Data Based on Month and YTD

jenksonu · #1 07-01-2009, 04:35 PM

I have a workbook with 2 worksheets, Reports and AR.
On worksheet AR I have Formated a table with headings
NAME JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NAV DEC YTD

On the reports page I want to display users names, currect month and year to date data.

Thanks in advance for ne help.

kellyfspringer · #2 07-01-2009, 07:28 PM

What exactly is your sheet not already doing that you would like it to do?

**Ron Coderre** · #3 07-01-2009, 08:06 PM

I posted an edited version of your workbook.
The Reports page has a cell for entering the current month.
The Units by Mo column has formulas that return appropriate values from the AR sheet.

Is that something you can work with?

jenksonu · #4 07-01-2009, 09:20 PM

I'm trying to get the report sheet to show only current months sales.

**Ron Coderre** · #5 07-01-2009, 09:45 PM

While I appreciate your economy with words, it would be helpful to describe what your requirements are in a bit more detail.

If you mean that you want the formulas to return the last posted value for each listed name, see if the attached workbook helps.

jenksonu · #6 07-01-2009, 10:11 PM

Thanks for the help. That's slick. Is there a way to just have Reports sheet, Units by Mo just automatily show current mo. sales without entering anything?

**Ron Coderre** · #7 07-02-2009, 08:00 AM

Are there rules for when the month changes? Is there a cell that contains a reference date? Otherwise, the formula would be referencing the current date and using that month. What's your preference?

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