We can add these by selecting the pivot table and going to the Analyze tab ➜ Subtotals ➜ Show all Subtotals at the Top of Group. ![]() We will also need subtotals in the first pivot table. We will only need the year and month grouping, so we can remove the quarter grouping from the pivot table.īoth pivot tables can then be filtered on the years to show only the two years of data which we want to compare. This should group the order date into years, quarters and months automatically. This can be done by selecting a cell inside the order data and going to the Insert tab of the ribbon and selecting the PivotTable command.įor the first pivot table, we need to add the Order Date field into the Rows area and two instances of the Order Total field into the Values area. We will then need to create two pivot tables with this order data. This data contains the Order Date and Order Total which we will be using for the data cards. ![]() In this example I’m going to be using the AdventureWorks data set which has order data for a fictitious bike shop.
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