Have searched topics and was not able to find a clear / current answer. Thanks in advance
Looking for year over year templates for Excel.
I’m not familiar with what a ‘year over year’ does, but this is an excel template that shows yearly info, maybe it is useful?
I use PowerPivot for reporting.
It provides a lot of flexibility and meets all my reporting needs and wants!
PowerPivot is part of Excel, though you might have to activate it (as a COM add-in).
(I’m lucky I’m familiar with PowerPivot and DAX, the language to create measures, thanks to my work.)
My Tiller transactions are in the Google Transactions sheet and I use a web query to import my transactions in Excel. I prefer doing reporting Excel over using Google for this.
I haven’t heard of PowerPivot before. Any chance you can share some visuals to show what it can do?
I use pivot tables a lot in excel. It allows you to make a summary chart of tabular data.
If you don’t have the Year column in your transaction sheet, add it, and fill in the empty cells with `=Year(datecell)
Go to the transaction sheet, select Insert → PivotTable. Make sure the range is your whole sheet, and you probably want New Worksheet.
I would guess you want to drag your category into the rows and year into the columns. You can also drag categories or accounts into filter to turn some on/off. But sky is the limit what reports you can build here.
I would love a template like this as well!