Trend analysis is crucial for uncovering strengths and weaknesses, as well as providing insights into growth and performance. Here, we will look at the performance of sales organizations and analyze sales trends over a 3-month period. We will work from an existing summary, identify the relevant rows, measures, and columns, set active measures, and apply conditional formatting.

To follow along, watch the video below and load Sales Lesson 4.dpwx from Sales and Inventory.zip.

Be sure to check the file paths in the workspace beforehand.