Monthly performance report from daily list via pivot

qazqazie

New Member
Joined
Jan 21, 2015
Messages
1
Hello,

I have a long list of over 10 years of daily data across several accounts. The data is in two columns [A = Date, B = Value]. I was wondering if its possible to create a quick and easy pivot report to calculate the % change on a monthly basis. For example, say the beginning value on 1/1/2013 = 1,000 and on 1/2/2013 = 1,927 then the monthly change is calculated as (end of month / end of previous month -1). I can calculate all this manually, but it is a bit tedious across so much data.

INPUTS
Date
value
performance
31-Dec-2012
1,000

01-Jan-13
997
02-Jan-13
1,000
…..etc…..
…..etc…..
30-Jan-13
1,912
31-Jan-13
1,927
92.7%
01-Feb-13
1,931
02-Feb-13
1,943
…..etc…..
…..etc…..

<tbody>
</tbody>

The final output I wanted was a table with columns of years and rows of the month and the monthly change tabulated and calculated by a pivot table.

OUTPUTS

Year
Jan
Feb
Mar
………….
Dec
2013
93%
13%
-7%
etc.
etc.
2014
etc.
etc.
etc.
etc.
etc.

<tbody>
</tbody>

Many thanks for your help.

qazqazie
 

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