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Year To Date Formula

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  1. #1
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    Year To Date Formula

    Is there a simple formula for calculating a shifting YTD point?

    I have a data table where by A3:A14 is my date range (month) and B3:14) is my data. I also have a drop down box in A18 (months) which allows the user to choose a month to select the YTD figure up to. So, for example, if we're in June and the user uses the drop down to select May I need the WTD to reflect the YTD figures as it was in May etc.
    Last edited by JasonMcQueen; 06-24-2014 at 11:30 AM.

  2. #2
    Forum Expert cbatrody's Avatar
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    Re: Year To Date Formula

    Hi,

    Yes, there is. Please post a sample template of your workbook using "Go Advanced" option below.

  3. #3
    Forum Expert Tony Valko's Avatar
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    Re: Year To Date Formula

    Maybe this...

    Data Range
    A
    B
    3
    Jan
    58
    4
    Feb
    52
    5
    Mar
    62
    6
    Apr
    7
    7
    May
    73
    8
    Jun
    4
    9
    Jul
    22
    10
    Aug
    11
    11
    Sep
    80
    12
    Oct
    59
    13
    Nov
    73
    14
    Dec
    31
    15
    ------
    ------
    16
    17
    18
    May
    252


    This formula entered in B18:

    =SUM(B3:INDEX(B3:B14,MATCH(A18,A3:A14,0)))
    Biff
    Microsoft MVP Excel
    Keep It Simple Stupid

    Let's Go Pens. We Want The Cup.

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    Re: Year To Date Formula

    Thanks, that works!

  5. #5
    Forum Expert Tony Valko's Avatar
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    Re: Year To Date Formula

    You're welcome. Thanks for the feedback!

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