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Introduction
1. Welcome
Total revenue for multiple periods
Calculating deltas
Creating "revenue in quarters" reports
Summary

Instruction

Welcome to the second part of our course. In the previous part, we learned how to calculate the total revenue in a given period. Today, we're going to take a look at different ways to compare revenue values across different periods.

In this part, we'll learn how to create three types of revenue reports.

First, we'll talk about reports with total revenue for multiple periods of time, for example total revenue in each month of each year:

Year Month Revenue
... ... ...
2016 12 128355.40
2017 1 138288.95
2018 2 143177.03
... ... ...

This report allows you to see trends in the revenue: if it's generally increasing, decreasing or staying at the same level.

Next, we'll learn how to extend these reports with information about the change (delta) between consecutive periods:

Year Month Revenue Delta (%)
... ... ... ...
2016 12 128355.40 -2.15
2017 1 138288.95 7.74
2018 2 143177.03 3.53
... ... ... ...

This report gives you quantitative information about the change rate between periods.

Finally, we'll learn how to create a revenue-in-quarters report. Quarters are three-month periods of time, the first quarter is a period from January to March, the second quarter is a period from April to June, etc. Quarterly analysis is a commonly used financial analysis. The report looks like this, with rows representing years and columns representing quarters:

Year Q1 Q2 Q3 Q4
2016 0.00 0.00 79728.58 128355.40
2017 138288.95 143177.03 153937.78 181681.45
2018 298491.57 142132.33 0.00 0.00

Such reports can help us see seasonal trends in revenue values. For instance, Q4 revenues are typically higher because of holiday shopping. It would be much harder to spot such trends when quarters are shown below each other.

Are you ready to learn more about analyzing revenue trends?

Exercise

Click to continue.