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YTD total from beginning of year to last month

  1. 06-04-2015, 02:48 PM #1
    rs1aj
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    YTD total from beginning of year to last month

    I'm using the formula below to total all the sales for 2015 from the beginning of the year through today. It works perfect

    =SUMIFS(Table_Query_from_P[HLn Total],Table_Query_from_P[Our Ref Trim],Dashboard!$B42,Table_Query_from_P[CustID],"<>KA",Table_Query_from_P[Year],$C$40,Table_Query_from_P[Ship Date],"<="&TODAY())


    For a separate report, I need to modify the formula to not count the days in the current month. Example, today is the 4 day of June. I need the formula to not included these 4 days of June in the total. My report title is "This Year To The End Of May"

    Any suggestion?
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  2. 06-04-2015, 02:52 PM #2
    gmr4evr1
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    Re: YTD total from beginning of year to last month

    Maybe remove the 
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    from the end of the formula?

    Edit* Never mind, I didn't retain that you only wanted till may, so this wont work.
    1N73LL1G3NC3 15 7H3 4B1L17Y 70 4D4P7 70 CH4NG3 - 573PH3N H4WK1NG
    You don't have to add Rep if I have helped you out (but it would be nice), but please mark the thread as SOLVED if your issue is resolved.

    Tom
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  3. 06-04-2015, 03:06 PM #3
    rs1aj
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    Re: YTD total from beginning of year to last month

    I have a Month column so I was trying to get this to work......
    =sumifs.......................,Table_Query_from_P[Month],"<"&MONTH((TODAY())

    but it didn't work
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  4. 06-04-2015, 03:26 PM #4
    gmr4evr1
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    Re: YTD total from beginning of year to last month

    Have you tried fitting EOMONTH into the formula somewhere? I don't know where to put it, but it seems to me (by my logic anyway, which has been wrong before) that it should work.
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  5. 06-04-2015, 03:49 PM #5
    oeldere
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    Re: YTD total from beginning of year to last month

    @rs1aj

    you get better help if you add a small excel file, without confidential information.

    Please also add the expected result manualy in the file.
    Notice my main language is not English.

    I appreciate it, if you reply on my solution.

    If you are satisfied with the solution, please mark the question solved.

    You can add reputation by clicking on the star * add reputation.
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  6. 06-04-2015, 05:25 PM #6
    rs1aj
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    Re: YTD total from beginning of year to last month

    This is an example. I need the formula to not sum the sales in the current month we are in. So, I need it to add up all the sales from Jan 1, 2015 through the last day of May. I need this formula to be volatile so that when it is opened on July 1, the formula will only add up sales from Jan 1, 2015 through the last day of June.

    The title is ="This Year to the end of "&C4 and C4 has a volatile formula that displays the name of last month.
    Attached Files Attached Files
    Last edited by rs1aj; 06-04-2015 at 05:28 PM.
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  7. 06-04-2015, 05:46 PM #7
    oeldere
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    Re: YTD total from beginning of year to last month

    With helpcolumns and a pivot table.

    I also added the running total in the file.

    See the attached file.
    Attached Files Attached Files
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  8. 06-04-2015, 08:50 PM #8
    jhren
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    Re: YTD total from beginning of year to last month

    All you need...
    Formula: copy to clipboard 
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  9. 06-05-2015, 08:46 AM #9
    rs1aj
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    Re: YTD total from beginning of year to last month

    Thank you jhren, the formula worked perfect.
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  10. 06-05-2015, 06:16 PM #10
    jhren
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    Re: YTD total from beginning of year to last month

    You're quite welcome!
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