Year to date figure to change every month end

Hi
This sounds quite easy to me but I can't get my head to work it out...
I have the annual budget split into individual months, and would like to obtain the year to date figure by simply changing the months.
Our financial year runs from Aug - July.
The months have been designated for the 2015/16 financial year as 20151601,20151602, etc
On the budget tab, for September I will enter 20151602 in cell A1, and so further along the columns I expect to see the sum of Aug and Sep budgets.

Thanks
floxxie

I would recommend adding the dates as dates i.e. 01/08/2015: you can format them you as you wish. This makes it much easier to use formulas when comparing dates.

In your case we require to SUM from DATE >=01/08/2015 (year start) to date <= A1 (entered as 01/09/2015). As Excel holds dates as a number then these comparisons are easy to do. (probably SUMIFS formula)

Please post a sample file showing expected results.

With your date format ..

=SUMIFS(C2:N2,C1:N1,">=20151601",C1:N1,"<=" &A1)

Dates in C1 to N1 (20151601, ......)

Data in C2 to N2

Your date in A1

Hi
Please see attached.

Many thanks
floxxie

in Q3 and copy down

=SUMIFS($C4:$N4,$C$3:$N$3,">=20151601",$C$3:$N$3,"<=" &$G$3)

Worked a treat,thank you!!

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