quarterly performance

[wjw0599]

Hi below is my data and I am using the following formula to get the year-to-date perofmance. Works great with monthly data but not for quarterly data. Any help is appreciated.

Thanks,

=PRODUCT(OFFSET($E35,,,-(1+MOD(MONTH($B35)-1,3)),))-1

Dec-13 9.90% 1.0990 1.0990 19.34%
Mar-14 -0.05% 0.9995 0.9995 16.41%
Jun-14 3.54% 1.0354 1.0354 13.73%
Sep-14 0.71% 1.0071 1.0071 4.22%
Dec-14 2.26% 1.0226 1.0226 6.63%
Mar-15 0.52% 1.0052 1.0052 3.52%

[Pauleyb]

Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

Remember to desensitize the data.

Click on GO ADVANCED and use the paperclip icon to open the upload window.

View Pic

[FDibbins]

If these are real dates (and not text dates), then you can probably use sumifS() for this, but as Pauley suggests, upload a small (clean) sample workbook (not a pic) of what you are working with, and what your expected outcome would look like.