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Need Efficient Formula to pull YTD data based on Multiple Criteria

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    Need Efficient Formula to pull YTD data based on Multiple Criteria

    Hello,
    In the attached sheet I would like to pull data based on the (dynamic) criteria found in column B of "Sheet1". The caveat is I would like to do this on a quarter-to-date basis depending on the current month entered in cell B2. I have summed Jan - Feb for two accounts as rudimentary examples of what I'm seeking. Any help is appreciated.
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    Re: Need Efficient Formula to pull YTD data based on Multiple Criteria

    In E6 and copy down
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    NOTE: Month name changed to month number.
    In the title it is YTD but in workbook It is given as QTD.
    This formula is for QTD.
    For Feb it sums Jan+Feb.
    For Sep it sums Jul+Aug+sep.
    Attached Files Attached Files
    Last edited by kvsrinivasamurthy; 09-06-2022 at 12:42 AM.
    Pl note
    Array formula should be confirmed with Ctrl+Shift+Enter keys together.
    If answere is satisfactory press * to add reputation.

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    Re: Need Efficient Formula to pull YTD data based on Multiple Criteria

    Thank you this works well...how can I alter the formula to tie in the variable found in B4 and B1 (Sheet 1)? I should have mentioned that the text in rows B4 and B2 of "Opex Pull" could change.

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    Re: Need Efficient Formula to pull YTD data based on Multiple Criteria

    In E6
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    Attached Files Attached Files

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    Re: Need Efficient Formula to pull YTD data based on Multiple Criteria

    Please

    An other option:

    Use month numbers in the input and convert them into monthly names in the output, where necessary.

    Try the following formula in E6 and copy down:
    Formula: copy to clipboard
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    The formula in the workbook and above calculates YTD. If you want QTD, add the red part to the formula
    Formula: copy to clipboard
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    Last edited by HansDouwe; 09-06-2022 at 09:37 AM.

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