+ Reply to Thread
Results 1 to 4 of 4

Dynamic Year to Date Calculation

  1. #1
    Registered User
    Join Date
    06-05-2011
    Location
    Cornwall
    MS-Off Ver
    Excel 2019
    Posts
    78

    Dynamic Year to Date Calculation

    I have attached a small example of my SS and where I have got to so far.

    I want to produce a YTD calculation that rolls on as the month of the year progresses.
    I have a large data worksheet that is analysed by year by Pivottables into seperate worksheets.
    I then compare these yearly figures in another SS.

    So for example I end up with a revenue table which is Month by Year and it is this I want to obtain the YTD values from.
    One complication is that our year is April to March.

    I have made a start which is in the attached. It kind of works but seems very clumsy.
    Can anyone suggest a more elegant way of doing it?

    Thanks
    Attached Files Attached Files

  2. #2
    Valued Forum Contributor
    Join Date
    09-21-2011
    Location
    Birmingham UK
    MS-Off Ver
    Excel 2003/7/10
    Posts
    2,188

    Re: Dynamic Year to Date Calculation

    I would use the month() function to give you your offsets, so something like this. Unfortunately i dont have time to do fully yet, but will look again later.

    Please Login or Register  to view this content.
    This sums month 1 to in this case month 7.
    Hope this helps

    Sometimes its best to start at the beginning and learn VBA & Excel.

    Please dont ask me to do your work for you, I learnt from Reading books, Recording, F1 and Google and like having all of this knowledge in my head for the next time i wish to do it, or wish to tweak it.
    Available for remote consultancy work PM me

  3. #3
    Registered User
    Join Date
    06-05-2011
    Location
    Cornwall
    MS-Off Ver
    Excel 2019
    Posts
    78

    Re: Dynamic Year to Date Calculation

    Thanks for your reply.
    That use of SUM(OFFSET... is new to me, I am trying to work it out!
    How does it step to the next cell to SUM it ??

    I have also noticed that copying my table and formulae into a blank SS for posting was not accurate. So I have attached a corrected one.
    Attached Files Attached Files

  4. #4
    Registered User
    Join Date
    06-05-2011
    Location
    Cornwall
    MS-Off Ver
    Excel 2019
    Posts
    78

    Re: Dynamic Year to Date Calculation

    I have used SUM OFFSET as suggested and produced a relatively simple formulae which provides a dynamic YTD figure.
    It is slightly complicated by the fact our year is April to March but otherwise is straight forward.
    The working version is attached.

    Cheers
    Attached Files Attached Files

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Calculation in year between two date problem
    By AVG123 in forum Excel General
    Replies: 2
    Last Post: 06-18-2014, 02:40 AM
  2. [SOLVED] Need Calculation - If A1=Annual, Anniv. Date for Current Year, else Biennial Date
    By TaxAnnihilator in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 04-11-2013, 06:06 PM
  3. Dynamic Consolidation of excel sheet for a year to date outlook
    By ETS77 in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 02-08-2013, 06:35 AM
  4. [SOLVED] Dynamic Year to date formula
    By tomjoe in forum Excel Formulas & Functions
    Replies: 6
    Last Post: 08-25-2012, 06:16 PM
  5. Financial Year to Date (FYTD) automated calculation
    By sanjsingh in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 01-20-2011, 02:49 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1