ytd

Hello, I'm trying to build a formula that sums up the YTD budget using an account and a date. I got the MTD budget using the following: =INDEX(A1:G4,MATCH(A7,A1:A4,0),MATCH(A6,A1:G1,0)) How do I sum the January through May amounts using 2 variables? <tbody> 1/31/18 2/28/18 3/31/18...

Hi all, I am trying to do a SUMIF so that YTD for last year matches this year. So in this example I want the SUM of Jan/Feb 2018 vs SUM of Jan/Feb 2017 to show in my totals at the bottom. I have a formula that works except it falls apart when I have a zero for a month that should be included...

Hi, My company financial year is May - Apr (subsequent year). Please refer case below, I have 2 sheets of data. For the budget column (E5), what sumproduct formula should I use to calculate that with criterias (month May-17 to Jan-18 (sheet 1, B1 to C1) and with channel (sheet 1, A5). I use...

Hi, This is a two part question: 1) I want to be able to calculate a cumulative (running) percentage of growth/loss between the current date and the first date. The formula I'm using (=D85*(365/A86-A2, where D85=39.48, A86=Today(), and A2=1.1.17) is yielding an incorrect response of 3958.85%...

Hello, I'm making the schedule for my employees and I was wondering if there is a macro that would automatically create a tab with a template for the next week and rename that tab with the date of that week. Thank you <tbody> Mon Tue Wed Thu Fri Sat Sun 1/1/2018 1/2/2018...

Does anyone know what the R means when used like this: R4Q We all know there about 2017 YTD (Year To Date) or Q4 QTD (Quarter To Date) no idea what the R would be for. Anyone? Thanks Julie

Hi All, The code below reviews each row and returns "ERROR" in column P if the sum of the MONTHS does not equal the hard number stated in YTD; if the numbers match the code just moves on to the next row for evaluation. The code works perfectly EXCEPT when the sum total and the YTD ends with...

Hello all! I am trying to create a SUMIFS statement that will use drop-down box values to select sum totals in a pivot table by Period (P1 - P6) for all categories from A:E. Excel 2013/2016 <tbody> A B C D E F G H I J K 1 Values 2 Factory Node Cost Center Description Secondary...

Hi, I have a database which captures quite a bit of data, among them financial transactions. At the beginning of each month a number of reports are generated for the previous month's transactions, most of which are exported to Excel and works perfectly. We have now been given an annual...

What formula can I use to sum year-to-date data when I update the "Current Month" as my criteria? Current Month: MAR <colgroup><col span="12"><col></colgroup><tbody> JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD Total 100 150 150 100 100 150 150 100 100 150 150 100 ...

Hi I’m trying to make an cumulative sum of production quantities throughout the year. I have created a DAX measure in PowerPivot that works fine on the totals as illustrated in the below table, however, on the detailed level I get blanks which causes issues when I want to compare the YTD...

Need some help. Am applying conditional formatting based on RAG rating (Red, Amber & Green) data, and it is working, but when it comes to YTD, the conditional formatting doesnt work as expected. The conditional formatting based on colours for YTD uses the YTD calculation but I want it to use the...

I am trying to create multiple workbooks by replacing 5 cells of data (from another workbook) to reflect a new employee's information and save under that person's name. I am a bit out of my league here. I recorded a macro by copying/pasting data from the source workbook that is storing the...

So...I'm using a CALCULATE formula as a measure in a Pivot Table to (forgive me) calculate a cumulative YTD rate. It works just fine. Almost too fine. The problem is it repeats the last (again, forgive me) calculation for the rest of the year. In other words, My data stops in August and you...

This is probably very basic but I'm struggling with it. I have monthly financials from 2016 to 2017. January 2016:December 2017. I would like to be able to pull YTD figures based on Month and Year. A1: Month: Feb A2: Year: 2017 In A3 I would have Sum of YTD Feb 2017. If I change A2 to...

Hello Mr Excel geniuses! I need some help figuring out something that is probably pretty simple. I have a workbook with a sheet for each of 9 subs that has monthly hours for two locations, a sheet that lists all subs and sums their monthly hours together, and a master that shows each subs...

I need to a ROY sum based on a month number input criteria. I set up my YTD already: =SUM(A2:INDEX(A2:L2,7)) with 7 meaning July. However I then need another formula to calculate August-December ROY. My YTD formula is counting down from the top, its almost like I need to count up from the...

how to calculate YTD with 2 criterias (i.e. heading is the month from B1 to M1 and Specific Code in the column A2 TO A10) Example A2 – A10 has name of the fruits B1 to M1 has Jan to Dec Each fruit has a value from Jan – Dec entered in B2 – M10 I want to get the YTD total of fruit if I...

Hello Power BI forum! I am trying to develop a PowerPivot based Income Statement report (my previous version is a Power Query table with SUMIFS but that has become extremely slow with 20k records of data - this is mistery to me too) and I cannot figure out how to filter YTD periods with slicer...

I am currently working on a controlling dashboard for SharePoint, but have to figure out the formulas in Excel first. I want to compare a YTD planned value (B4) with a YTD actual value (C4) and of that number insert a traffic light showing the YTD status vs. the plan. Below you see the logic...