ytd

  1. H

    YTD Data from Monthly Input

    I'm working on a quarterly Board report which i'm trying to set up so that you don't have to amend any of the data when you open it. Currently there is a month-by-month break down of all the figures in one worksheet, then the report itself is on a different worksheet. Is there a formula that...
  2. J

    Sumproduct with Multiple Rows and Columns

    Hi guys, Although I've been reading for a number of years, this is my first post. Please bear with me if I do something incorrectly. I have a workbook that is basically taking invoices and rolling them up by date, truck number, and expense type. The problem is there can be multiple invoices...
  3. O

    Using excel to generate reports from a Trial Balance

    I am looking for some ideas. I am not happy with the reporting features associated with my accounting software. So I would like to instead download a trail balance to excel each month and generate standard reports from that trial balance. Each month, I will want to update the trial balance...
  4. C

    How to get YTD costs with criteria?

    https://ibb.co/H4rCTQS I am looking for formula that will calculate YDT expentitures as sum of invoice amount minus upcoming column for each vendor. Additionally, I am seeking the YTD for each vendors by FY and quarter (above the orange field).:)
  5. danhendo888

    Help with dynamic (?) formula for adding values

    https://1drv.ms/x/s!AvjBsEPEq12ngT4paIVYB5-Ol3Y2?e=XitD7z Hi guys, I have monthly revenue data that I want to add (YTD figure) Need a formula whose output updates based on say if I choose YTD May. Then it should add months 1 to 5 for the year. How would you approach this solution?
  6. D

    Formula to project target % needed by month to achieve goal based on current % achievement

    Hi there, I am new here an hoping someone can help me! I originally posted in another forum but no one answered? Maybe I am ding something wrong? I need this formula for a presentation I have to do next week, please help!!!! I am in need f a formula to help me project the target % I would...
  7. R

    YTD Sum

    Firstly, apologies for no dropbox/image - both methods are banned on my company server. Criteria - Columns B4:B11 with Project 1, Project 2, Project 3...Project 8 - (Actuals) Columns C3:N3 (Apr 20 through to Mar 21) - (Budget) Columns O3:Z3 (Apr 20 through to Mar 21) - Current month (Jul 20) =...
  8. N

    SUMPRODUCT question

    Hi all, I have a data in Table 1 looking like below and I've been trying to get the sum of all May YTD and May YTG amounts (to put in Table 2) for each store by using SUMPRODUCT but i keep getting #N/As. The formula I came up with is (for example, i want to get the figure for Store A)...
  9. A

    Need to Have MTD and YTD Calculations at the same time in a Single Pivot Table

    Dear Forum, I have a report where I need to show the Sales Performance in the MTD as well as YTD format. MTD- Month TO Date and YTD- Year To Date Numbers in the same report. I have a certain number of Files for a period beginning from 1-Jan-17 till 31-Mar-19. In India we refer the business from...
  10. B

    Ranking Help

    Hi There, I am trying to get a weighted ranking that uses dollars as the highest weighting. We are looking at a list or items and evaluating their weeks spent below their intend MSRP and wanted to rank them by importance using a count of the weeks below MSRP and their YTD Sales to rank them...
  11. S

    Change month automatically in pivot table

    I have many sales pivot tables showing columns of Current year, last year and plans. Last year and plan data is from Jan to Dec and actuals pasting each month. Now when I refresh to get YTD Apr results for example I need to select Apr manually in each pivot to change the YTD result Is there...
  12. L

    YTD Tab Data

    I have a Spreadsheet with 13 Tabs. Each month and a YTD. On each month lets say I have columns.... Hours...Revenue...Average (there is actually about 35 Columns of Info) I enter the data each day. At the bottom there is a row for monthly totals. I want to Transfer the Monthly Total Row to...
  13. G

    Highlight specific cells in an excel chart

    Is it possible to highlight a specific column in an excel chart? I have several months of data and I only want to highlight ytd. This is the data listed below the bar chart Sep-18 Oct-18 Nov-18 Dec-18 YTD 10.8% 9.3% 4.4% 11.2% 8.7% Thank you
  14. G

    Calculating YTD Sales

    What is an easy way to calculate YTD sales for last year for the same months that have sales this year? In the example below, I want a formula that will determine that we are 4 months into this year, and only add the first 4 months of last year so that we have a YTD comparison. In this...
  15. S

    Need SUMIF/SUMPRODUCT formula with criteria in non-consecutive columns

    Excel masters, I need your help! I'm doing a monthly variance analysis and need a year-to-date formula that will calculate only columns that have monthly actuals populated in them. For example, I have 3 columns for each month (actuals/budget/variance) and a total year-to-date at the end...
  16. C

    Conditional Formatting of a stacked chart that adds YTD totals

    Trying to Conditional format a Stacked graph for a YTD total. Sample data is below: <tbody> Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Target 506 476 491 495 501 489 508 503 519 487...
  17. C

    Conditional Formatting of a stacked chart that adds YTD totals

    I have a stacked chart that needs conditional formatting dependent on YTD totals. Actuals under YTD Target are formatted Green and over YTD target are formatted Red. The Problem I'm having with the conditional formatting is when a YTD total crosses from Under to Over the Target (or Vice a...
  18. D

    Formula for automatically adding up year to date total for specific item

    https://imgur.com/a/LMZiMhH <------ Example image of the spreadsheet I use Each week I pull sales data and add to a report. On the top of the report, I have cell designated that the user can type in the week of the year, and the spreadsheet will update to reflect the data for that particular...
  19. L

    Opening an earlier file cause certain links to show old value

    Hi all, I have an Excel file for the month end where I compare the data from this month to last year, for the actual month and year-to-date. When I open an earlier Excel file, certain links don't show the correct value anymore, I have to reopen the source file so that the correct value shows up...
  20. R

    YTD calculation

    Please see the file attached I want to input a formula in cell C5 which will sum data from C2 through to G2. If Mar is selected in C4 then cells C2 to E2 should be added https://drive.google.com/open?id=1g38lnSEv13xtBiWygeUWddjIRLmTPzLP The second argument of the sum function should be...

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