XL Connect Formual & Off Schedule Fiscal Years

jcountry22

New Member
Joined
Aug 15, 2014
Messages
33
My company operates on a April-March Fiscal Year.
One Branch (ABC) operates on a standard Fiscal Year for Jan-Dec.

When reporting financials, actual is just the current month.
However, I need assistance with a formula that updates Year-to-Date figures for branch ABC.

My entire workbook operates on 2 cells changing to update financial information. The only 2 cells that change to update data are:
Sheet1 - Cell R4 (I manually change to current month)
Sheet1 - Cell R5 (I manually change to current year)

The below data cells are made by formulas based on the data within Cell R4 & R5.
Sheet1 - Cell R1 = Fiscal Year
Sheet1 - Cell R2 = Budget Fiscal Year
Sheet1 - Cell R3 = Fiscal Period

Are you able to input a formula within the @MTDNETBUD function, so that by changing Sheet1 - cells R4 & R5, the branch (ABC) YTD rolls forward? If so, how would this formula be constructed?
If I need to explain in a different manner please let me know. Hopefully I'm explaining this clearly enough.

=@MTDNETBUD()
Company Code
Budget Code
Fiscal Year
Fiscal Period
Account
Segment01
Segment02
Segment03
Segment04

The below table is an example of the data needed to present branch ABC's financials at a given Fiscal Period.
MonthFiscal
Period
Fiscal
Year
Act
Year
Budget FY
January1020192020FY2020
February1120192020FY2020
March1220192020FY2020
April0120202020FY2021
May0220202020FY2021
June0320202020FY2021
July0420202020FY2021
August0520202020FY2021
September0620202020FY2021
October0720202020FY2021
November0820202020FY2021
December0920202020FY2021
 

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