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Compare latest 2 months of data

  1. #1
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    Red face Compare latest 2 months of data

    Hi Everyone,

    I'm trying to create an automated report, but I'm having many difficulties. Any help would be greatly appreciated.

    Essentially I have a "Data" Sheet that I pull the data from to go to the “client” sheets. New data will be continuously added every month to the “Data” sheet.

    I want to create tables that compare the last month’s performance to the previous month’s with the percentage of change on the “Client” sheets. I'm currently trying to use the vlookup function to do this but I am incapable of accomplishing it.

    Each month the “client” sheets will be exported as a PDF.

    Any help with making this possible would be greatly appreciated.
    Monthly Reporting.xlsx

  2. #2
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    Re: Compare latest 2 months of data

    I would solve this with an pivot table.

    I made just an easy one, to give you an idea.
    Attached Files Attached Files
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.

  3. #3
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    Re: Compare latest 2 months of data

    Thank you, Unfortunetly that isn't enough.

    I've updated the sheet to help you understand more what I need.

    It needs to show The last month data, and the percentage of change of the month before. So in this case, it needs to show August's data and compare the percentage of change to july. ex. for client 1, July had 10 phone calls, which is a 23% increase from the month earlier (june).

    If you look at the "Client 1" sheet you will see what I mean.

    Thanks so much
    Monthly Reporting.xlsx

  4. #4
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    Re: Compare latest 2 months of data

    Then you will get something like this.

    See the attached file.

  5. #5
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    Re: Compare latest 2 months of data

    Thank you,

    Unfortunately I need to show only one months data compared to previous. It needs to be a simple report. You will see what I need on Sheet "Client 1"

    Here is an example

    Screen Shot 2014-09-05 at 15.58.16.png

  6. #6
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    Re: Compare latest 2 months of data

    Account Date SEO Visits Bounce Rate SEO Leads Amount Spent Impr. Clicks Search CTR Content CTR PPC Leads Click conversion rate Calls Cost Per Lead
    Client 1 jul-14 0 0% 12 $- 0 0 0,00% 0,00% 1 0% 1 0
    Client 1 jun-14 1667 42% 12 $434,00 421741 1744 3,85% 0,22% 21 2% 23 9,863636364
    Client 1 aug-14 270 1% 23 $4,00 37079 118 0,19% 0,43% 12 0% 32 0,090909091
    Client 1 mei-14 1481 43% 21 $4,00 736012 2085 3,19% 0,23% 12 1% 23 0,114285714

    in your file, there are not such a values as you show in #5.

  7. #7
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    Re: Compare latest 2 months of data

    Monthly Reporting ver 3.xlsxI see what you mean. I fixed the sheet so it makes more sence with the correct numbers too. Please look at the data on sheet "data" and what the report is supposed to look like in "client 1".
    Last edited by EricBarnes88; 09-07-2014 at 10:25 PM.

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