Sum Quarter to Date

Hello all,

Looking for some suggestions on how to get started with this problem,

I need to sum the quarter to date based on a table.

Example: I have a table with the metrics down the left hand side, the month names across the top, and a sum column.
What I would like to be able to do is have a formula sum the current quarter to date minus 1.

So in June, sum the months of April and May. In July sum April, May and June, and in August, just "sum" (although I know that isn't the best way to word it) August.
I would ideally like to leave the header names untouched as different formulas look up the month names.

I have attached a table for reference. Any help would be appreciated.

Wow!! this works as expected, but can you give a little detail as to how it works?
I good with excel and familiar with these functions, so a high level will do great!!

Also thank you so much for your time, this is a huge help

You're welcome. Happy to help.

(B$1:M$1&2019)+0 changes the text months into actual dates that Excel recognizes.
DATE(YEAR(TODAY()),FLOOR(MONTH(TODAY())-1,3)+1,1) returns the first date of today's quarter.
EDATE(TODAY()+1,-1) returns tomorrow's day of last month. We add one here to make sure the formula works when today is the first of the month.

The SUMPRODUCT function adds all of the cells in B2:M2 where each of the logical tests return TRUE.
You can use the Evaluate Formula button in the Formulas tab to see what is happening step by step.

If that takes care of your original question, please select Thread Tools from the menu link above and mark this thread as SOLVED.