I have a database of all sales transactions. I am trying to summarize data by customer to show a year to date revenue for the current year and the previous year.
I am using Excel 2007.
Database columns:
Transaction Date, Customer Name, Style, Quantity, Cost, Revenue
Pivot Columns:
Style, Previous YTD Revenue, Current YTD Revenue
I am having a difficult time figuring this out. I have found how to do YTD for each quarter of the current year but I can't seem to find out how to apply the YTD criteria to the previous sales year.
For example if today is October 1, 2013 for I need to see for Style XYZ a column for total revenue from 1/1/12 to 10/1/12 and another column for revenue from 1/1/13 to 10/1/13.
Any help would be appreciated.
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