# XL Connect Formual & Off Schedule Fiscal Years

#### jcountry22

##### New Member
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.
 Month Fiscal Period Fiscal Year Act Year Budget FY January 10 2019 2020 FY2020 February 11 2019 2020 FY2020 March 12 2019 2020 FY2020 April 01 2020 2020 FY2021 May 02 2020 2020 FY2021 June 03 2020 2020 FY2021 July 04 2020 2020 FY2021 August 05 2020 2020 FY2021 September 06 2020 2020 FY2021 October 07 2020 2020 FY2021 November 08 2020 2020 FY2021 December 09 2020 2020 FY2021

### Excel Facts

To shade all formula cells: Home, Find & Select, Formulas to select all formulas. Then apply a light fill color.

Replies
0
Views
111
Replies
16
Views
494
Replies
2
Views
160
Replies
3
Views
319
Replies
3
Views
83

1,130,130
Messages
5,640,299
Members
417,135
Latest member
zeusmining

### We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.

### Which adblocker are you using?

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

### Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

### Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back