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Still-Learning's avatar
Still-Learning
Copper Contributor
Mar 10, 2023

Remove duplication in Excel YTD Budget Summary Template

Hi,

I am using the Excel YTD Budget Summary template and I am getting a doubling in the Actual column of the Monthly Expense Summary Totals.

=SUMIF(MonthlyExpensesSummary[G/L Code],[@[G/L Code]],MonthlyExpensesSummary[Total])

=SUM(MonthlyExpensesSummary[@[January]:[December]])

 

I did make an adjustment to the fiscal year so it would be August - September and not January-December. 

=DATEVALUE("1-SEP"&_YEAR-1)

 

excel
Formulas and Functions
  • Still-Learning's avatar
    Still-Learning
    Copper Contributor
    Mar 10, 2023
    I figured out the problem. There were rows with sample data that were hidden and had the same account numbers and data entered.

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