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Excel 2019: Another Way to Calculate Year-Over-Year


May 02, 2019 - by Bill Jelen

Another Way to Calculate Year-Over-Year. Photo credit: Denys Nevozhai at Unsplash.com.

Instead of creating a formula outside of the pivot table, you can do this inside the pivot table.

Start from the image with column D empty. Drag Revenue a second time to the Values area.

Look in the Columns section of the Pivot Table Fields panel. You will see a tile called Values that appears below Date. Drag that tile so it is below the Date field. Your pivot table should look like this:

This pivot table has customers down the left side. Across the top are four columns: Sum of Revenue for 2021, 2022. Then Sum of Revenue2 for 2021 and 2022.

Double-click the Sum of Revenue2 heading in D4 to display the Value Field Settings dialog. Click on the tab for Show Values As.


Change the drop-down menu to % Difference From. Change the Base Field to Date. Change the Base Item to (Previous Item). Type a better name than Sum of Revenue2 - perhaps % Change. Click OK.

In the Value Field Settings dialog, choose the second tab, called Show Values As. In the top drop-down menu, choose % Difference From. The Base Field should be Date. The Base Item should be (previous).

You will have a mostly blank column D (because the pivot table can't calculate a percentage change for the first year. Right-click the D and choose Hide.

Thanks to Tobias Ljung for this method.

Title Photo: Denys Nevozhai at Unsplash.com


Bill Jelen is the author / co-author of
Microsoft Excel 2019 Inside Out

Dive into Microsoft Excel 2019–and really put your spreadsheet expertise to work. This supremely organized reference packs hundreds of timesaving solutions, tips, and workarounds–all you need to make the most of Excel’s most powerful tools for analyzing data and making better decisions.