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Sum year-to-date when select the month

  1. #1
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    Sum year-to-date when select the month

    Dear Excel Guru,

    Could you please share the interactive formula that when I select a month, it will sum the year-to-date amount. Please see the attached file for details.

    Thank you.

    Cheers!
    Dewdrop
    Attached Files Attached Files

  2. #2
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    Re: Sum year-to-date when select the month

    Please Login or Register  to view this content.
    Ben Van Johnson

  3. #3
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    Re: Sum year-to-date when select the month

    Try this in I5:

    =SUMIF(B:B,"<="&EOMONTH(H5,0),D:D)

  4. #4
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    Re: Sum year-to-date when select the month

    Dear ProtonLeah and Phuoccam,

    Thank you very much for your sharing.

    If I added additional requirement, ie asset catagory, how to modify the formula? (please refer attached).

    Thank you very much.

    Cheers!
    Dewdrop
    Attached Files Attached Files

  5. #5
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    Re: Sum year-to-date when select the month

    Change to:

    =SUMIFS($E:$E,$B:$B,"<="&EOMONTH($I5,0),$C:$C,J$4)

  6. #6
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    Re: Sum year-to-date when select the month

    Dear Phuocam,

    Superb, it is what I am looking for. Thank you for your sharing.

    Cheers!
    Dewdrop

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