How to Calculate Trend Analysis in Excel – 3 Easy Methods

The following dataset contains three columns: Month, Cost, and Sales.

Method 1. Using the TREND Function to Calculate Trend Analysis in Excel

This is the sample data. There are two columns: Month and Sales.

Steps:

• Select a different cell (D5, here) to calculate the Trend analysis.
• Enter this formula.

• Press ENTER or CTRL+SHIFT+ENTER.

This is the output.

To forecast Sales for the Months of July and August:

• Select a different cell (D11, here) to calculate the Trend analysis.
• Enter this formula.

• Press ENTER.

This is the output.

Read More: How to Add Trendline in Excel Online

Method 2 – Using the Excel Charts Group

Steps:

• Select the data. Here, C4:D10.
• Go to the Insert tab.

• Select the Charts group and click 2-D Line >>Select a feature (Line with Markers, here).

• Select the chart.
• In Chart Design >> choose Select Data.

In the Select Data Source dialog box:

• Select Edit to include Axis Labels.

In the Axis Labels dialog box:

• Select the Axis label range. Here, B5:B10.
• Click OK.

• Click OK on the Select Data Source box.

The data chart will be displayed.

• Click the + icon.
• In Trendline >> select Linear Forecast.

In the Add Trendline dialog box:

• Select Cost.
• Click OK.

The forecast Trendline for Cost is displayed.

Apply the same process to find the Trendline for Sales.

• Click the + icon.
• In Trendline >> select Linear Forecast.

In the Add Trendline dialog box.

• Select Sales.
• Click OK.

The forecast Trendline for Sales is displayed.

• Click the Trendline you want to format.
• Choose Trendline Options. Here, line width was changed.

This is the output.

Method 3 – Applying a Generic Formula to Calculate Trend Analysis

The following dataset contains two columns: Year and Sales.

Steps:

• Select a different cell (D6, here) to calculate the Change in Amount.
• Enter this formula.

In this formula a simple subtraction (current year 2013- previous year 2012) is applied to get the Change in Amount.

• Press ENTER to see the value in the Change in Amount column.
• Drag the Fill Handle to AutoFill the rest of the cells (D7:D10).

This is the output.

To see the Percentage Change:

• Select a different cell (E6, here) to calculate the Percentage Change.
• Enter this formula.

In this formula, a simple division is applied (Change in Amount by the previous year 2012) to get the Percentage Change.

• Press ENTER to see the value in the Percentage Change column.
• Drag the Fill Handle to AutoFill the rest of the cells (E7:E10).

This is the output.

• Select the range E5:E10.
• In the Home tab >> select Number and choose Percentage %.

The result is displayed in Percentage.

Calculating Trend Analysis for Multiple Sets of Variables

Steps:

• Select a different cell (E5, here) to calculate the Trend analysis.
• Enter this formula.

• Press ENTER.

This is the output.

To forecast the Sales for the months of July and August:

• Select a different cell (E11, here) to calculate the Trend analysis of the forecast value.
• Enter this formula.

• Press ENTER.

This is the output.

Practice Section

Now, you can practice.

Download Practice Workbook

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• How to Draw Best Fit Line in Excel
• How to Insert Trendline in an Excel Cell
• How to Create Trend Chart in Excel
• How to Create Monthly Trend Chart in Excel
• How to Calculate Trend Percentage in Excel

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