatting a Pivot Tables

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Closed Caption:

welcome to exile magic number 402
hey if you want to download this
workbook and follow along click on my
youtube channel and click on my college
that link where you can download the
work XO my trip 398 2405 they are trick
for 1245 were doing a month month or
quarter to quarter reports and showing
the difference between the months and
the quarters and last video we didn't
quarters this video will do months and
in this video we want to use a pivot
table to create and here's the end
result for us if i get to it
there it is we want to show nine 2009
the months the sales for each month and
the difference and we want to do it with
a pivot table so for from january to
februari we had an increase of 1625
alright so to create a pivot table you
want to make sure you have field names
at the top records are in rows and only
one cell is highlighted insert pivot
table pivot table or the keyboard
shortcut alt n VT i'm going to place it
on this sheet and i'm going to click in
that cell right there and click ok now
my sheet looks like 2003 because the
file extension is 2003 alright the first
thing we need to do is group by month so
i'm going to drag this down to the row
area right click group and i'm going to
say $OPERAND months and year so that's
very important because we have two years
of data here now we're going to drag the
sails down to the values twice if you
wanted to and obviously in 2003 you
dragged there you see that grey box and
boom
now notice these are stacked on top of
each other which is what we are one if
they're not you can right-click . to
move
I don't see it here Oh
right-click the data right here right
click and then move values and then you
can move wherever you want whether it's
columns or the way we have it set up
here now here's our sales i'm going to
click in one cell and I want to change
the field name to sales just as in the
last video we can't type the word sales
because it's already existed type of
space and then enter and that tricks at
that extra space than the pivot table
thinks it's a different field name and
we would like to change the formatting
so right-click field settings i'm going
to say number click current number with
a comma there now for this one we want
to show the diff so I'm going to
right-click value field settings and up
here we can type diff that'll be our
field name we want to add some number
formatting very important to do it
through this dialog box then if you
pivoted it changes and then we wanted to
show values as we want difference from
our field is date notice it does have to
it added a new field years but our is
date for months so date and we want to
say previous click OK now so there we
have it we have our differences
let's add some formatting design i'm
going to select that one right there a
last video i did this individually so I
went like this and then add a color bowl
touch this if you in a pivot table if
you can't find that little cursor right
there when you click on it whether it's
going down to the site and highlights
all of them and then we can simply add
our yellow so there's our report for
months we see our sales we see the
difference between each month
all right we'll see annex trick