Need help with YTD formula - 2 Part Question for simple Spread Sheet

[DataValidator]

Hi Everyone,

It would be awesome, if someone can help me with a two part excel question:

I have a simple spreadsheet showing budget/actual numbers in columns for January through December per individual line items in column A (Data Tab). Each month, actual /budget numbers will be entered for that month. I want to create a formula to calculate YTD totals by figuring out which month it is (D7 in Summary Tab) and summing the correct totals for each month per line item. In other words, if May actuals have been entered, I want the year-to-date formula to contain Jan+Feb+Mar+Apr+May totals. I am trying to create this formula in the "Summary" tab in cell F10 which references cell D7 per line item.

Part 2:

I am having trouble trying to create a formula to display the actual Year to date text string in cell F7 in the Summary tab. For example, in the summary tab, if cell D7 displays Apr, I want cell F7 to display the words Jan - Apr.

Any help would be greatly appreciated!! Thank You. I attached an example file for reference!

		Jan	Feb	Mar
1000	Commission	$26500
2000	Revenue	$1000		$3544
3000	Salary		$32400
4000	Expense			$2555

<tbody>
</tbody>

 

[pplstuff]

Depending on your fiscal year / calendar, you may have to adjust. A simple way is to set up 1 input cell to enter the date/month.

Above the months the the table posted above, set up a few 'helper cells' that return 1 or 0 depending if your input is greater than or equal to the month list below.

=if(month below <= input month, 1 , 0 )

then you can use the sumifs() function to sum your YTD. Depending on how your headers and input cells are formatted, you might use some date functions to help the formula:
=if(month(A1)<= month(b1), 1, 0)
or
=if(month(datevalue(a1&" 1, 2014"))<=month(datevalue(b1&" 1, 2014")),1,0)


Part 2:
F7: ="Jan-"&a1
Depending on how it's formatted.
F7: ="Jan-"&text(a1,"mmm")