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Quarterly/YTD Calculation

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  1. #1
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    Quarterly/YTD Calculation

    Hello! I need assistance creating a calculation (in a new table) based on data in a Pivot table to Sum quarterly (Year-to-Date) counts of Actuals IF we've reached the end of a particular month, as such:

    PIVOT TABLE
    MONTH/YEAR AAA BBB CCC Grand Total
    18-Nov 1.1 8.8 3.3 13.2
    18-Dec 2.2 7.7 4.4 14.3
    19-Jan 3.3 6.6 5.5 15.4


    In another Table, I want to (automate) the Quarterly percentage of ACTUAL headcount not Forecast (although populated) only IF we've reached EOMonth by Dept:
    1Q = Nov/Dec/Jan 2Q = Feb/Mar/Apr 3Q =May/Jun/Jul 4Q =Aug/Sep/Oct, and Fiscal YTD.
    In other words, I only want to Sum counts for Nov thru June but update/include July numbers once they become Actual. 4Q should remain Blank until Aug numbers are reported after Aug 31st. To that end, I was trying to create a SumIF or SumProduct/EOMonth/RoundUp statement/formula to group the data (%) by Quarters and Fiscal YTD but couldn't get it to work.

    NEW TABLE/END RESULT
    TYPE 1Q19 2Q19 3Q19 4Q19 FY19YTD
    AAA 10% 20% 10% 20% 40%
    BBB 20% 30% 20% 30% 70%
    CCC 30% 15% 30% 15% 75%


    FORMULA USED:
    =SUMPRODUCT((ROUNDUP(MONTH($B$5:$B$7)/3,0)=ROWS($C$5:C5))*$G$5:$G$7)

    Thanking you in advance for your time and consideration.
    Last edited by Laci07; 07-12-2019 at 02:27 PM.

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