Automate YTD Calculation

kk111

New Member
Joined
Sep 24, 2013
Messages
7
Hi,
I have the table below and I am trying to automate the YTD calculation.
Does anyone have a suggestion for doing this?
Thank you!!!
Kt111

Jan
1
Feb
1
Mar
1
Qtr 1
3
Apr
1
May
1
Jun
1
Qtr 2
3
Jul
1
Aug
1
Sep
1
Qtr 3
3
Oct
1
Nov
1
Dec
1
Qtr 4
3
YTD
NEED TO AUTOMATE

<TBODY>
</TBODY>
 

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Thank you very much for your response.
First, I needed to change all semicolons to commas.

Once I did that, I did not get the correct result. I only got "2" vs. the expected "10" (jan through oct).
Also, will this formula skip the quarters? Or, is it going to include the quarters when it sums down? I do not want to be duplicative when summing.
 
Last edited:
Upvote 0
now without the Qtr Values

=SUM(B1:INDEX(B1:B16;MATCH(TEXT(TODAY();"MMM");A1:A16;0);1))-SUMIF(A1:INDEX(B1:B16;MATCH(TEXT(TODAY();"MMM");A1:A16;0);1);"Qtr*";B1:B16)

this evaluates to 10 for me
replace the ; with commas I have dutch regional settings and have to use the ;
 
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