YTD formula

[brianwa]

Hello all,

What I have is a column with a budget # for each month, what I woul
like to have is a column with a running YTD budget. The trick is that
want the formula to run through Dec but only calculate, or show a valu
up to, and including the current month. I've tried various function
with the Month function but to no avail.

Thanks in advance
B

 

[firefytr]

Hi brianwa,

Would you mind giving an example of how your data is layed out? Ar
you going to be adding year after year in the same column

 

[brianwa]

Column a =Jan - Dec
Column b = Sales for Jan - Dec
Column C = budget for Jan - Dec
Column D = YTD sales for Jan -Dec
Column E is where I would like the formula for the YTD budget

Let's just start for this year.

Thanks
B

 

[firefytr]

So you're going to need to take the SUM of the budget up to the curren
month, then subtract out the YTD Sales

 

[brianwa]

Just sum up to and including the current month.
I will subtract out the YTD sales in a different column,

B

 

[firefytr]

If your data starts in A2 and goes down for 12 months, you could tr
this:

=SUMPRODUCT(--(MONTH(A2:A13)<=MONTH(TODAY())),C2:C13)

The months in column A must be Excel date