How can I do year over year comparison

sointense

For instance I would like to run a report that will show a payment to a particular vendor year over year for the past five years

This is a for instance

RickO

Until you said "for the same month", this was an easy question. You would create a Summary Report with Category for rows, Time for Columns, and Year for interval. In the Customization, set the Dates to the five year window and set the Payee to the single vendor. This will give you year over year comparison, but for the full years, not one month of the year.

To compare a single month, you could us a Comparison Report, but this will only compare the month from one year to that of another year (not over five years).

The workaround to get exactly what you want is to use a Summary Report as described above, but set the interval to Month. This will result in 60 columns (one for each month of the five year window). Then export this to CSV, open in Excel or Numbers, and delete all but the columns of interest. Yes, I know this is a pain, but it's the best I can suggest. If you are very capable with Excel, you could probably automate this somewhat by swapping rows and columns and sorting.

sointense

So need to clarify, I would like to create a year over year for the same month for the same vendor going back 5 years.

RickO

Until you said "for the same month", this was an easy question. You would create a Summary Report with Category for rows, Time for Columns, and Year for interval. In the Customization, set the Dates to the five year window and set the Payee to the single vendor. This will give you year over year comparison, but for the full years, not one month of the year.

To compare a single month, you could us a Comparison Report, but this will only compare the month from one year to that of another year (not over five years).

The workaround to get exactly what you want is to use a Summary Report as described above, but set the interval to Month. This will result in 60 columns (one for each month of the five year window). Then export this to CSV, open in Excel or Numbers, and delete all but the columns of interest. Yes, I know this is a pain, but it's the best I can suggest. If you are very capable with Excel, you could probably automate this somewhat by swapping rows and columns and sorting.

sointense

Thanks Rick. It’s a great place to start!