Hi, this is my sample sheet, I need YTD total in each column by product once the month name changes. below is my data set, please can you advise which formula will work for YTD Net sales calculation and also for Quarter to date Net Sales figures.
I need YTD total in each column by product once the month name changes.
sample.xlsx | ||||||
---|---|---|---|---|---|---|
A | B | C | D | |||
1 | Mar | |||||
2 | Net Sales | |||||
3 | YTD | Act 2021 | Bud 2021 | Act 2020 | ||
4 | Product A | |||||
5 | product B | |||||
6 | Product C | |||||
7 | Product D | |||||
8 | ||||||
9 | ||||||
10 | ||||||
11 | ||||||
12 | Product | Year | Month | Net Sales | ||
13 | Product A | Act 2020 | Jan | 100 | ||
14 | product B | Act 2020 | Jan | 150 | ||
15 | Product C | Act 2020 | Jan | 120 | ||
16 | Product D | Act 2020 | Jan | 180 | ||
17 | Product A | Act 2020 | Feb | 80 | ||
18 | product B | Act 2020 | Feb | 50 | ||
19 | Product C | Act 2020 | Feb | 70 | ||
20 | Product D | Act 2020 | Feb | 90 | ||
21 | Product A | Act 2020 | Mar | 78 | ||
22 | product B | Act 2020 | Mar | 86 | ||
23 | Product A | Act 2021 | Jan | 90 | ||
24 | product B | Act 2021 | Jan | 78 | ||
25 | Product C | Act 2021 | Jan | 86 | ||
26 | Product D | Act 2021 | Jan | 120 | ||
27 | Product A | Act 2021 | Feb | 110 | ||
28 | product B | Act 2021 | Feb | 100 | ||
29 | Product C | Act 2021 | Feb | 150 | ||
30 | Product D | Act 2021 | Feb | 120 | ||
31 | Product A | Act 2021 | Mar | 180 | ||
32 | product B | Act 2021 | Mar | 80 | ||
33 | Product C | Act 2021 | Mar | 50 | ||
34 | Product D | Act 2021 | Mar | 70 | ||
35 | Product A | Act 2021 | Apr | 90 | ||
36 | product B | Act 2021 | Apr | 78 | ||
37 | Product C | Act 2020 | Mar | 120 | ||
38 | Product D | Act 2020 | Mar | 110 | ||
39 | Product A | Act 2020 | Apr | 100 | ||
40 | product B | Act 2020 | Apr | 150 | ||
41 | Product C | Act 2020 | Apr | 120 | ||
42 | Product D | Act 2020 | Apr | 180 | ||
43 | Product A | Act 2020 | May | 80 | ||
44 | product B | Act 2020 | May | 50 | ||
45 | Product C | Act 2020 | May | 70 | ||
46 | Product D | Act 2020 | May | 90 | ||
47 | Product A | Act 2020 | Jun | 78 | ||
48 | product B | Act 2020 | Jun | 86 | ||
49 | Product C | Act 2020 | Jun | 120 | ||
50 | Product D | Act 2020 | Jun | 110 | ||
51 | Product C | Act 2021 | Apr | 86 | ||
52 | Product D | Act 2021 | Apr | 120 | ||
53 | Product A | Act 2021 | May | 110 | ||
54 | product B | Act 2021 | May | 90 | ||
55 | Product C | Act 2021 | May | 78 | ||
56 | Product D | Act 2021 | May | 86 | ||
57 | Product A | Act 2021 | Jun | 120 | ||
58 | product B | Act 2021 | Jun | 110 | ||
59 | Product C | Act 2021 | Jun | 100 | ||
60 | Product D | Act 2021 | Jun | 150 | ||
61 | Product A | Bud 2021 | Jan | 110 | ||
62 | product B | Bud 2021 | Jan | 100 | ||
63 | Product C | Bud 2021 | Jan | 150 | ||
64 | Product D | Bud 2021 | Jan | 120 | ||
65 | Product A | Bud 2021 | Feb | 180 | ||
66 | product B | Bud 2021 | Feb | 80 | ||
67 | Product C | Bud 2021 | Feb | 50 | ||
68 | Product D | Bud 2021 | Feb | 70 | ||
69 | Product A | Bud 2021 | Mar | 90 | ||
70 | product B | Bud 2021 | Mar | 78 | ||
71 | Product C | Bud 2021 | Mar | 86 | ||
72 | Product D | Bud 2021 | Mar | 120 | ||
73 | Product A | Bud 2021 | Apr | 110 | ||
74 | product B | Bud 2021 | Apr | 90 | ||
75 | Product C | Bud 2021 | Apr | 78 | ||
76 | Product D | Bud 2021 | Apr | 86 | ||
77 | Product A | Bud 2021 | May | 120 | ||
78 | product B | Bud 2021 | May | 110 | ||
79 | Product C | Bud 2021 | May | 100 | ||
80 | Product D | Bud 2021 | May | 150 | ||
81 | Product A | Bud 2021 | Jun | 110 | ||
82 | product B | Bud 2021 | Jun | 100 | ||
83 | Product C | Bud 2021 | Jun | 150 | ||
84 | Product D | Bud 2021 | Jun | 120 | ||
Sheet1 |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
A1 | List | Jan,Feb,Mar,Apr,May,Jun |
sample.xlsx | ||||||
---|---|---|---|---|---|---|
A | B | C | D | |||
1 | Mar | |||||
2 | Net Sales | |||||
3 | YTD | Act 2021 | Bud 2021 | Act 2020 | ||
4 | Product A | |||||
5 | product B | |||||
6 | Product C | |||||
7 | Product D | |||||
8 | ||||||
9 | ||||||
10 | ||||||
11 | ||||||
12 | Product | Year | Month | Net Sales | ||
13 | Product A | Act 2020 | Jan | 100 | ||
14 | product B | Act 2020 | Jan | 150 | ||
15 | Product C | Act 2020 | Jan | 120 | ||
16 | Product D | Act 2020 | Jan | 180 | ||
17 | Product A | Act 2020 | Feb | 80 | ||
18 | product B | Act 2020 | Feb | 50 | ||
19 | Product C | Act 2020 | Feb | 70 | ||
20 | Product D | Act 2020 | Feb | 90 | ||
21 | Product A | Act 2020 | Mar | 78 | ||
22 | product B | Act 2020 | Mar | 86 | ||
23 | Product A | Act 2021 | Jan | 90 | ||
24 | product B | Act 2021 | Jan | 78 | ||
25 | Product C | Act 2021 | Jan | 86 | ||
26 | Product D | Act 2021 | Jan | 120 | ||
27 | Product A | Act 2021 | Feb | 110 | ||
28 | product B | Act 2021 | Feb | 100 | ||
29 | Product C | Act 2021 | Feb | 150 | ||
30 | Product D | Act 2021 | Feb | 120 | ||
31 | Product A | Act 2021 | Mar | 180 | ||
32 | product B | Act 2021 | Mar | 80 | ||
33 | Product C | Act 2021 | Mar | 50 | ||
34 | Product D | Act 2021 | Mar | 70 | ||
35 | Product A | Act 2021 | Apr | 90 | ||
36 | product B | Act 2021 | Apr | 78 | ||
37 | Product C | Act 2020 | Mar | 120 | ||
38 | Product D | Act 2020 | Mar | 110 | ||
39 | Product A | Act 2020 | Apr | 100 | ||
40 | product B | Act 2020 | Apr | 150 | ||
41 | Product C | Act 2020 | Apr | 120 | ||
42 | Product D | Act 2020 | Apr | 180 | ||
43 | Product A | Act 2020 | May | 80 | ||
44 | product B | Act 2020 | May | 50 | ||
45 | Product C | Act 2020 | May | 70 | ||
46 | Product D | Act 2020 | May | 90 | ||
47 | Product A | Act 2020 | Jun | 78 | ||
48 | product B | Act 2020 | Jun | 86 | ||
49 | Product C | Act 2020 | Jun | 120 | ||
50 | Product D | Act 2020 | Jun | 110 | ||
51 | Product C | Act 2021 | Apr | 86 | ||
52 | Product D | Act 2021 | Apr | 120 | ||
53 | Product A | Act 2021 | May | 110 | ||
54 | product B | Act 2021 | May | 90 | ||
55 | Product C | Act 2021 | May | 78 | ||
56 | Product D | Act 2021 | May | 86 | ||
57 | Product A | Act 2021 | Jun | 120 | ||
58 | product B | Act 2021 | Jun | 110 | ||
59 | Product C | Act 2021 | Jun | 100 | ||
60 | Product D | Act 2021 | Jun | 150 | ||
61 | Product A | Bud 2021 | Jan | 110 | ||
62 | product B | Bud 2021 | Jan | 100 | ||
63 | Product C | Bud 2021 | Jan | 150 | ||
64 | Product D | Bud 2021 | Jan | 120 | ||
65 | Product A | Bud 2021 | Feb | 180 | ||
66 | product B | Bud 2021 | Feb | 80 | ||
67 | Product C | Bud 2021 | Feb | 50 | ||
68 | Product D | Bud 2021 | Feb | 70 | ||
69 | Product A | Bud 2021 | Mar | 90 | ||
70 | product B | Bud 2021 | Mar | 78 | ||
71 | Product C | Bud 2021 | Mar | 86 | ||
72 | Product D | Bud 2021 | Mar | 120 | ||
73 | Product A | Bud 2021 | Apr | 110 | ||
74 | product B | Bud 2021 | Apr | 90 | ||
75 | Product C | Bud 2021 | Apr | 78 | ||
76 | Product D | Bud 2021 | Apr | 86 | ||
77 | Product A | Bud 2021 | May | 120 | ||
78 | product B | Bud 2021 | May | 110 | ||
79 | Product C | Bud 2021 | May | 100 | ||
80 | Product D | Bud 2021 | May | 150 | ||
81 | Product A | Bud 2021 | Jun | 110 | ||
82 | product B | Bud 2021 | Jun | 100 | ||
83 | Product C | Bud 2021 | Jun | 150 | ||
84 | Product D | Bud 2021 | Jun | 120 | ||
Sheet1 |
Cells with Data Validation | ||
---|---|---|
Cell | Allow | Criteria |
A1 | List | Jan,Feb,Mar,Apr,May,Jun |
Can you give some examples of results and Whyas i need YTD total for specific month
Book2 | |||||||
---|---|---|---|---|---|---|---|
A | B | C | D | E | |||
1 | Mar | 3 | |||||
2 | Net Sales | ||||||
3 | YTD | Act 2021 | Bud 2021 | Act 2020 | |||
4 | Product A | 380 | 380 | 258 | |||
5 | product B | 258 | 258 | 286 | |||
6 | Product C | 286 | 286 | 310 | |||
7 | Product D | 310 | 310 | 380 | |||
8 | |||||||
9 | |||||||
10 | |||||||
11 | |||||||
12 | Product | Year | Month | Net Sales | Month No. | ||
13 | Product A | Act 2020 | Jan | 100 | 1 | ||
14 | product B | Act 2020 | Jan | 150 | 1 | ||
15 | Product C | Act 2020 | Jan | 120 | 1 | ||
16 | Product D | Act 2020 | Jan | 180 | 1 | ||
17 | Product A | Act 2020 | Feb | 80 | 2 | ||
18 | product B | Act 2020 | Feb | 50 | 2 | ||
19 | Product C | Act 2020 | Feb | 70 | 2 | ||
20 | Product D | Act 2020 | Feb | 90 | 2 | ||
21 | Product A | Act 2020 | Mar | 78 | 3 | ||
22 | product B | Act 2020 | Mar | 86 | 3 | ||
23 | Product A | Act 2021 | Jan | 90 | 1 | ||
24 | product B | Act 2021 | Jan | 78 | 1 | ||
25 | Product C | Act 2021 | Jan | 86 | 1 | ||
26 | Product D | Act 2021 | Jan | 120 | 1 | ||
27 | Product A | Act 2021 | Feb | 110 | 2 | ||
28 | product B | Act 2021 | Feb | 100 | 2 | ||
29 | Product C | Act 2021 | Feb | 150 | 2 | ||
30 | Product D | Act 2021 | Feb | 120 | 2 | ||
31 | Product A | Act 2021 | Mar | 180 | 3 | ||
32 | product B | Act 2021 | Mar | 80 | 3 | ||
33 | Product C | Act 2021 | Mar | 50 | 3 | ||
34 | Product D | Act 2021 | Mar | 70 | 3 | ||
35 | Product A | Act 2021 | Apr | 90 | 4 | ||
36 | product B | Act 2021 | Apr | 78 | 4 | ||
37 | Product C | Act 2020 | Mar | 120 | 3 | ||
38 | Product D | Act 2020 | Mar | 110 | 3 | ||
39 | Product A | Act 2020 | Apr | 100 | 4 | ||
40 | product B | Act 2020 | Apr | 150 | 4 | ||
41 | Product C | Act 2020 | Apr | 120 | 4 | ||
42 | Product D | Act 2020 | Apr | 180 | 4 | ||
43 | Product A | Act 2020 | May | 80 | 5 | ||
44 | product B | Act 2020 | May | 50 | 5 | ||
45 | Product C | Act 2020 | May | 70 | 5 | ||
46 | Product D | Act 2020 | May | 90 | 5 | ||
47 | Product A | Act 2020 | Jun | 78 | 6 | ||
48 | product B | Act 2020 | Jun | 86 | 6 | ||
49 | Product C | Act 2020 | Jun | 120 | 6 | ||
50 | Product D | Act 2020 | Jun | 110 | 6 | ||
51 | Product C | Act 2021 | Apr | 86 | 4 | ||
52 | Product D | Act 2021 | Apr | 120 | 4 | ||
53 | Product A | Act 2021 | May | 110 | 5 | ||
54 | product B | Act 2021 | May | 90 | 5 | ||
55 | Product C | Act 2021 | May | 78 | 5 | ||
56 | Product D | Act 2021 | May | 86 | 5 | ||
57 | Product A | Act 2021 | Jun | 120 | 6 | ||
58 | product B | Act 2021 | Jun | 110 | 6 | ||
59 | Product C | Act 2021 | Jun | 100 | 6 | ||
60 | Product D | Act 2021 | Jun | 150 | 6 | ||
61 | Product A | Bud 2021 | Jan | 110 | 1 | ||
62 | product B | Bud 2021 | Jan | 100 | 1 | ||
63 | Product C | Bud 2021 | Jan | 150 | 1 | ||
64 | Product D | Bud 2021 | Jan | 120 | 1 | ||
65 | Product A | Bud 2021 | Feb | 180 | 2 | ||
66 | product B | Bud 2021 | Feb | 80 | 2 | ||
67 | Product C | Bud 2021 | Feb | 50 | 2 | ||
68 | Product D | Bud 2021 | Feb | 70 | 2 | ||
69 | Product A | Bud 2021 | Mar | 90 | 3 | ||
70 | product B | Bud 2021 | Mar | 78 | 3 | ||
71 | Product C | Bud 2021 | Mar | 86 | 3 | ||
72 | Product D | Bud 2021 | Mar | 120 | 3 | ||
73 | Product A | Bud 2021 | Apr | 110 | 4 | ||
74 | product B | Bud 2021 | Apr | 90 | 4 | ||
75 | Product C | Bud 2021 | Apr | 78 | 4 | ||
76 | Product D | Bud 2021 | Apr | 86 | 4 | ||
77 | Product A | Bud 2021 | May | 120 | 5 | ||
78 | product B | Bud 2021 | May | 110 | 5 | ||
79 | Product C | Bud 2021 | May | 100 | 5 | ||
80 | Product D | Bud 2021 | May | 150 | 5 | ||
81 | Product A | Bud 2021 | Jun | 110 | 6 | ||
82 | product B | Bud 2021 | Jun | 100 | 6 | ||
83 | Product C | Bud 2021 | Jun | 150 | 6 | ||
84 | Product D | Bud 2021 | Jun | 120 | 6 | ||
Sheet1 |
Cell Formulas | ||
---|---|---|
Range | Formula | |
B1 | B1 | =MONTH(DATEVALUE(A1&"1")) |
B4:D7 | B4 | =SUMIFS($D$13:$D$84,$A$13:$A$84,$A4,$B$13:$B$84,B$3,$E$13:$E$84,"<="&$B$1) |
E13:E84 | E13 | =MONTH(DATEVALUE(C13&"1")) |
T202106a.xlsm | ||||||
---|---|---|---|---|---|---|
A | B | C | D | |||
1 | Mar | 3 | ||||
2 | Net Sales | |||||
3 | YTD | Act 2021 | Bud 2021 | Act 2020 | ||
4 | Product A | 380 | 380 | 258 | ||
5 | product B | 258 | 258 | 286 | ||
6 | Product C | 286 | 286 | 310 | ||
7 | Product D | 310 | 310 | 380 | ||
8 | ||||||
9 | ||||||
10 | ||||||
11 | ||||||
12 | Product | Year | Month_ | Net Sales | ||
13 | Product A | Act 2020 | Jan | 100 | ||
14 | product B | Act 2020 | Jan | 150 | ||
15 | Product C | Act 2020 | Jan | 120 | ||
16 | Product D | Act 2020 | Jan | 180 | ||
17 | Product A | Act 2020 | Feb | 80 | ||
18 | product B | Act 2020 | Feb | 50 | ||
19 | Product C | Act 2020 | Feb | 70 | ||
20 | Product D | Act 2020 | Feb | 90 | ||
21 | Product A | Act 2020 | Mar | 78 | ||
22 | product B | Act 2020 | Mar | 86 | ||
23 | Product A | Act 2021 | Jan | 90 | ||
24 | product B | Act 2021 | Jan | 78 | ||
25 | Product C | Act 2021 | Jan | 86 | ||
26 | Product D | Act 2021 | Jan | 120 | ||
27 | Product A | Act 2021 | Feb | 110 | ||
28 | product B | Act 2021 | Feb | 100 | ||
29 | Product C | Act 2021 | Feb | 150 | ||
30 | Product D | Act 2021 | Feb | 120 | ||
31 | Product A | Act 2021 | Mar | 180 | ||
32 | product B | Act 2021 | Mar | 80 | ||
33 | Product C | Act 2021 | Mar | 50 | ||
34 | Product D | Act 2021 | Mar | 70 | ||
35 | Product A | Act 2021 | Apr | 90 | ||
36 | product B | Act 2021 | Apr | 78 | ||
37 | Product C | Act 2020 | Mar | 120 | ||
38 | Product D | Act 2020 | Mar | 110 | ||
39 | Product A | Act 2020 | Apr | 100 | ||
40 | product B | Act 2020 | Apr | 150 | ||
41 | Product C | Act 2020 | Apr | 120 | ||
42 | Product D | Act 2020 | Apr | 180 | ||
43 | Product A | Act 2020 | May | 80 | ||
44 | product B | Act 2020 | May | 50 | ||
45 | Product C | Act 2020 | May | 70 | ||
46 | Product D | Act 2020 | May | 90 | ||
47 | Product A | Act 2020 | Jun | 78 | ||
48 | product B | Act 2020 | Jun | 86 | ||
49 | Product C | Act 2020 | Jun | 120 | ||
50 | Product D | Act 2020 | Jun | 110 | ||
51 | Product C | Act 2021 | Apr | 86 | ||
52 | Product D | Act 2021 | Apr | 120 | ||
53 | Product A | Act 2021 | May | 110 | ||
54 | product B | Act 2021 | May | 90 | ||
55 | Product C | Act 2021 | May | 78 | ||
56 | Product D | Act 2021 | May | 86 | ||
57 | Product A | Act 2021 | Jun | 120 | ||
58 | product B | Act 2021 | Jun | 110 | ||
59 | Product C | Act 2021 | Jun | 100 | ||
60 | Product D | Act 2021 | Jun | 150 | ||
61 | Product A | Bud 2021 | Jan | 110 | ||
62 | product B | Bud 2021 | Jan | 100 | ||
63 | Product C | Bud 2021 | Jan | 150 | ||
64 | Product D | Bud 2021 | Jan | 120 | ||
65 | Product A | Bud 2021 | Feb | 180 | ||
66 | product B | Bud 2021 | Feb | 80 | ||
67 | Product C | Bud 2021 | Feb | 50 | ||
68 | Product D | Bud 2021 | Feb | 70 | ||
69 | Product A | Bud 2021 | Mar | 90 | ||
70 | product B | Bud 2021 | Mar | 78 | ||
71 | Product C | Bud 2021 | Mar | 86 | ||
72 | Product D | Bud 2021 | Mar | 120 | ||
73 | Product A | Bud 2021 | Apr | 110 | ||
74 | product B | Bud 2021 | Apr | 90 | ||
75 | Product C | Bud 2021 | Apr | 78 | ||
76 | Product D | Bud 2021 | Apr | 86 | ||
77 | Product A | Bud 2021 | May | 120 | ||
78 | product B | Bud 2021 | May | 110 | ||
79 | Product C | Bud 2021 | May | 100 | ||
80 | Product D | Bud 2021 | May | 150 | ||
81 | Product A | Bud 2021 | Jun | 110 | ||
82 | product B | Bud 2021 | Jun | 100 | ||
83 | Product C | Bud 2021 | Jun | 150 | ||
84 | Product D | Bud 2021 | Jun | 120 | ||
85 | ||||||
4cc |
Cell Formulas | ||
---|---|---|
Range | Formula | |
B1 | B1 | =MONTH(1&A1) |
B4:D7 | B4 | =SUMPRODUCT(Net_Sales,--(Product=$A4),--(Year=B$3),--(MONTH(Month_)<=$B$1)) |
Named Ranges | ||
---|---|---|
Name | Refers To | Cells |
'4cc'!Month_ | ='4cc'!$C$13:$C$84 | B4:D7 |
'4cc'!Net_Sales | ='4cc'!$D$13:$D$84 | B4:D7 |
'4cc'!Product | ='4cc'!$A$13:$A$84 | B4:D7 |
'4cc'!Year | ='4cc'!$B$13:$B$84 | B4:D7 |