Home

Offset Function Help

%3CLINGO-SUB%20id%3D%22lingo-sub-881744%22%20slang%3D%22en-US%22%3EOffset%20Function%20Help%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-881744%22%20slang%3D%22en-US%22%3E%3CP%3EI%20have%20a%20budget%20template%20that%20works%20perfectly%20with%20the%20exception%20of%208%20finals%20cells.%26nbsp%3B%20These%20cells%20need%20the%20same%20type%20of%20formula%2Ffunction%2C%20but%20I%20am%20not%20sure%20how%20to%20create%20this.%26nbsp%3B%20%26nbsp%3B%3C%2FP%3E%3CUL%3E%3CLI%3EOn%20the%20Overview%20tab%20of%20the%20workbook%2C%20I'd%20like%20to%20have%20a%20drop-down%20menu%20where%20I%20can%20select%20the%20month.%3C%2FLI%3E%3CLI%3EOnce%20selected%20the%20spreadsheet%20will%20display%20the%20YTD%20and%20Monthly%20totals%20as%20of%20that%20month%20for%20both%20budget%20and%20actuals.%26nbsp%3B%26nbsp%3B%3C%2FLI%3E%3CLI%3EI%20have%20attached%20my%20spreadsheet%20and%20highlighted%208%20cells%20in%20yellow%20that%20need%20a%20formula.%26nbsp%3B%3C%2FLI%3E%3CLI%3E%3CSPAN%3EI%20have%20a%20spreadsheet%20where%20this%20formula%20works%2C%20but%20I%20am%20unable%20to%20replicate%20it%20in%20the%20new%20spreadsheet%3C%2FSPAN%3E%3C%2FLI%3E%3C%2FUL%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-881744%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3Eformula%20and%20function%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-881853%22%20slang%3D%22en-US%22%3ERe%3A%20Offset%20Function%20Help%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-881853%22%20slang%3D%22en-US%22%3E%3CP%3EHi%20%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F417127%22%20target%3D%22_blank%22%3E%40jennhr%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20have%20copied%20required%20formula%20in%20Master%20Budget%20template%2C%20please%20let%20me%20know%20if%20it%20works%20as%20you%20desired.%26nbsp%3B%3C%2FP%3E%3CP%3EOverview%20tab%20already%20have%20drop-down%20list%20that%20show%20different%20months.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EThanks%3C%2FP%3E%3CP%3ETauqeer%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-882256%22%20slang%3D%22en-US%22%3ERe%3A%20Offset%20Function%20Help%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-882256%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F239215%22%20target%3D%22_blank%22%3E%40tauqeeracma%3C%2FA%3E%26nbsp%3B%20Thank%20you%20so%20much%20for%20your%20quick%20response.%26nbsp%3B%20%26nbsp%3BThere%20was%20an%20error%20in%20a%20couple%20of%20the%20cells%20but%20the%20formula%20worked%20in%20many%20of%20the%20cells.%26nbsp%3B%20One%20tweak%20and%20it%20worked.%26nbsp%3B%20thank%20you%20again.%26nbsp%3B%3C%2FP%3E%3C%2FLINGO-BODY%3E
jennhr
New Contributor

I have a budget template that works perfectly with the exception of 8 finals cells.  These cells need the same type of formula/function, but I am not sure how to create this.   

  • On the Overview tab of the workbook, I'd like to have a drop-down menu where I can select the month.
  • Once selected the spreadsheet will display the YTD and Monthly totals as of that month for both budget and actuals.  
  • I have attached my spreadsheet and highlighted 8 cells in yellow that need a formula. 
  • I have a spreadsheet where this formula works, but I am unable to replicate it in the new spreadsheet
2 Replies

Hi @jennhr 

 

I have copied required formula in Master Budget template, please let me know if it works as you desired. 

Overview tab already have drop-down list that show different months.

 

Thanks

Tauqeer

@tauqeeracma  Thank you so much for your quick response.   There was an error in a couple of the cells but the formula worked in many of the cells.  One tweak and it worked.  thank you again.