How do I compare Sales or P&L over multiple years?

• Official comment

  

  Jennifer Kelly

  May 22, 2021 07:03 (Edited May 22, 2021 07:09)

  Compare Type
  Using the Compare report Type you can select up to 8 columns with varying Date ranges to display. So one option would be to change the dates to pick up the past X years that you want to line up side by side. You can also add a variance column between each pair of dates if you choose. 
  See Compare - Awesome Date Comparison

  

  
  Pivot Type
  If you want to compare similar time frames (all Years, All Quarters etc.) then another option would be to use the Pivot Type report. 
  Suggest:

  • start with the P&L Monthly (or Sales Monthly) Favourite and then 
  • change the column dimension from Months to Trans by Years/Sales by Year
  • change the date range to "All" or enter dates to pick up as far back as you wish to report
  • See Pivot - To see Multiple Dimensions at once
  • this will line up all of the years across the page

  

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