Forum Discussion

SanderHaak's avatar
SanderHaak
Copper Contributor
Oct 15, 2021
Solved

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...
  • Juliano-Petrukio's avatar
    Oct 15, 2021

    SanderHaak 

    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

     

     

Resources