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YOY Growth Rate formula across muliple clients/months

P: 6
I have a table with historical actual items history by client, by month. I have a 2nd table for YOY growth rate by client, by month. I'm looking for help to use these 2 tables to create a forecast for future periods (by month) that would multiple the YOY growth rate (from table 2) by the same prior year's month actuals (frome table 1).

Today, this is done in excel with the following formula:
Client 1: May 2014 FCST = ROUND(AR9*1.05,0), where AR9 is May 2013.

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  1. Table 1 Sample:
  2. Client    MonthValue    YearValue    SumOfItems
  3. Client 1    1             2014            12
  4. Client 2    2             2014            10
  5. Client 1    3             2014            14
  6. Client 2    10            2013            1
  7. Client 1    11            2013            14
  8. Client 2    12            2013            12
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  1. Table 2 Sample:
  2. Client      ForecastMonth      YOY Growth Input
  3. Client 1      5                  0.00%
  4. Client 2      5                  10.00%
  5. Client 1      6                  5.00%
  6. Client 2      6                  2.00%
  7. Client 1      7                  10.00%
  8. Client 2      7                  10.00%
Apr 9 '14 #1
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9 Replies


Seth Schrock
Expert 2.5K+
P: 2,951
I'm not sure what I YOY Growth Rate is, but I think that I can follow your formula. I think that the easiest method would use a DLookup() function. Something like this
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  1. Round([SumOfItems] * DLookup("YOY Growth Input", "Table 2", "Client = " & Client & " And ForecaseMonth = " & MonthValue) + .000001, 0)
This would get you the prediction for the next year. But I believe from your question that you want the prediction for the current year based on last year's value. So, here I do that in a query.
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  1. SELECT Client
  2. , MonthValue
  3. , YearValue
  4. , SumOfItems
  5. , Round(
  6.     DLookup("SumOfItems", "Table 1"
  7.         , "Client = " & Client 
  8.         & " AND MonthValue = " & MonthValue 
  9.         & " AND YearValue = " & YearValue - 1) 
  10.     * DLookup("YOY Growth Input", "Table 2"
  11.         , "Client = " & Client 
  12.         & " And ForecaseMonth = " & MonthValue)
  13.      + .000001, 0) As Prediction
  14. FROM [Table 1]
The trick will be that some of your data won't have a record for the previous year so somewhere you would need to allow for that so that you don't get an error. Without a test database to work on, I'm not sure at which step it would be best to do this, but you would just use the Nz() function to test for a returned null value and assign it a number.
Apr 11 '14 #2

P: 6
YOY is just short for Year over Year. So, if May 2012 is 250 items and May 2013 is 260 items, then the year over year growth rate (YOY Growth Rate0 is 4%). So, in this example, we'd want May of 2014 to be (4% * 260). Now, I'm doing all of my work in a select query. How do I write this code as part of my query?
Apr 11 '14 #3

Seth Schrock
Expert 2.5K+
P: 2,951
So are you predicting or just calculating what the growth was?
Apr 11 '14 #4

P: 6
The growth rate is an input.
Apr 21 '14 #5

Seth Schrock
Expert 2.5K+
P: 2,951
So you input the growth rate and then predict next years amount based on this year?
Apr 22 '14 #6

P: 6
Yes.

Client 1:
May 2014 = May 2013 * (YOY Growth Rate)
Jun 2014 = Jun 2013 * (YOY Growth Rate)
Jul 2014 = Jul 2013 * (YOY Growth Rate)

Client 2:
May 2014 = May 2013 * (YOY Growth Rate)
Jun 2014 = Jun 2013 * (YOY Growth Rate)
Jul 2014 = Jul 2013 * (YOY Growth Rate)
Apr 22 '14 #7

P: 6
Table 1 Variables:
Client Name
Forecast Month
Forecast Year
YOY Growth Rate

Table 2 Variables (this table contains all of the historical actuals by month by client):
Client Name
Actuals Month
Actuals Year
Items

Does that make sense?
Apr 22 '14 #8

P: 6
So, I just want the output to be all "future months" of 2014 by Client by month.
Apr 22 '14 #9

zmbd
Expert Mod 5K+
P: 5,397
taking a look at your example data... how are you handling months that are in table 2 and NOT in table 1.

You can group by client, then month, and use a join on the client+month to return the factor; however, that will only work if you have a corresponding month. You could still use a loopup (yuck) to find the closest month to the target month.
Apr 22 '14 #10

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