Formula to calc YTD Target

VbaHell

Well-known Member
Joined
Jan 30, 2011
Messages
1,220
Hello all

I hope you can help on this one


Column "M" is a sales value
Column "Z" has a Sales persons name in
Column "H" date the date format "2018-01-19"
Column "F" has the year
Cell "D4" has the sales person's name in (Drop down Table)
Cell "D7" has the Year" (Drop down Table)


I have a formula that adds up the current sales values against this year [=SUMIFS(M:M,ZZ,D4,FF,D7)], this figure is update each day.

What I need is the sales valve comparison from Last Year using the date in Column "H" and adding up to only "TODAY()"

Can anyone help on this please with a formula to do this, I am not even sure if this is possible.

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Excel Facts

Whats the difference between CONCAT and CONCATENATE?
The newer CONCAT function can reference a range of cells. =CONCATENATE(A1,A2,A3,A4,A5) becomes =CONCAT(A1:A5)
Is column H a date formatted to look like it does or text? Test one of the dates with =ISNUMBER(H2). If i read right you want a year on year comparison?
 
Upvote 0
I think Steve and I might be similarly confused.

If D7 is the year that you want the return for, but only up to the equivalent of today, then you need like....

Code:
   =SUMIFS(M:M,Z:Z,D4,F:F,D7,H:H,"<="&EDATE(TODAY(),-(YEAR(TODAY())-(D7))*12))

Hope that helps.
 
Upvote 0

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