Mulit-year over year comparisons

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1

Has anyone created a sheet that would provide multi-year comparisons at the category level? (ie a chart that shows $ by category for 2020 thru 2025). I saw one person posted a query to get that info - but I wasn’t able to make it work.

2

I LOVE AI. I just ran the original query thru AI and asked it whats wrong. It gave me the fix. Then I asked it to extend the query so it broke it down by Category. Here is the result for anyone interested:

=QUERY(
{
Transactions!B2:B,
Transactions!D2:D,
Transactions!E2:E,
ARRAYFORMULA(IF(Transactions!B2:B<>“”, YEAR(Transactions!B2:B), ))
},
“SELECT Col2, SUM(Col3)
WHERE Col3 IS NOT NULL
AND Col2 IS NOT NULL
GROUP BY Col2
PIVOT Col4”,
0
)

2 Likes
3

Rember that queries directly referencing cells or columns will break if the order changes. Good job finding what you are looking for.

Have you tried @Cowboy13 Annual Comparison- up to 10 Years

This might be useful to you!

4

I made something I think is what you’re looking for:

image
image2020×866 119 KB

Does this fit the bill for you? I can try to find a way to make it available for you if it is.

5

This (@Cowboy13 Annual Comparison) is perfect - thank you!!

6

Thank you @staceyb

Let me know if you see any issues or have suggestions.

7

You could maybe also like the simple P&L sheet

1 Like
8

Is this template in the Community Solutions? If not, how can I get it?

9

You can download it from here…

10

It’s not in Community Solutions at this time, though I am looking into submitting it. Try this and see if you can access it:

If it doesn’t work, let me know and I’ll see if I can get it to work.