Hello! New to the forum and couldn't find this exact same issue, so thought I would throw this out there! So I'm working on this presentation and want to make it more automated.

Specifically I want the periods that we show to be dynamic based on the current period we are presenting.


The logic should go like this

First column = December of 3 years prior to the year we are looking at
After that, we should show each quarter of the next 2 years (2020 – 2021) and the equivalent month of our current period.
For the current year, we should show all months up to present.
So for example February 2022 should look like the attached:

example.png
The tricky part is if the current period is not in Q1, then the second column would be March 2020 and if it’s a Q end, then the columns we would show would be even less.

The input to change the current month end date is on tab “Legend” - and is just the last day of the current month - so in the current example it would be 2/28/2022.

I have tried using IF formulas that ended up getting longer and longer but eventually got stuck and it was driving me nuts:
example formula.png

Please let me know if I should include any other information!