To create a consolidated view of the Quarterly Trends Report:
Open the Portfolio Trends – Quarterly Report and Export to Excel. This is File 1.
Change the As of Date and click Recalculate so that the report contains a new range of dates.
Export this report to Excel as well. This is File 2.
Open both of the Excel files.
In File 2, add 5 new columns to the left of the last column on the right.
Copy and paste the data from File 1 into the additional columns in File 2.
In the first row of the % Change column insert the formula to calculate the change:
x = the value in the most recent quarter end
y = the value in the oldest quarter end
Copy this formula and paste as a formula into all the other cells in this column.