Conditional sum based on X date

Gonzo346

New Member
Joined
Aug 31, 2009
Messages
11
Dear all, I can't think of a workaround for this issue;

I have a table with an allocated monthly budget (Jan=4; Feb=2; Mar=3; Apr=10) and want a formula to find out which is my Year to date x budget. For example; in Jan, the sum would be 4; in Feb would be 4+2=6; Mar 4+2+3=9, etc.

Any ideas which may point me to the right "thinking" direction would be greatly welcome.
Cheers and a great weekend
G
 

Excel Facts

How to change case of text in Excel?
Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney
Makes sure row 1 contains actual dates (1/1/11,1/2/11 etc) rather than text("Jan","Feb)

Excel Workbook
ABCDEFGHIJKLMN
1Jan 11Feb 11Mar 11Apr 11May 11Jun 11Jul 11Aug 11Sep 11Oct 11Nov 11Dec 11*YTD
24231025893498*19
Sheet1
 
Upvote 0
Or,

<b>Excel 2007</b><table cellpadding="2.5px" rules="all" style=";background-color: #FFFFFF;border: 1px solid;border-collapse: collapse; border-color: #A6AAB6"><colgroup><col width="25px" style="background-color: #E0E0F0" /><col /><col /><col /><col /></colgroup><thead><tr style=" background-color: #E0E0F0;text-align: center;color: #161120"><th></th><th>A</th><th>B</th><th>C</th><th>D</th></tr></thead><tbody><tr ><td style="color: #161120;text-align: center;">1</td><td style="font-weight: bold;;">Month</td><td style="font-weight: bold;;">Allocated Budget</td><td style="font-weight: bold;text-align: right;;"></td><td style=";">Cuurent Month</td></tr><tr ><td style="color: #161120;text-align: center;">2</td><td style=";">Jan</td><td style="text-align: right;;">4</td><td style="text-align: right;;"></td><td style="text-align: right;;">Apr, 2011</td></tr><tr ><td style="color: #161120;text-align: center;">3</td><td style=";">Feb</td><td style="text-align: right;;">2</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">4</td><td style=";">Mar</td><td style="text-align: right;;">3</td><td style="text-align: right;;"></td><td style="font-weight: bold;;">YTD Budget</td></tr><tr ><td style="color: #161120;text-align: center;">5</td><td style=";">Apr</td><td style="text-align: right;;">10</td><td style="text-align: right;;"></td><td style="text-align: right;;">19</td></tr><tr ><td style="color: #161120;text-align: center;">6</td><td style=";">May</td><td style="text-align: right;;">14</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">7</td><td style=";">Jun</td><td style="text-align: right;;">5</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">8</td><td style=";">Jul</td><td style="text-align: right;;">8</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">9</td><td style=";">Aug</td><td style="text-align: right;;">16</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">10</td><td style=";">Sep</td><td style="text-align: right;;">3</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">11</td><td style=";">Oct</td><td style="text-align: right;;">6</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">12</td><td style=";">Nov</td><td style="text-align: right;;">9</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr><tr ><td style="color: #161120;text-align: center;">13</td><td style=";">Dec</td><td style="text-align: right;;">4</td><td style="text-align: right;;"></td><td style="text-align: right;;"></td></tr></tbody></table><p style="width:3.6em;font-weight:bold;margin:0;padding:0.2em 0.6em 0.2em 0.5em;border: 1px solid #A6AAB6;border-top:none;text-align: center;background-color: #E0E0F0;color: #161120">Sheet1</p><br /><br /><table width="85%" cellpadding="2.5px" rules="all" style=";border: 2px solid black;border-collapse:collapse;padding: 0.4em;background-color: #FFFFFF" ><tr><td style="padding:6px" ><b>Worksheet Formulas</b><table cellpadding="2.5px" width="100%" rules="all" style="border: 1px solid;text-align:center;background-color: #FFFFFF;border-collapse: collapse; border-color: #A6AAB6"><thead><tr style=" background-color: #E0E0F0;color: #161120"><th width="10px">Cell</th><th style="text-align:left;padding-left:5px;">Formula</th></tr></thead><tbody><tr><th width="10px" style=" background-color: #E0E0F0;color: #161120">D2</th><td style="text-align:left">=TODAY(<font color="Blue"></font>)</td></tr><tr><th width="10px" style=" background-color: #E0E0F0;color: #161120">D5</th><td style="text-align:left">=SUM(<font color="Blue">B2:INDEX(<font color="Red">B2:B13,MONTH(<font color="Green">D2</font>)</font>)</font>)</td></tr></tbody></table></td></tr></table><br />
Format D2, mmm, yyyy
 
Last edited:
Upvote 0
Niel, Hasseb. Thanks a MILLION.
Still can't believe it took you guys 11 minutes from my post to provide 2 great answers.
Cheers again,
G
 
Upvote 0

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