Forum Discussion
SanderHaak
Oct 15, 2021Copper Contributor
Dynamic YTD calculations
Hello, Office 365, Windows computer I'm looking to create dynamic Year-to-date calculations for our reporting metrics. I've attached a sample file to show the work I've been doing so far, and...
- Oct 15, 2021
You can simplify by using SUMPRODUCT() function
YTD=2021
=SUMPRODUCT((MONTH(Q8:AN8)<=MONTH(Q4))*(YEAR(Q8:AN8)=YEAR(Q4))*Q9:AN9)
You can use this logic to adjust to other periods (Years or Months) by adding or subtracting.
Find attached a solution
Juliano-Petrukio
Oct 15, 2021Bronze Contributor
You can simplify by using SUMPRODUCT() function
YTD=2021
=SUMPRODUCT((MONTH(Q8:AN8)<=MONTH(Q4))*(YEAR(Q8:AN8)=YEAR(Q4))*Q9:AN9)
You can use this logic to adjust to other periods (Years or Months) by adding or subtracting.
Find attached a solution
- SanderHaakOct 15, 2021Copper ContributorHi Juliano,
Thanks for your response, this solved my problem and works great 🙂
Best,
Sander