Sum YTD of fiscal year beginning april based on month&year inputs

[SirPie]

I have a sheet:

[TABLE="width: 500"]
<tbody>[TR]
[TD]Dates[/TD]
[TD]Profit[/TD]
[/TR]
[TR]
[TD]01/01/2014[/TD]
[TD]200[/TD]
[/TR]
[TR]
[TD]01/05/2014[/TD]
[TD]100[/TD]
[/TR]
[TR]
[TD]01/02/2013[/TD]
[TD]656[/TD]
[/TR]
[TR]
[TD]01/06/2013[/TD]
[TD]656[/TD]
[/TR]
</tbody>[/TABLE]

And I need it to sum the YTD based on on a fiscal year beginning in april. the problem is the user must be able to select the year and month and for it to calculate the ytd based on the input

example:

Year: 2014
Month: 8

I would need SUM of profit for months 4,5,6,7,8 for 2014(YTD).

If the selection was

Year: 2015
Month: 3

I would need the sum of profits for months: 3,2,1 for 2015, and 12,11,10,9,8,7,6,5,4 for 2014.

and so on going forward, and backwards (if 2013 was selected woulld need from 2012 as well).

New inputs are constantly added. and the sum of ytd would be in a separate cell of course.

Thanks for your help

 

[SirPie]

also if possible the same for quarter to date

 

[Oeldere]

Dates Profit fiscal year
01-01-2014 200 2014
01-05-2014 100 2015
01-02-2013 656 2013
01-06-2013 656 2014

c2=if(month($A2)>=4,year($A2)+1,year($A2))

and drag down.

now you can make a pivot table to analyze your data.

You also can use sumif, with column C as criteria (fiscal year).

 

[SirPie]

Dates Profit fiscal year
01-01-2014 200 2014
01-05-2014 100 2015
01-02-2013 656 2013
01-06-2013 656 2014

c2=if(month($A2)>=4,year($A2)+1,year($A2))

and drag down.

now you can make a pivot table to analyze your data.

You also can use sumif, with column C as criteria (fiscal year).

Thanks for your help. Simple solution yet the problem om facing is it needs to sum ytd to that specific month. As is it will sum the entire fiscal year.

For eexample if the user selects
Year 2014
Month 7

It will havw to sum up until month 7 and not include month 8

 

[Oeldere]

See the file on the dutch free site.

Please reply.

(o) FYD.xls downloaden

 

[SirPie]

See the file on the dutch free site.

Please reply.

(o) FYD.xls downloaden

thanks for your help, but it must be in formula form not pivot table and must calculate ytd to specific month, not full fiscal year

 

[Oeldere]

Thanks for your help. Simple solution yet the problem om facing is it needs to sum ytd to that specific month. [COLOR="#B22222"]As is it will sum the entire fiscal year.[/COLOR]

The above request is from #4.

thanks for your help, but it must be in formula form not pivot table and must calculate [COLOR="#B22222"]ytd to specific month, not full fiscal year [/COLOR]

The above request is from #6


Why such differant request !!!


And where do you added that you don't want to have a pivot table solution?



Please reply.

 

[SirPie]

Thanks for your help. Simple solution yet the problem om facing is it needs to sum ytd to that specific month. [COLOR="#B22222"]As is it will sum the entire fiscal year.[/COLOR]

The above request is from #4.

thanks for your help, but it must be in formula form not pivot table and must calculate [COLOR="#B22222"]ytd to specific month, not full fiscal year [/COLOR]

The above request is from #6


Why such differant request !!!


And where do you added that you don't want to have a pivot table solution?



Please reply.

In 4 i meant solution only shows entire year and not ytd based on month. Sorry i did not specify it must be a formula. I meant to write it and it must have slippes my mind.