While we could tell you what we consider to be the definition of YoY, as this appears to be a request for a client of yours, I highly recommend that you ask them to clarify their definition. You don't want to use a workbook from one of us based on our own understanding of YoY if that's not what your client wants.
Once you've confirmed their definition, then we'll be able to help. Although it is also recommended that you share a mock workbook for us to help you with, including dummy data if your actual data is sensitive.
Yeah, you are right . But can you give me an overall overview how yoy is calculated in general if you gone through my scenarios.
Even Business analysts are unable to give satisfactory answers for the scenarios faced. Can you share your experiences regarding YOY as per your understanding
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Sure, in my opinion, if I'm looking at YoY comparisons, I'm comparing the current value vs the value from 12 months ago. In your first scenario, if you were reporting on YoY numbers in March 2018, then you'd be comparing sales from March 2018 to the sales in March 2017.
Same thing in your 2nd scenario - if you're calculating 2017 YoY values then you'll take the value for your specific point in time (whether it's a quarter, month, week, or even a day) and compare it to that same exact point in 2016 - for example YoY for April 2017 would compare against April 2016, or YoY for Q2 in 2017 would compare to Q2 in 2016.
If they want a rolling-12 month calculation - which would be the total for the previous 12 months, compared to that same value for the previous year, that's different in my opinion than YoY.